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General Things to Know Before Replacing Your Sync Product
If you’re replacing Salesforce for Outlook sync with our next-generation products, you’re setting up Einstein Activity Capture. To avoid introducing duplicate records or missing items for sync, review these considerations before you start your migration and follow any recommended guidelines.
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 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.
- Einstein Activity Capture requires Lightning Experience. If you haven’t already, 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 can be something you’re not ready for. Plus, some reps need Salesforce Classic to clean up their duplicate repeating events. We cover those details later in the rollout process.
- While you can choose to enable capture only, if you want to sync as well, in most cases you’re required to enable both capture and sync. To get a better understanding of the differences between capture and sync, and when sync only is available, review Things to Know Before Rolling Out Einstein Activity Capture.
- Rather than syncing with the Outlook email client, Einstein Activity Capture syncs with Exchange, the Outlook email server that works behind the scenes. When you're setting up Einstein Activity Capture, notice that we sometimes refer to Exchange in place of Outlook. This detail matters to your IT or Exchange admin. But in most cases, you can assume that “Outlook” and “Exchange” refer to the same part of reps' user experience.
- Einstein Activity Capture sync doesn't support contact or event syncing with alias email addresses. Confirm that you've assigned only primary Microsoft email addresses as the usernames in your Salesforce user profiles.
- To avoid introducing sync issues for your sales reps, we recommend that you maintain the same contact and event sync directions when you migrate to Einstein Activity Capture. This recommendation is especially important if your reps are syncing recurring events with Salesforce for Outlook and you plan on rolling out Einstein Activity Capture event series sync. See Learn About Preparing Repeating Events for Migration. If you must roll out different sync directions with Einstein Activity Capture, consider how that change impacts reps: First, with a few reps or a sales operations manager, review common user workflows for contacts and events. Then, consider whether those workflows have to change.
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