Things to Know Before Replacing Your Event Sync Product

Before you move from Salesforce for Outlook to Einstein Activity Capture, review these event sync considerations and add suggested guidelines to your migration plan.

• 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.
• Learn About Preparing Repeating Events for Migration
  When you migrate, sales reps experience sync issues with their repeating events. Determine which reps are affected, how they’re affected, and get guidelines to follow so you and your reps can navigate these issues.
• 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.
• Learn About More User Training for Migration
  Before you move from Salesforce for Outlook to Einstein Activity Capture, review these training guidelines for Einstein Activity Capture users to follow.
• Have Sales Reps Prepare Their Events for Sync Migration
  To help reps prepare their events for migration from Salesforce for Outlook to Einstein Activity Capture, work with them on completing these instructions.