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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

 

#Sales Cloud  #Integration

2 respostas
  1. 25 de fev. de 2022, 15:47

    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

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