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            Learn About Preparing Default Salesforce for Outlook Calendars for Migration

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            Learn About Preparing Default Salesforce for Outlook Calendars for Migration

            To avoid sync issues when you migrate your reps from Salesforce for Outlook, have reps follow these guidelines to prepare their default calendars. These guidelines are the same for users syncing in any direction.

            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
            Important
            Important When scheduling your rollout milestones, plan to activate Einstein Activity Capture configurations shortly after reps finish preparing their events for migration. Minimizing sync downtime reduces opportunities for your reps to introduce differences between their Salesforce and Outlook calendars, which can cause confusion in the interim.
            Important
            Important Full product retirement for Salesforce for Outlook is scheduled for December 2027. See Salesforce for Outlook Retirement. To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See Move from Salesforce for Outlook (Retiring) to the Next-Generation Products.

            Why Do Reps Have to Prepare Their Default Calendars for Migration?

            Unlike Salesforce for Outlook, Einstein Activity Capture syncs with a reps’ default Outlook calendar only. Reps can’t manage their syncing events by selecting a certain calendar (or Outlook folder) for sync.

            If reps have elected to sync events to alternative calendars using Salesforce for Outlook, when you enable Einstein Activity Capture, the product can’t locate the alternative calendars and instead syncs any events it finds on the reps’ default calendar—which likely aren’t the events the rep intended to sync if they had organized their calendars otherwise.

            Does This Consideration Impact Your Users?

            If reps have organized their calendars this way, reps are probably aware of it. In that case, it’s probably safe to just share guidelines with them before your rollout and give them time to prepare their calendars. However, in case reps don’t know, they can check their Salesforce for Outlook Settings before Salesforce for Outlook is retired in 2024 to see which calender they’re syncing. For help, see step 6 in Install and Set Up Salesforce for Outlook.

            How Can Reps Navigate This Issue?

            Before you begin your rollout, share instructions for completing preparatory steps with your testers or users. See Prepare Your Default Salesforce for Outlook Calendar for Event Sync Migration.

             
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