Learn About More User Training for Migration

Train Reps on How to Prevent Certain Events from Syncing

Unlike Salesforce for Outlook, with Einstein Activity Capture, reps don’t use Outlook categories to mark their events for sync. Instead, you largely control what syncs using the admin-set Einstein Activity Capture settings and filters. Putting admins in control of what syncs relieves reps of the responsibility of doing so, keeping both Salesforce and Outlook events aligned and up to date.

However, because you want to keep personal or irrelevant events out of Salesforce, reps have some control over what syncs. Reps could be aware of these details thanks to earlier steps completed to prepare for migration, but it’s a good idea to remind reps during training as well. See Get Ready to Sync Events Using Einstein Activity Capture.

Train Reps on Private Event Sync

Unlike Salesforce for Outlook, Einstein Activity Capture has no user setting to enable or disable private event sync. However, you can decide whether reps’ private events sync by choosing the private event sync setting in Einstein Activity Capture configurations. If you disable private event sync, events can prevent certain events from syncing by marking them as private. See Get Ready to Sync Events Using Einstein Activity Capture.

Train Reps on Attendee Sync

Unlike Salesforce for Outlook, with Einstein Activity Capture, details about contacts, leads, and other Salesforce users invited to Salesforce events sync to Outlook.

Events sync for both the organizer and attendees according to the sync direction admins have set for the organizer. For this reason, it’s best when admins set up event sync for whole teams, especially those teams that meet together often. Sometimes this behavior is unavoidable, but note that when a nonsyncing organizer invites a syncing attendee, the attendee experiences some unexpected sync behavior. Sometimes, events don’t sync at all. To learn more, see How Event Attendees Sync with Einstein Activity Capture. Get familiar with the functionality and anything you must note for your testers and sale reps.

Also note that attendee responses to event invitations never sync from Salesforce to Exchange. To avoid overwriting attendance statuses, train reps on where to respond to event invitations based on their set sync directions.

Tell Reps About Any Changes to Sync Direction

We recommend that you avoid changing your event sync direction when you migrate. But if you must do so, remember to communicate the change to your testers and sales reps so they know from which calendars to update their events. Keep in mind that changing your sync direction during migration can impact your data in either or both applications. See the Choose an Event Sync Direction section in Learn about Administrator-Set Considerations for Migration.

Tell Reps About Any Changes to Field Mappings

If you had to alter your field mappings because Einstein Activity Capture doesn’t sync to custom Salesforce fields, communicate this change to your testers and sales reps. To make sure that important event data continues to sync between calendars, the change in mappings likely requires a change to their typical work flows. See the Reconsider Mappings for Custom Fields section in Learn about Administrator-Set Considerations for Migration.