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Access Migrated Configurations and Add Einstein Activity Capture Features
Now that your settings are moved, get familiar with the productivity-boosting features available to your users through Einstein Activity Capture and decide what you want to set up. Or you can adjust your previous sync settings.
Required Editions
| User Permissions Needed | |
|---|---|
| To access the Lightning Sync migration tool: | Manage Users AND Manage Lightning Sync AND Customize Application |
After your Lightning Sync settings are moved, you can access and update your migrated configurations from Einstein Activity Capture settings in Setup. To see certain features, your users must have the Einstein Activity Capture permission.
- Users can access features that were available with Lightning Sync without the Einstein Activity Capture permission. Users see those features as soon as you update and save configurations.
- To access Einstein Activity Capture features that weren’t available in Lightning Sync, such as Einstein Email Insights, users must have the Einstein Activity Capture permission.
Get to Einstein Activity Capture settings by following the link from the Lightning Sync page in Setup. Or, from Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Settings.
From the Settings page, click the Configurations tab. Your former Lightning Sync configurations, which are now Einstein Activity Capture configurations, are listed there. Open the configurations that you want to update. Then update settings or features. Here’s a list of options.
-
Update any contact or event sync settings that you were using with Lightning Sync. These
changes roll out to users as soon as you save the configuration. If the change affects your
users’ workflow, we recommend that you notify users before you save the configuration. For
example, if event sync was turned off during migration because a Lightning Sync setting wasn’t
supported, you can notify users to prepare their calendars, and then turn on sync for
all events.
- Open the configuration that you want to update.
- Enable the Events option.
- Select a sync direction for events. You can use the same sync direction that you used with Lightning Sync, or select a new one.
- On the Advanced Sync Settings tab, consider setting Filter by End Date to TODAY. Doing so prevents all of users’ Outlook events from the past 180 days from syncing to Salesforce. If you had any other event filters and sync settings on your Lightning Sync configuration, those items are already enabled on the migrated configuration. Adjust as-needed.
- Save the configuration.
-
Automatically show emails on the activity timeline of relevant Salesforce contacts, leads,
accounts, contracts, opportunities, and quotes. The Einstein Activity Capture permission is
required to roll out this change to users.
- Open the configuration that you want to update.
- Enable the Email option.
- Save the configuration.
- Show relevant Einstein Email Insights in the activity timeline and on email detail pages in Salesforce. The Einstein Activity Capture permission is required to roll out this change to users.
- Exclude users from adding emails or events from specific users or companies to Salesforce. The Einstein Activity Capture permission is required to roll out this change to users.
- Set default activity sharing. This Einstein Activity Capture permission is required to roll out this change to users.
When you’re ready, finish your migration by assigning Einstein Activity Capture permissions to any users who still don’t have it.
