---
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title: Learn About More User Training 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_user_train.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_event_sync_user_train.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5292b0e5baea9163152bf87474474766c4fb052fcdddd1405f1dd7710334cc35
description: Before you move from Salesforce for Outlook to Einstein Activity Capture, review these training guidelines for Einstein Activity Capture users to follow.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Learn About More User Training for Migration

Before you move from Salesforce for Outlook to Einstein Activity Capture, review these training guidelines for Einstein Activity Capture users to follow.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein Activity Capture Standard in Sales in <strong>Starter</strong>, <strong>Pro Suite</strong>, <strong>Professional</strong>, and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <strong>Unlimited </strong>Edition, <strong>Einstein 1 Sales Edition</strong>, and <strong>Agentforce 1 Edition</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein for Sales, which is included in <strong>Einstein 1 Sales Edition</strong> and available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is included with Sales in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Revenue Intelligence, which is available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![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).

## Train Reps on How to Prevent Certain Events from Syncing

Unlike Salesforce for Outlook, with Einstein Activity Capture, reps don’t use Outlook categories to mark their events for sync. Instead, you largely control what syncs using the admin-set Einstein Activity Capture settings and filters. Putting admins in control of what syncs relieves reps of the responsibility of doing so, keeping both Salesforce and Outlook events aligned and up to date.

However, because you want to keep personal or irrelevant events out of Salesforce, reps have some control over what syncs. Reps could be aware of these details thanks to earlier steps completed to prepare for migration, but it’s a good idea to remind reps during training as well. See [Get Ready to Sync Events Using Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_user_get_ready_events.htm&release=264.0.0&type=5 "You can choose which events sync from your Microsoft® Outlook® calendar to Salesforce using Einstein Activity Capture.").

## Train Reps on Private Event Sync

Unlike Salesforce for Outlook, Einstein Activity Capture has no user setting to enable or disable private event sync. However, you can decide whether reps’ private events sync by choosing the private event sync setting in Einstein Activity Capture configurations. If you disable private event sync, events can prevent certain events from syncing by marking them as private. See [Get Ready to Sync Events Using Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_user_get_ready_events.htm&release=264.0.0&type=5 "You can choose which events sync from your Microsoft® Outlook® calendar to Salesforce using Einstein Activity Capture.").

## Train Reps on Attendee Sync

Unlike Salesforce for Outlook, with Einstein Activity Capture, details about contacts, leads, and other Salesforce users invited to Salesforce events sync to Outlook.

Events sync for both the organizer and attendees according to the sync direction admins have set for the organizer. For this reason, it’s best when admins set up event sync for whole teams, especially those teams that meet together often. Sometimes this behavior is unavoidable, but note that when a nonsyncing organizer invites a syncing attendee, the attendee experiences some unexpected sync behavior. Sometimes, events don’t sync at all. To learn more, see [How Event Attendees Sync with Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_event_sync_attendees.htm&release=264.0.0&type=5 "Contacts, leads, and Salesforce users sync to Microsoft or Google calendars. Events sync according to the organizer’s sync direction."). Get familiar with the functionality and anything you must note for your testers and sale reps.

Also note that attendee responses to event invitations never sync from Salesforce to Exchange. To avoid overwriting attendance statuses, [train reps on where to respond to event invitations based on their set sync directions](https://help.salesforce.com/articleView?id=lightning_sync_user_exchange_respond_events.htm&language=en_US).

## Tell Reps About Any Changes to Sync Direction

We recommend that you avoid changing your event sync direction when you migrate. But if you must do so, remember to communicate the change to your testers and sales reps so they know from which calendars to update their events. Keep in mind that changing your sync direction during migration can impact your data in either or both applications. See the Choose an Event Sync Direction section in [Learn about Administrator-Set Considerations for Migration](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_event_sync_other.htm&release=264.0.0&type=5 "Before you move from Salesforce for Outlook to Einstein Activity Capture, review these considerations and guidelines on admin-set settings for Einstein Activity Capture.").

## Tell Reps About Any Changes to Field Mappings

If you had to alter your field mappings because Einstein Activity Capture doesn’t sync to custom Salesforce fields, communicate this change to your testers and sales reps. To make sure that important event data continues to sync between calendars, the change in mappings likely requires a change to their typical work flows. See the Reconsider Mappings for Custom Fields section in [Learn about Administrator-Set Considerations for Migration](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_event_sync_other.htm&release=264.0.0&type=5 "Before you move from Salesforce for Outlook to Einstein Activity Capture, review these considerations and guidelines on admin-set settings for Einstein Activity Capture.").