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How Event Series Sync with Einstein Activity Capture
If you use Microsoft with Einstein Activity Capture, you can sync event series. There are some considerations to be aware of.
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 We’re reorganizing the Einstein Activity Capture documentation. We’re
moving some information around, but we aren’t deleting anything.
- Einstein Activity Capture supports sync for event series for Microsoft Exchange Online with Office 365 and Microsoft Exchange on-premises servers.
- Einstein Activity Capture supports sync for event series from Google to Salesforce. Event sync from Salesforce to Google isn’t supported.
- Sync for recurring events (repeating events created in Salesforce Classic) isn’t supported.
- If you have a pre-existing event series when you turn on Einstein Activity Capture event syncing, the past events in the series aren’t reflected on the Activities dashboard.
- When you update an event series, such as changing the subject, Salesforce doesn’t update the past events in the series, but Microsoft does. Later, when events sync between Salesforce and Microsoft, the events are considered different and appear on the activity timeline as duplicates.
- When you update an individual event in an event series, such as changing the subject or attendee list, the change isn’t always reflected in the events that appear in the activity timeline.
- When you edit a series in your Microsoft calendar, only updates to future events sync to Salesforce. When you delete a series in your Microsoft calendar, only future events are removed from Salesforce.
- When you delete individual events from an event series, the delete syncs between Salesforce and your Microsoft calendar based on your sync direction. The individual events are removed from the Microsoft series regardless of whether your admin has selected the Delete synced events option in your sync configuration.
- If you convert an event series to a standalone event in your Microsoft calendar, Einstein Activity Capture doesn’t remove the series from the Salesforce calendar. We recommend that you delete the series from your Microsoft calendar and re-create it as a standalone event.
- When you convert a standalone event to a series from Microsoft calendar, Einstein Activity Capture deletes the matching standalone event in Salesforce and creates a series. The new series doesn’t retain relationships from the original event to other Salesforce records that you added manually. If you’re set up to relate contacts or leads to events, Einstein Activity Capture attempts to relate records based on the data you saved in the new series.
- When you make critical changes to your series from your Microsoft calendar or Salesforce,
Salesforce event descriptions and relationships to other records aren’t retained. Events that
you’ve edited to fall outside of the series are also updated and begin syncing again. Deleted
events are re-created to include the critical changes and also begin syncing again. Critical
changes to an event series include modifications to:
- The all-day event checkbox
- Appointment times (StartDateTime, Duration)
- Recurrence patterns (RecurrenceType, Instance, Interval, DayOfMonth, DayOfWeekMask, MonthOfYear, DayOfWeekIndex)
- Ranges of occurrences (Occurrences, EndDateOnly, EndKind)
- If you edit the Assigned To field for an event series, the change causes issues when Salesforce syncs with your Microsoft calendar. To reassign an event series, we recommend that you delete the event series and re-create it with your desired Assigned To field.
- If you change the private flag on an individual event from a series, the change causes issues when Salesforce syncs with your Microsoft calendar. To set a different private flag for an individual event, we recommend that you create a standalone event.
- When an event series includes recurrence patterns supported in Microsoft but not in Salesforce, you can’t see or edit the pattern in Salesforce. Instead, edit these events from your Microsoft calendar.
- A recurring event series syncs to Salesforce if at least one occurrence falls after the past date limit set by the End Date filter in your Einstein Activity Capture configuration. When the series syncs, Einstein Activity Capture doesn't sync the individual occurrences. Instead, it syncs the series definition and the template data. It also syncs any exceptions, such as modified or deleted occurrences. Afterward, the calendar projection process creates individual event records for occurrences that fall within the past and future windows. See creating_events_lexcreating_events_lexcreating_events_lexConsiderations for Using Events in Lightning Experience
- If a recurring event series has an end date that falls after the limit set by the End Date filter in your Einstein Activity Capture configuration, the series doesn't sync.
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