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          Before You Get Started

          Before You Get Started

          Make sure that Einstein Activity Capture is set up in Salesforce and that you understand how it works with events. Also, review how to set up and work with interaction summaries.

          Required Editions

          Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions where Financial Services Cloud and Einstein Activity Capture are enabled.

          Before you get started, we recommend these resources.

          Einstein Activity Capture supports syncing events and syncing events as interactions with the following differences:

          Feature Syncing Events Syncing Interactions
          Sync direction Bi-directional Unidirectional
          Recurring Event Sync Supported Not supported
          Activity Metrics Supported Not supported
          Activity Timeline Supported Not supported
          Activity Dashboard Supported Not supported
          External Organizer Meeting Sync Supported Supported
           
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