How Contacts Sync with Einstein Activity Capture

How Contacts Sync with Salesforce Records

When Einstein Activity Capture runs its initial contact sync, it checks to see whether contacts with the same email address exist in Salesforce and your connected account. If Einstein Activity Capture finds contacts with matching email addresses, the two contacts are mapped to each other and begin to sync. If Einstein Activity Capture can’t find a contact with a matching email address, it checks whether contacts with the same first and last name exist.

If multiple contacts in Salesforce have matching email addresses, Einstein Activity Capture matches the contact with the most recent activity, most recent updated date, or oldest creation date, depending on your sync configuration.

If no match is found in Salesforce or your connected account, a new matching contact is created.

After the initial sync, Einstein Activity Capture periodically checks whether contacts require syncing.

Einstein Activity Capture also checks whether a contact’s company name matches a Salesforce account’s company name. If a match is found, the Salesforce account is related to the synced contact in Salesforce. If no match is found, the synced contact is added to the Unresolved Items list in Salesforce.

Note Contact sync doesn’t support Outlook categories, so contacts labeled with a Salesforce_Sync category that don’t exist in a contacts subfolder of the same name don’t sync with Salesforce. To avoid this issue, disable contact categories and select the Salesforce_Sync folder for new contacts in Outlook. See EAC - New Contacts Created In Outlook with ‘Salesforce_Sync’ Category Do Not Sync to Salesforce.

How Person Accounts Sync with Salesforce Records

If your admin enabled person accounts in Salesforce, your person accounts sync with contacts in your connected account. Person accounts sync the same way as contacts do. Here are a few things to keep in mind when syncing person accounts.

• If you’re set up to sync contacts from your connected account to Salesforce or both ways, create person accounts in Salesforce before you start syncing.
• To match person accounts and contacts, Einstein Activity Capture compares the First Name and Last Name fields in Salesforce to the Company field in your connected account. Changes to the First Name, Last Name, and Company fields don’t sync between applications.