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            Test a User’s Einstein Activity Capture Sync Status

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            Test a User’s Einstein Activity Capture Sync Status

            If you connect to Einstein Activity Capture using an org-level connection or service account, you can test whether a user’s contacts and events are syncing properly. If a problem occurs, you can reset the user. We also show you that the user accepted the Einstein Activity Capture terms of service and you can send a reminder.

            Required Editions

            Available in: Lightning Experience
            Available with Einstein Activity Capture Standard in Sales in Starter, Pro Suite, Professional, and Enterprise Editions
            Available with Unlimited Edition, Einstein 1 Sales Edition, and Agentforce 1 Edition
            Available with Einstein for Sales, which is included in Einstein 1 Sales Edition and available for an extra cost in Enterprise and Unlimited Editions
            Available with Sales Engagement, which is included with Sales in Performance and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions
            Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions
            Note
            Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.
            User Permissions Needed
            To check a user’s sync status:

            Customize Application

            OR

            Modify All Data
            To view the Einstein Activity Capture setup pages:

            View Setup and Configurations

            AND

            Customize Application OR Modify All Data
            1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Settings.
            2. In the Quick Links section, click Check User Sync Status.
            3. Enter the name of an Einstein Activity Capture user. If the user’s acceptance of the terms of services is pending, you can send a reminder.
            4. To see whether a user’s contacts and events are syncing properly, click Check Status.

              Einstein Activity Capture checks the connection between Salesforce and your email server and summarizes the results.

            5. If errors are listed, click Reset User.

              Resetting the user removes and then restores the connections between the user’s email and calendar application and Salesforce. After the connection is restored, contacts and events are synced again. The reset process can take several hours.

            6. If syncing doesn’t resume, check that the email address on the User record has the same domain as the Microsoft or Google credentials used when setting up the Einstein Activity Capture connection.

            See Also

             
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