Does anyone have an article or graph that breaks down the difference between these?
I know that Outlook for SF will be retired in June 2024.
And a specific question... can you create events and edit fields on that Event from a Salesforce extension within your Outlook email if you have Einstein Activity Capture or is that only something you can do with Outlook for Salesforce ?
Thanks!
Tom Bassett (Vera Solutions) Forum Ambassador
There are a few options for Event Sync;
- In phased retirement
- From a side panel in Outlook you can manually create events and update records
- In phased retirement
- Automatically sync events from Salesforce to Outlook, Outlook to Salesforce or both ways. Will try to link to matching Sales Cloud Record.
You can use Option 2 and 4 together if you wanted to combine automatic sync and have some control of this in your Outlook client.