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Michael Wray a posé une question dans * Salesforce Einstein *

We have meetings showing as Salesforce Event records that was sent from an external user that includes multiple internal users that I don't want to appear in Salesforce.   After the event was created in Salesforce, I added all the external domains to the excluded domains over 12 hours ago, but these records are still in Salesforce.  So, why haven't these Salesforce events been removed from Salesforce?

 

The Office 365 event details are as follows:

Organizer: jsmith@excludeddomain1.com (excludeddomain1.com added to excluded domains)

Attendees: 

internaluser1@internaldomain.com (Salesforce user, but not a EAC user)

internaluser2@internaldomain.com (Salesforce & EAC user)

partner@excludeddomain2.com (exludeddomain2.com has also been added to excluded domains)

 

And none of the excluded domain attendees have contact or lead records in Salesforce.

2 réponses
  1. 10 mars 2023, 19:28

    It looks like this link has the information I need related to this -

    Considerations for Excluding Data from Einstein Activity Capture

     

    • Events that don’t have attendees sync even if the organizer's domain is on the Excluded Addresses list.

    - But why is this a default setting?  So, it appears that users are going to have to make all events without attendees as private to keep them out of Salesforce.

     

    • When you exclude an email address or customer domain, here’s what happens regarding synced events.
      • New events don’t sync between Salesforce and the connected accounts.
      • New events aren’t stored in Salesforce.
      • Previously synced events no longer sync, but they remain in Salesforce or the connected accounts.

    - So, for events that shouldn't be in Salesforce after excluded domains are added, before deleting these in Salesforce, I would make sure to disable Remove deleted events in the configurations advance setting, and then go back and delete the unwanted events.

     

    • When you exclude an email address or customer domain, several rules determine whether the related emails and events are captured and synced.
      • The admin’s list applies to the entire org, and has priority over users’ lists.
      • When email or event recipients include multiple Einstein Activity Capture users and a customer, Einstein Activity Capture users must add the customer’s email to the Excluded Addresses list.
      • When email or event recipients include Einstein Activity Capture users and multiple customers, Einstein Activity Capture users must add at least one customer email or domain to the Excluded Addresses.

    - The last bullet isn't clear to me about multiple customer emails on an email or event.  If you have one of the customers emails on the excluded list, does this mean the entire email or event is excluded even if the other customer email isn't on the exclude record, but exists as a contact in Salesforce? 

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