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            Preparing to Sync Interactions with Einstein Activity Capture

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            3. Financial Services Cloud Admin Guide

            Preparing to Sync Interactions with Einstein Activity Capture

            If your Salesforce admin configured Einstein Activity Capture to sync interactions to Salesforce, make sure that it works the way you want.

            Required Editions

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

            Prepare events that you don’t want to sync as interactions before your admin turns on your Einstein Activity Capture configuration. You can manage which events sync at any time. To remove synced interactions from Salesforce, manually delete them.

            To prevent personal events from syncing from your Google or Microsoft calendar to Salesforce as interaction and interaction attendee records, create a separate calendar. Einstein Activity Capture syncs only your default calendar to Salesforce.

            When Salesforce admins define sync settings in Einstein Activity Capture configurations, they choose whether to sync users’ private interactions. Users can also prevent interactions from syncing by assigning the private option to events from their calendar applications.

            Select the Setting to Sync Private Interactions to Salesforce

             
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