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.

1. Manage Your Repeating Events for Migration
   To avoid sync issues with repeating events when you migrate to Einstein Activity Capture, connect with your Salesforce admin about how you’re impacted. Then, follow the steps recommended for your sync direction.
2. Prepare Your Default Salesforce for Outlook Calendar for Event Sync Migration
   To avoid sync issues when you migrate from Salesforce for Outlook to Einstein Activity Capture, follow these guidelines to prepare your default calendars.
3. Get Ready to Sync Events from Salesforce for Outlook (Retiring) Using Einstein Activity Capture
   You can choose which events sync from your Microsoft® Outlook® calendar to Salesforce using Einstein Activity Capture.