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            Preparing to Sync Contacts with Einstein Activity Capture

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            Preparing to Sync Contacts with Einstein Activity Capture

            If your Salesforce admin configured Einstein Activity Capture to sync contacts, review our suggestions for making sure it works the way you want.

            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.

            Microsoft Exchange

            After you’re set up to sync contacts, Einstein Activity Capture creates a folder called Salesforce_Sync in your connected Microsoft account’s contact directory. Your contacts sync between the Salesforce_Sync folder and Salesforce. Don’t rename, move, or delete the Salesforce_Sync folder. If you delete the folder, contacts stop syncing between your connected account and Salesforce.

            If you’re set up to sync from Salesforce to Microsoft Exchange only, no more setup is required. Your contacts are syncing from Salesforce to your Salesforce_Sync folder.

            If you’re set up to sync from Microsoft Exchange to Salesforce or both ways, move the contacts that you want to sync to Salesforce into the Salesforce_Sync folder. Salesforce recommends that you keep syncing contacts only in the Salesforce_Sync folder. If you have the same contact in both the Salesforce_Sync folder and your main address list in Outlook, a duplicate of it appears in the All contacts list in Outlook.

            Note
            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.

            Google

            After you’re set up to sync contacts, Einstein Activity Capture creates a group called Salesforce Sync in your connected Google account. Your contacts sync between the Salesforce Sync group and Salesforce. Don’t rename, move, or delete the Salesforce Sync group. If you delete the group, contacts stop syncing between your connected account and Salesforce.

            If you’re set up to sync from Salesforce to Google only, no more setup is required. Your contacts are syncing from Salesforce to your Salesforce Sync group.

            If you’re set up to sync from Google to Salesforce or both ways, move the Google Contacts that you want to sync into the Salesforce Sync group. To sync, all Google Contacts must have an Email field with a Work label and a Phone field with one of the following standard labels: Home, Work, Other, Mobile, or Work Fax. Einstein Activity Capture starts syncing contacts in the Salesforce Sync group that meet your sync criteria to Salesforce during the next sync cycle.

            See Also

             
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