How Interactions Sync with Einstein Activity Capture
Einstein Activity Capture matches your Microsoft or Google events with relevant Salesforce interactions and interactions attendees. Learn which interactions are synced and how often.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions where Financial Services Cloud and Einstein Activity Capture are enabled. |
Which Interactions Sync and How Are They Matched?
Einstein Activity Capture checks whether an interaction with the same subject, date, and start and end times exists in both Salesforce and Microsoft or Google. If interactions match, they’re mapped to each other and synced to Salesforce. If no interactions match, a new interaction is created, and the two are mapped to sync unmatched interactions to Salesforce.
Because recent interactions are the most relevant to you, after your Salesforce admin initiates sync, Einstein Activity Capture attempts to match:
- New Salesforce interactions after you create them or existing Salesforce interactions after you update them
- New and existing Microsoft or Google interactions that fall within the filter and sync settings set by your admin
Interaction sync can take a day or more. Some factors can impact sync wait time, such as:
- If many users are set up to start syncing around the same time
- When sync is pending for a significant number of interactions
For example, at a large company, an extended wait time is likely on the first sync.
Einstein Activity Capture can sync up to 50,000 interactions per user at a time. If you have more than 50,000 events to sync, an additional nonsyncing interaction is picked up for sync only when one of the 50,000 stops syncing. An interaction stops syncing if you or someone with access deletes the interaction in Salesforce or your external calendar, if the interaction has occurred and no longer meets past event sync filters, or if an interaction sync issue occurs.
Deleting a Synced Interaction
If an admin selects Remove deleted interactions from a configuration’s advanced sync settings, when you delete a syncing interaction, it’s also removed from the connected accounts. You can delete an interaction in Salesforce only if the interaction hasn’t already happened.
How Interaction Attendees Sync with Einstein Activity Capture
If you sync interactions with Einstein Activity Capture, invited contacts sync as Interaction Attendee records in Salesforce.
Interaction attendee details sync when the interaction organizer is a Salesforce user who’s been set up to sync interactions with Einstein Activity Capture. If the interaction attendee isn’t a Salesforce user or contact, only the email ID of the attendee is synced to Salesforce.
Einstein Activity Capture syncs up to 50 attendees per interaction.
