I have Outlook Integration setup and it appears to work as expected. I am taking the next logical step and trying out the Einstein Activity Capture.
I have enabled EAC and created a configuration and I do not sync private events and i sync events both ways. I also have my user connected to our MS Exchange. The first sync from Outlook to SF occurs and works partially. Here are my questions and cannot find explanations for them.
- The sync is only happening from outlook to SF not from SF to Outlook, why? I did check to make sure my SF email matches my outlook email address.
- EAC creates a new calendar in SF called 'Microsoft Exchange' where the sync'd events from outlook appear. They are not included in the calendar 'My Events'. I understood they should be listed in the SF calendar 'My Events'.
- The sync only occurs the first time I connect SF and my Exchange account. Any subsequent changes I make to Outlook calendar events, they do not sync to SF, why? I have waited hours - well past the 15 minutes.
- Even though I am not syncing Outlook private events, the Outlook private events still are sync'd to SF, why?
My SF user account does have the permission set 'Standard Einstein Activity Capture'.
I have been searching and reading various SF Help articles and other posts and cannot get good explanations.
Any assistance or links I should review is greatly appreciated. Right now Outlook Integration is good and stable, but I am not at all confident with EAC.
Thanks
Mike
Thank you for the the links. I have been through most of it already and cannot get EAC to work beyond the first sync of the Outlook events to SF.
I will keep this post active but will submit a case with SF as well.
Mike