---
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title: General Things to Know Before Replacing Your Sync Product
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version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_sfo_move_replace_things_general.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_general.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 911f133f9ae0b5ca00ef494567cf9d4146c361a2ea41f83108a641d686d424da
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# General Things to Know Before Replacing Your Sync Product

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.

### 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).

- Einstein Activity Capture requires Lightning Experience. If you haven’t already, roll out Lightning Experience before you begin your migration to Einstein Activity Capture. See [How to Transition to Lightning Experience](https://help.salesforce.com/articleView?id=lex_welcome_to_lex.htm&language=en_US). However, don’t remove your sales reps’ access to Salesforce Classic just yet. Removing reps’ access to Salesforce Classic also cuts off their access to Salesforce for Outlook, which can be something you’re not ready for. Plus, some reps need Salesforce Classic to clean up their duplicate repeating events. We cover those details later in the rollout process.
- While you can choose to enable capture only, if you want to sync as well, in most cases you’re required to enable both capture and sync. To get a better understanding of the differences between capture and sync, and when sync only is available, review [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.").
- Rather than syncing with the Outlook email client, Einstein Activity Capture syncs with Exchange, the Outlook email server that works behind the scenes. When you're setting up Einstein Activity Capture, notice that we sometimes refer to Exchange in place of Outlook. This detail matters to your IT or Exchange admin. But in most cases, you can assume that “Outlook” and “Exchange” refer to the same part of reps' user experience.
- Einstein Activity Capture sync doesn't support contact or event syncing with alias email addresses. Confirm that you've assigned only primary Microsoft email addresses as the usernames in your Salesforce user profiles.
- To avoid introducing sync issues for your sales reps, we recommend that you maintain the same contact and event sync directions when you migrate to Einstein Activity Capture. This recommendation is especially important if your reps are syncing recurring events with Salesforce for Outlook and you plan on rolling out Einstein Activity Capture event series sync. See [Learn About Preparing Repeating Events for Migration](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_event_sync_learn_re.htm&release=264.0.0&type=5 "When you migrate, sales reps experience sync issues with their repeating events. Determine which reps are affected, how they’re affected, and get guidelines to follow so you and your reps can navigate these issues."). If you must roll out different sync directions with Einstein Activity Capture, consider how that change impacts reps: First, with a few reps or a sales operations manager, review common user workflows for contacts and events. Then, consider whether those workflows have to change.