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Things to Know Before Rolling Out Einstein Activity Capture
Unlike Salesforce for Outlook, Einstein Activity Capture offers email, event, and contact capture functionality as well as contact and event sync. Before you roll out the product to your users, learn about the differences between the two, and be aware of the considerations for capture.
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 |
Capture functionality automatically displays relevant Outlook email, event, and contact details in Salesforce without creating records for them.
- Relevant Outlook email and events are automatically displayed on the activity timelines of related Salesforce records, and on the Salesforce calendar.
- Relevant Outlook contact data is also captured and used to create email insights and recommended connections. To get a better understanding of those features, see What Does Einstein Activity Capture Do?
Make Sure Your Users Are Ready to Work in Lighting Experience
Einstein Activity Capture requires Lightning Experience. Make sure you roll out Lightning Experience before you begin your migration to Einstein Activity Capture. See How to Transition to Lightning Experience. However, don’t remove your sales reps’ access to Salesforce Classic just yet. Removing reps’ access to Salesforce Classic also cuts off their access to Salesforce for Outlook, which you might not be ready for. Plus, if you plan to roll out sync as well, some reps need Salesforce Classic to clean up their duplicate repeating events. We cover those details later in the rollout process.
Enabling Capture vs. Enabling Sync
Some admins can opt to set up capture instead of sync to save on Salesforce storage, avoid sync lags for customers with lots of event and contact data, and avoid any cumbersome considerations for migrating to a new sync product. To do so, set up reps for Einstein Activity Capture, but don't create sync configurations for reps.
While it isn’t possible to turn off email capture, it is possible to set up contacts and events for sync only. To do so you must choose the Einstein Activity Capture sync direction Salesforce to Exchange for contacts or events. With that sync direction, Outlook events are no longer automatically displayed to the activity timelines of related Salesforce records or to reps’ Salesforce calendars, and Outlook contact data also stops being captured.
It’s not possible to turn off contact or event capture for the Exchange to Salesforce or Both Directions sync directions.
Review More Considerations
Before rolling out Einstein Activity Capture, review the considerations that impact all customers. Considerations for Setting Up Einstein Activity Capture.
