Preparing to Sync Events with Einstein Activity Capture

Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.

Prepare events that you don’t want to sync before your admin turns on your Einstein Activity Capture configuration. You can manage which events sync at any time. To remove synced events from Salesforce, manually delete them.

Here are ways to prevent personal events from syncing from your Google or Microsoft calendar to Salesforce.

• To track personal events, create a separate calendar in your Google or Microsoft calendar application. Einstein Activity Capture is designed to sync only a reps’ default calendar to Salesforce.
• When Salesforce admins define sync settings in Einstein Activity Capture configurations, they choose whether to sync users’ private events. Users can also prevent events from syncing by assigning the private option to events from their calendar applications.
• Add email addresses to your Excluded Addresses list. Events associated with email addresses on the Excluded Addresses list aren’t synced between Salesforce and the connected accounts. Also, if you’re in a configuration that captures emails and events, emails and events associated with those email address aren’t added to the activity timeline of related Salesforce records. Events aren’t added to the Salesforce calendar.