To avoid sync issues when you migrate from Salesforce for Outlook to Einstein Activity Capture, follow these guidelines to prepare your default calendars.
Required Editions
| Available in: Lightning Experience |
| Available with Einstein Activity Capture Standard in Sales in Starter, Pro Suite, Professional, and Enterprise Editions |
| Available with Unlimited Edition, Einstein 1 Sales Edition, and Agentforce 1 Edition |
| Available with Einstein for Sales, which is included in Einstein 1 Sales Edition and available for an extra cost in Enterprise and Unlimited Editions |
| Available with Sales Engagement, which is included with Sales in Performance and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions |
| Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions |
Why Do I Have to Prepare My Default Calendar for Migration?
Unlike Salesforce for Outlook, Einstein Activity Capture syncs with your default Outlook calendar only. You can’t manage your syncing events by selecting a certain calendar (or Outlook folder) for sync.
If you have elected to sync events to alternative calendars using Salesforce for Outlook, when your admin enables Einstein Activity Capture, the product can’t locate the alternative calendars and instead syncs any events it finds on your default calendar—which likely aren’t the events you intended to sync.
Does This Consideration Impact You?
If you don’t know, you can check your Salesforce for Outlook Settings before Salesforce for Outlook is retired in June 2024 to see which calender you’re syncing. For help, see step 6 in Install and Set Up Salesforce for Outlook.
How Can I Prepare My Calendars Before Rollout?
If you want to continue managing separate calendars, move all events that you want to sync onto your default calendar. Any events that you don’t want to sync can be added to alternative calendars as instructed in Get Ready to Sync Events Using Einstein Activity Capture.
Complete these steps in a timely fashion, when your Salesforce admin asks you to. It’s important that these steps are completed before your admin rolls out Einstein Activity Capture for you.