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Learn about Administrator-Set Considerations for Migration
Before you move from Salesforce for Outlook to Einstein Activity Capture, review these considerations and guidelines on admin-set settings for Einstein Activity 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 |
Similar to Salesforce for Outlook, you define reps’ event sync settings in Einstein Activity Capture sync configurations. Read about considerations and guidelines related to each sync setting.
Choose an Event Sync Direction
Similar to Salesforce for Outlook, you must define a sync direction for events. To avoid introducing sync issues for your sales reps, we recommend that you maintain the same sync direction when you migrate to Einstein Activity Capture. See General Things to Know Before Replacing Your Sync Product
Keep in mind that syncing events on a large scale can impact sync wait times. For large companies or companies who create or update events using automated processes, consider using the Exchange to Salesforce sync direction. Automated processes include features such as triggers or Flow Builder, or perhaps custom automation designed by a developer at your company. While the Both Ways sync direction is available to you, keep in mind that that sync direction could delay event sync. To mitigate delays, review the advice in the next section on setting sync filters for performance.
Set Event Sync Filters for Performance
Einstein Activity Capture doesn’t offer as many filter options as Salesforce for Outlook. For details, see the event sync filters row in Learn about the Feature Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products.
Keep in mind that syncing on a large scale can introduce sync delays. Large-scale event sync can be affected by the number of syncing users or by any automated processes that create or update events automatically. If this description sounds like your Salesforce implementation, or it’s important that event sync occurs rather quickly, follow this recommendation: From your Einstein Activity Capture sync configurations, from the Advanced Sync Settings tab, filter out any events that are unnecessary to track. We suggest filtering out events with the end dates: Last 7 days, Last 30 days, or even TODAY. Note: If you revise this filter later, events occurring in the past don’t sync.
You can also exclude events from syncing for all your users based on the organizer’s or sender’s email address. The excluded addresses list also prevents emails and events from being captured and added to the activity timeline of related records. To do so, see Exclude Emails and Events from Being Added to Salesforce for All Users.
If you want to avoid performance issues altogether, consider either setting up capture functionality or Outlook Integration only.
- For capture-only setup up considerations, see Things to Know Before Rolling Out Einstein Activity Capture.
- By rolling out Outlook integration only, reps can manually add (or log) events and their attachments to Salesforce records. Added emails and events aren’t updated when there’s subsequent activity in Outlook, however. Event series can’t be manually logged. See Things to Know Before Replacing the Side Panel in Salesforce for Outlook (Retiring).
Reconsider Mappings for Custom Fields
Unlike Salesforce for Outlook, Einstein Activity Capture doesn’t sync Outlook fields to custom Salesforce fields. If you customized your Salesforce for Outlook mappings so that Outlook fields were mapping to any custom Salesforce fields, you can’t configure those same mappings with Einstein Activity Capture. To prepare your field mappings for Einstein Activity Capture rollout, follow these steps.
- Review the field mappings in your Salesforce for Outlook configurations and identify any custom Salesforce fields that you’re currently syncing to.
- Review the default Einstein Activity Capture field mappings. See Field Mappings for Event Sync. For any mappings that don’t work for your sales reps, choose replacements from standard event fields. For help, work with someone who is familiar with your company’s sales process, like an experienced sales rep, sales manager, or someone in a sales operations role. You can track any field-mapping customizations you want to make in the Salesforce for Outlook Migration Worksheetson the Feature Usage Checklist or Setup Step Checklist sheets.
Review All Einstein Activity Capture Sync Considerations
In addition, to reviewing advice specific to Salesforce for Outlook users, make sure that you review the considerations for Einstein Activity Capture meant for all users. See Considerations for Setting Up Einstein Activity Capture and the sync-related comparisons in Learn about the Feature Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products.
