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#Einstein Activities Capture토론 중인 항목 8개

Hi there, I have created a new user and all profile and permission sets are one of my standard ones that is used. I have gone through line by line and they have all the correct accesses but when i go to add them to the Einstein Activity Capture configuration, they are not present on the list to add? No idea what has changed or want needs to be done differently. Any one experienced this before? 

 

#Einstein Activities Capture

답변 3개
  1. 10월 13일 오후 10:42

    To fix this issue, navigate to Setup, open your Einstein Activity Capture configurations, and ensure the user or their profile is moved from the available list to the selected list. If specific individuals still lack the connection prompt, go to Setup users, open the affected user's record, and edit their permission set assignments to include the Standard Einstein Activity Capture permission set. Once saved, have the user log back into Salesforce and follow the prompt banner to link their email and calendar. Check out this video: https://www.youtube.com/watch?v=NZEo7KK0M2s

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In our Salesforce org, we are seeing the following notification: 

 

 

"Your org stops syncing with Microsoft when Exchange Web Services (EWS) retires starting October 1, 2026."

  

 

We checked our Einstein Activity Capture (EAC) settings and noticed that Google G Suite

is currently connected. We do not have a Microsoft Outlook account connected to EAC. 

 

Based on this configuration, we have a couple of questions:

  1. Since our EAC configuration is using Google G Suite, do we still need to upgrade the authentication method from Exchange Web Services (EWS) to Microsoft Graph API?
  2. Since Outlook Integration & Sync is enabled, does this require us to migrate from EWS to Microsoft Graph API even though Google G Suite is the connected account in EAC?
  3. If the Microsoft Graph API upgrade is still required, what is the recommended authentication level/permission level that should be configured for the Salesforce app in Azure?
  4. Is there any impact on our current EAC functionality if we continue using Google G Suite and do not have Microsoft Outlook connected?

I have attached screenshots of our current configuration for reference. 

 

Any guidance from someone who has already handled this EWS retirement transition would be greatly appreciated.Is Microsoft Graph API authentication required when Google G Suite is connected in EAC?image.pngimage.pngScreenshot 2026-09-28 110025.png

 

#Einstein Activity #Einstein Activities Capture #EAC #Salesforce Admin #Salesforce Developer

답변 1개
  1. 9월 28일 오후 5:41

    Whether you are using it or not, you have the Outlook Integration toggle "On."  This may be triggering the Notification. 

     

    The documentation on this is pretty dense.  I had to complete the setup of EAC (which we don't actually use in our org, but we had started the Setup a while ago and stopped) and complete the transition to Microsoft Graph before the notification would stop.

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In our Salesforce org, we are seeing the following notification:

 

"Your org stops syncing with Microsoft when Exchange Web Services (EWS) retires starting October 1, 2026."Is Microsoft Graph API authentication required when Google G Suite is connected in EAC?image.png

We checked our Einstein Activity Capture (EAC) settings and noticed that Google G Suite

 is currently connected. We do not have a Microsoft Outlook account connected to EAC. 

 

Based on this configuration, we have a couple of questions:

  1. Since our EAC configuration is using Google G Suite, do we still need to upgrade the authentication method from Exchange Web Services (EWS) to Microsoft Graph API?image.png
  2. Since Outlook Integration & Sync is enabled, does this require us to migrate from EWS to Microsoft Graph API even though Google G Suite is the connected account in EAC?image.png
  3. If the Microsoft Graph API upgrade is still required, what is the recommended authentication level/permission level that should be configured for the Salesforce app in Azure?image.pnghttps://help.salesforce.com/s/articleView?id=sales.activity_capture_graph_api.htm&type=5#:~:text=App%20ID%20for%20Microsoft%20Graph%20Authentication 
  4. Is there any impact on our current EAC functionality if we continue using Google G Suite and do not have Microsoft Outlook connected?

I have attached screenshots of our current configuration for reference. 

 

Any guidance from someone who has already handled this EWS retirement transition would be greatly appreciated.

 

#Einstein Activity #Einstein Activities Capture #EAC #Salesforce Admin #Salesforce Developer 

답변 2개
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Why are we now seeing many Salesforce instances carrying duplicate  "Standard Einstein Activity Capture" Permission Sets?  

 

Many of our client orgs now have two EAC Perm Sets:  

 

1.  StandardEinsteinActivityCapturePsl  

2.  StandardEinsteinActivityCapture

2

Psl  

 

Does this have to do with EWS > Graph? Or the update to capture EAC emails/events as real activities?  

 

Would be nice for Salesforce to provide documentation..  

 

#Einstein Activities Capture  #Einstein Activity  #Email

답변 2개
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Hi there! Does anyone know of a comprehensive chart that describes the similarities and differences between salesforce Inbox and standard Einstein activity capture? Technical details are preferred, but I’ll take anything to start. Thank you in advance!

#Sales Cloud Einstein #Sales Cloud #Inbox Option #Einstein Activities Capture
댓글 1개
  1. 2025년 8월 13일 오후 8:30

    These are 2 quite different products in how they are deployed. 

     

    Inbox 

    Optional email tracking, with availability insertion 

    Inbox , now called

    Sales Cloud everywhere, is used and configured by the end user, adding various capabilities the user can use when they compose emails. help file

     

    There is also a side window on the email screen with a glimpse into the salesforce record from CRM 

     

    Einstein Activity Capture  

    Automatic email tracking and contact sync, configured at the server/setup menu, and opted into by each user (I believe). All email sent to and from the user's email account will automatically be logged in salesforce, and contacts and events can be auto synced. 

     

    The two product overlap in that both enable logging of emails... but I think that is it. Does anyone disagree? 

     

    These can be used together, in which case the user does not need to log the emails, but still might want to use the features of inbox like the CRM record preview, or the ability to insert calendar availability times into an email, to facilitate the recipient grabbing a time that works for both parties. 

     

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답변 1개
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one all 님이 #Sales Cloud에 질문했습니다

Hello Community,

 

recently i'm trying to use EAC in my sandbox using my office email (which using an office 365 account).

 

i believe, i already following the steps in salesforce documentation about setup the EAC, but the email is not sync in my contact record.

 

am i missing something?

 

#Sales Cloud  #Sales Cloud Einstein  #Einstein Activities Capture

답변 2개
  1. 2024년 3월 4일 오전 3:47

    so in other way, i need to implemented it on prod to know if it really working or not?

     

    just in case if it still not working, do you have any suggestion?

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Brian Bernstein 님이 #Sales Cloud Einstein에 질문했습니다

We have 360 Activities reporting enabled with Sales Cloud Einstein / Einstien Activity Capture. We also have email relay on with G-Suite. When a user sends a list email, that creates a list email/unified task AS WELL AS logs the email from their gmail account.

1) This effectively double-logs the list email on Unified Activities reports

2) I cannot figure out how to discern a list email in any Unified Activities/Unified Email reporting at all. All emails show simply as an email out, ie, a "From" email in a Users with Unified Activities report, the same as if the user sent the email conventionally.

 

How can I report on list emails sent using standard SF reporting?

 

#Sales Cloud Einstein  #Einstein Activities Capture  #EAC  #Email  #UnifiedAnalytics

답변 5개
  1. Andrew Russo (BACA Systems) Forum Ambassador
    2024년 2월 21일 오후 6:42

    Yeah what you’re thinking sounds about right tbh

    Andrew Russo

    arusso@bacasystems.com
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Has anyone had this issue before? My addresses are changing through some auto process or trigger. It's also using one of my user's accounts and she did not do any of this, nor was she on salesforce at this time of day. It's also using other accounts in other scenarios. From what I can find, I have turned off all processes that involve address updates.

 

I have spent a long time trying to figure this out. Salesforce Support says it is past their scope because we use other integrations that could be causing the issue.

 

From observation, it appears that the entire address is being mapped into the mailing street. Then another auto process is trying to fix it, then it's triggering the first process again. 

 

Here is one specific contact example:SOLVED: Address Auto Update IssueScreenshot 2024-01-24 at 10.18.10 AM.png

 

Here is another example that is similar but different. I have cleared this person's address to blank at least 5 times because she no longer lives here and we do not have her new address. It's like the address is being stored somewhere else and then the automated process is feeding it back in somehow? I have tried clearing from the contact level, the household level, and even completely deleting the related address in the contact. Still every time it is coming back.

 

Screenshot 2024-01-24 at 10.23.47 AM.pngScreenshot 2024-01-24 at 10.24.05 AM.png

답변 7개
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Darby Hogle 님이 #Analytics에 질문했습니다

I deleted the entered excluded internal domain and reset EAC but emails still aren't showing in activity timeline. How do I get these back? Also, is anybody having issues with analytics not tracking all emails? #EAC #Einstein Activities Capture

답변 2개
  1. 2024년 1월 19일 오후 8:40

    @Andrew Russo Ended up deleting the permission set for Inbox with EAC for all affected users, then adding them back and reconfiguring and it worked

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