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How to Respond to Event Invitations from Your Microsoft or Google Calendar

How to Respond to Event Invitations from Your Microsoft or Google Calendar

To avoid overwriting your attendance status when syncing with Einstein Activity Capture, consider your sync direction before you accept and decline event invitations.

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.

If you work in Lightning Experience or the Salesforce mobile app, accepting and declining event invitations isn’t available.

If you work in Salesforce Classic, accepting and declining invitations is possible but isn’t recommended for Einstein Activity Capture users who sync events in certain directions. Because responses to event invitations don’t sync from Salesforce to your Microsoft® or Google Calendar™, you can unintentionally override your attendance status. To avoid doing so, learn how sync directions impact which application to use when responding to event invitations. If you’re not sure what direction your events are syncing, talk to your Salesforce admin.

Sync Direction Application to Respond from Reason
  • Exchange to Salesforce
  • Google to Salesforce
  • Both Ways
  • Microsoft Exchange–based calendar
  • Google Calendar

Because your response syncs to Salesforce, the status is accurate in both applications.

If you respond from Salesforce, your status is overwritten the next time Microsoft or Google events sync to Salesforce.

  • Salesforce to Exchange
  • Salesforce to Google
  • Microsoft Exchange–based calendar
  • Google Calendar
  • Salesforce
Because responses don’t sync from Salesforce to Microsoft or Google, your attendance status remains only in the application where you responded. To show your attendance status in both applications, you have to respond in both applications.
 
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