--- schema_version: "1" id: d1e5de1bd1ca6ecb9fc6f03730d60c66eebc1111427c3f494c49ee3a072e27e5 title: Learn about Administrator-Set Considerations for Migration collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_sfo_move_replace_things_event_sync_other.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_event_sync_other.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8236f0c848dd6c8c685668ed858b3a01db39bb8414318a93c8e7111dd66433f4 description: Before you move from Salesforce for Outlook to Einstein Activity Capture, review these considerations and guidelines on admin-set settings for Einstein Activity Capture. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Learn about Administrator-Set Considerations for Migration Before you move from Salesforce for Outlook to Einstein Activity Capture, review these considerations and guidelines on admin-set settings for Einstein Activity Capture. ### 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
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png) Important Full product retirement for Salesforce for Outlook is scheduled on January 30, 2027. See [Salesforce for Outlook Retirement](https://help.salesforce.com/s/articleView?id=000393445&type=1&mode=1&language=en_US). To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See [Move from Salesforce for Outlook (Retiring) to the Next-Generation Products](https://help.salesforce.com/articleView?id=outlookcrm_sfo_move_parent.htm&language=en_US). Similar to Salesforce for Outlook, you define reps’ event sync settings in Einstein Activity Capture sync configurations. Read about considerations and guidelines related to each sync setting. ## Choose an Event Sync Direction Similar to Salesforce for Outlook, you must define a sync direction for events. To avoid introducing sync issues for your sales reps, we recommend that you maintain the same sync direction when you migrate to Einstein Activity Capture. See [General Things to Know Before Replacing Your Sync Product](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_general.htm&release=264.0.0&type=5 "If you’re replacing Salesforce for Outlook sync with our next-generation products, you’re setting up Einstein Activity Capture. To avoid introducing duplicate records or missing items for sync, review these considerations before you start your migration and follow any recommended guidelines.") Keep in mind that syncing events on a large scale can impact sync wait times. For large companies or companies who create or update events using automated processes, consider using the Exchange to Salesforce sync direction. Automated processes include features such as triggers or Flow Builder, or perhaps custom automation designed by a developer at your company. While the Both Ways sync direction is available to you, keep in mind that that sync direction could delay event sync. To mitigate delays, review the advice in the next section on setting sync filters for performance. ## Set Event Sync Filters for Performance Einstein Activity Capture doesn’t offer as many filter options as Salesforce for Outlook. For details, see the event sync filters row in [Learn about the Feature Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_compare_features.htm&release=264.0.0&type=5 "To help you decide whether the Outlook integration and Einstein Activity Capture are right for you, review how each compares to Salesforce for Outlook. Salesforce for Outlook is scheduled for full retirement in June 2024."). Keep in mind that syncing on a large scale can introduce sync delays. Large-scale event sync can be affected by the number of syncing users or by any automated processes that create or update events automatically. If this description sounds like your Salesforce implementation, or it’s important that event sync occurs rather quickly, follow this recommendation: From your Einstein Activity Capture sync configurations, from the Advanced Sync Settings tab, filter out any events that are unnecessary to track. We suggest filtering out events with the end dates: Last 7 days, Last 30 days, or even TODAY. Note: If you revise this filter later, events occurring in the past don’t sync. You can also exclude events from syncing for all your users based on the organizer’s or sender’s email address. The excluded addresses list also prevents emails and events from being captured and added to the activity timeline of related records. To do so, see [Exclude Emails and Events from Being Added to Salesforce for All Users](https://help.salesforce.com/s/articleView?id=sales.eac_exclude_emails_and_events_for_org.htm&release=264.0.0&type=5 "Set up org-wide exclusions to control which emails and calendar events are captured and stored. Exclude emails and events from specific addresses and domains, and filter emails based on keywords and sensitive content. Adding exclusions doesn’t remove previously captured emails or synced events. Exclusions only filter incoming data after the value is saved."). If you want to avoid performance issues altogether, consider either setting up capture functionality or Outlook Integration only. - For capture-only setup up considerations, see [Things to Know Before Rolling Out Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_capture.htm&release=264.0.0&type=5 "Unlike Salesforce for Outlook, Einstein Activity Capture offers email, event, and contact capture functionality as well as contact and event sync. Before you roll out the product to your users, learn about the differences between the two, and be aware of the considerations for capture."). - By rolling out Outlook integration only, reps can manually add (or log) events and their attachments to Salesforce records. Added emails and events aren’t updated when there’s subsequent activity in Outlook, however. Event series can’t be manually logged. See [Things to Know Before Replacing the Side Panel in Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_panel.htm&release=264.0.0&type=5 "If you're replacing the side panel with our next-generation product, you're setting up the Outlook Integration. Review these considerations and follow our recommended rollout guidelines."). ## Reconsider Mappings for Custom Fields Unlike Salesforce for Outlook, Einstein Activity Capture doesn’t sync Outlook fields to custom Salesforce fields. If you customized your Salesforce for Outlook mappings so that Outlook fields were mapping to any custom Salesforce fields, you can’t configure those same mappings with Einstein Activity Capture. To prepare your field mappings for Einstein Activity Capture rollout, follow these steps. - Review the field mappings in your Salesforce for Outlook configurations and identify any custom Salesforce fields that you’re currently syncing to. - Review the default Einstein Activity Capture field mappings. See [Field Mappings for Event Sync](https://help.salesforce.com/s/articleView?id=sales.aac_sync_event_field_mapping.htm&release=264.0.0&type=5 "When you use Einstein Activity Capture to sync events, fields from your Salesforce events are mapped to fields in the connected Microsoft or Google account. Learn which fields sync and how they’re mapped. Plus, see which Microsoft® Exchange field mappings Salesforce admins can customize."). For any mappings that don’t work for your sales reps, choose replacements from standard event fields. For help, work with someone who is familiar with your company’s sales process, like an experienced sales rep, sales manager, or someone in a sales operations role. You can track any field-mapping customizations you want to make in the [Salesforce for Outlook Migration Worksheets](https://salesforce.quip.com/BGPzAm0HrLmi)on the Feature Usage Checklist or Setup Step Checklist sheets. ## Review All Einstein Activity Capture Sync Considerations In addition, to reviewing advice specific to Salesforce for Outlook users, make sure that you review the considerations for Einstein Activity Capture meant for all users. See [Considerations for Setting Up Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_limitations.htm&release=264.0.0&type=5 "Before setting up Einstein Activity Capture, review requirements, limitations, and other information about how it works.") and the sync-related comparisons in [Learn about the Feature Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_compare_features.htm&release=264.0.0&type=5 "To help you decide whether the Outlook integration and Einstein Activity Capture are right for you, review how each compares to Salesforce for Outlook. Salesforce for Outlook is scheduled for full retirement in June 2024.").