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Guidelines for Using Events with Einstein Activity Capture
Make sure you understand how Einstein Activity Capture works with events.
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 |
Note We’re reorganizing the Einstein Activity Capture documentation. We’re
moving some information around, but we aren’t deleting anything.
General
- Events are synced between Salesforce and a user’s connected Microsoft or Google account. The time it takes to sync a calendar event can vary depending on the sync direction and data traffic. For guidelines and best practices, see How Einstein Activity Capture Works.
- When events move from the connected account to Salesforce, they become Salesforce records and appear on the My Events calendar in Salesforce. The events are available in standard reporting and the Salesforce Platform. Your Salesforce sharing settings control which users have access to event records.
- For the most control over which event data moves to Salesforce, create a configuration with events enabled.
- Before you turn on a configuration with events enabled, ask your users to prepare events that they don’t want to sync.
- Event attachments don’t sync between Microsoft Exchange or Google and Salesforce.
- Formatted text in an event’s description, such as text color and paragraph style, doesn’t sync between Microsoft Exchange or Google and Salesforce. If users are set up to sync both ways, plain text replaces formatted text in the event description when an event syncs back to the connected account.
- Events created using Bookings with Me in Outlook don’t sync between Microsoft and Salesforce.
- When a user connects a Microsoft or Google account to Salesforce, events on or after that date sync to Salesforce. To change the event sync start date, adjust the filter by end date within the Einstein Activity Capture configuration. You can also adjust this date later in the Advanced Settings tab. The new end date filter value won't refetch events for users who already have a connected account. However, any new or updated events in the past, within the filter range, can sync. There's no initial outbound sync from Salesforce to Exchange or Google when a user onboards to Einstein Activity Capture.
- If a Google or Microsoft event started two or more days ago, changes to the event aren’t synced to Salesforce.
- All-day events sync from Microsoft to Salesforce as 24-hour events.
Event Organizers and Attendees
- Einstein Activity Capture syncs up to 50 attendees per event.
- If an event organizer creates an event in Salesforce, they can only invite attendees who are Salesforce users, contacts, or leads. Event organizers must invite other attendees from their external calendar.
- If an event organizer is set up to sync events from an external calendar to Salesforce or both ways, attendees are removed from events when a user changes or removes the attendee’s connected email address.
- If a user removes an attendee from an event, the attendee remains invited if the organizer replaces the email address on the external calendar event with an address that doesn’t match the original Salesforce user, contact, or lead. The attendee also remains invited if a user adds an email address that matches a record with the attendee's email address in a custom email field to the external calendar event.
- If an event organizer isn’t set up to sync events or is set up to sync after attendees, attendees who are set up to sync events experience unexpected sync behavior. See How Event Attendees Sync with Einstein Activity Capture.
Activity Timeline
- Events that include Einstein Activity Capture users are added to the activity timeline of related account, contact, and lead records. Users see events as records when you select the Relate synced events to Salesforce records option in your configurations’ advanced settings.
- If you use Google Workspace, event series don’t appear on the activity timeline.
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The Only Show Events That Are Salesforce Records setting in the Einstein Activity Capture settings controls which events appear on the activity timeline of related records.
If you started using Einstein Activity Capture before Spring ’23 and have the setting turned off, you can see the Only Show Events That Are Salesforce Records setting. We recommend that you create a configuration with events enabled and turn on the setting. That way, all events on the activity timeline are available in standard reports and powerful Salesforce Platform capabilities.
When the Only Show Events That Are Salesforce Records setting is off:
- Events that include Einstein Activity Capture users are added to the activity timeline of related account, contact, lead, opportunity, contract, and quote records. But the events on the activity timeline aren’t Salesforce records unless you select the Relate synced events to Salesforce records option from a configuration’s advanced sync settings. Only events that are Salesforce records are available in standard reports and other Salesforce Platform capabilities.
- All-day events on the event detail page are shown as occurring from midnight to midnight in GMT.
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