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Bhargava S (Fingertipplus Technologies Private Limited) asked in #Einstein Activity
Sep 28, 6:13 AM
Is Microsoft Graph API authentication required when Google G Suite is connected in EAC?

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

1 answer
  1. Annmarie Baker
    Sep 28, 5:41 PM

    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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Bhargava S (Fingertipplus Technologies Private Limited) asked in * Salesforce Developers *
Sep 28, 6:29 AM
Is Microsoft Graph API authentication required when Google G Suite is connected in EAC?

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 

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Kunal Singh (SFDC) posted in * Sell Smarter with Salesforce Inbox *
Mar 12, 2019, 5:42 PM

I m trying to do POC on EAC (Einstein Activity Capture). I got access to O365. But when I m trying to connect Salesforce Inbox to O365 using email Id, I'm getting an error. Screenshot attached.

 

I get a pop-up message "Salesforce Inbox needs permission to access resources in your organization that only an admin can grant. Please ask an admin to grant permission to this app before you can use it."

 

My User is Non-Admin User and as per EAC even Non-Admin User can get connected to O365 and sync the events. Also what access Admin can give to Non-Admin User on O365 this is also not clear.

 

But why I'm getting this message. Screen Attached. Any help on this will be highly appreciated.

Screen Shot 2019-03-12 at 2.57.30 PM.png
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Brian Bernstein asked in #Salesforce Inbox
Feb 15, 2024, 9:00 PM
Update the EAC Calendar Event fields shown?

When I create an event in the Gmail/Google calendar, we have EAC set up to push that event to Salesforce. After the initial sync, if I go to that Google Calendar event, I see that I can "Edit Related Records" and if I select that, I see this:Update the EAC Calendar Event fields shown?It looks like the event type is editable; I would like to be able to edit more fields from here, but I cannot find any lightning page layout or anything else that would seemingly let me customize the fields shown here. 

 

For my actual use case, I want to be able to set the Event Record Type, because we use different record types for different meeting types. I know I could use some janky flow to set a record type based on the event subject, but I'd like to avoid that if possible.

 

Any guidance is appreciated, thank you.

 

#Salesforce Inbox  #EAC

4 answers
  1. Brian Bernstein
    Mar 19, 2024, 9:01 PM

    Does anyone have any specific advice here? Thank you.

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Brian Bernstein asked in #Sales Cloud Einstein
Feb 21, 2024, 12:10 AM
Discern LIST EMAILs using Unified Activities/ Activities 360 Reporting

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

5 answers
  1. Andrew Russo (BACA Systems) Forum Ambassador
    Feb 21, 2024, 6:42 PM

    Yeah what you’re thinking sounds about right tbh

    Andrew Russo

    arusso@bacasystems.com
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Darby Hogle asked in #Analytics
Jan 19, 2024, 3:24 PM
Entered a new internal excluded domain and it deleted all past emails from activity timeline. How can I get these back?

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

2 answers
  1. Darby Hogle
    Jan 19, 2024, 8:40 PM

    @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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Nathan Gill (IT and Operations Analyst at NG Services) posted in * Outlook/Teams, Gmail, and Inbox *
May 24, 2021, 10:55 PM

Inbox - MS 365 Events not showing up in "Today's Events" component

EAC is connected and functioning as expected.

We have successfully linked Salesforce to MS 365 and linked Outlook to Salesforce with the Outlook plug-in.

 Outlook calendar events are showing up in Salesforce Calendar as part of the Microsoft Outlook Calendar, separate from My Events.

There are events in the Outlook calendar in Salesforce.

On the Home page, the default Today's Events lightning component is empty as there are no events in My Events.

 

How do we get the Outlook events into the Today's Events lightning component? Is the only functionality to show Salesforce originating Events on the "Today's Events" component?

 

Thanks for any help you may have.

3 comments
  1. Marco Duravia (3DZ SPA)
    Aug 2, 2023, 8:19 AM

    Hi, I have the same problem but I didn't find any solution. 

    Someone has an idea?

    I've already connect the events on EAC in both directions, but my Today's Events not showing the Office 365 events

     

    Hi, I have the same problem but I didn't find any solution. Someone has an idea?Screenshot 2023-08-02 alle 10.18.47.png

    Screenshot 2023-08-02 alle 10.19.08.png

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Balkrishan Gohil asked in * Salesforce Sales Engagement *
May 24, 2023, 2:14 PM
Send EMail through Salesforce lightning

I have enable Sales Engagement in my Sandbox now i want to send email from lightning app but i dont want to connect Any mail service with EAC.

now if i give sales Enagagement permission to an user and then if i try to Send mail if force me to connect to an Mail Service.

my question is can i send mail from lightning app with an ORG wide Address with a Sales engagement user??

 

@* Salesforce Sales Engagement *  #Einstein Analytics #EAC #Salesforce Developer @Makenzie Pavan

 

Send EMail through Salesforce lightning

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ShikharO365 Kunwar (Salesforce Consultant at Ascendion) posted in * Sales Cloud - Best Practices *
Apr 20, 2023, 3:07 PM

🎉  [Don't miss out] Upcoming Sales cloud webinar #Sales Cloud #Einstein Activity Tracking #Einstein Activity #EAC 

 

Getting Started: Sales Cloud: Set Up Einstein Activity Capture

 

Learn how to automatically record in Salesforce every sales-related email and meeting in Gmail or Exchange with Einstein Activity Capture. A Salesforce expert will cover how Einstein Activity Capture associates email and events to related Salesforce records and syncs events and contacts between Google or Microsoft accounts and Salesforce.

 

Premier and Signature Success Plan customers, request an individual follow-up after the session.

 

Date/Time: Monday, Apr 24, 11:00 AM Eastern Time 

Format: Virtual, Listen-Only Webinar 

REGISTER HERE: https://cs.salesforce.com/events/7013y000001zekVAAQ

 

Premier and Signature Success Plan customers can request an individual follow-up after the session (1:1 follow-up invitations will be sent after you complete the survey).

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ShikharO365 Kunwar (Salesforce Consultant at Ascendion) posted in * Sales Cloud - Getting Started *
Apr 20, 2023, 3:07 PM

🎉  [Don't miss out] Upcoming Sales cloud webinar #Sales Cloud #Einstein Activity Tracking #Einstein Activity #EAC 

 

Getting Started: Sales Cloud: Set Up Einstein Activity Capture

 

Learn how to automatically record in Salesforce every sales-related email and meeting in Gmail or Exchange with Einstein Activity Capture. A Salesforce expert will cover how Einstein Activity Capture associates email and events to related Salesforce records and syncs events and contacts between Google or Microsoft accounts and Salesforce.

 

Premier and Signature Success Plan customers, request an individual follow-up after the session.

 

Date/Time: Monday, Apr 24, 11:00 AM Eastern Time 

Format: Virtual, Listen-Only Webinar 

REGISTER HERE: https://cs.salesforce.com/events/7013y000001zekVAAQ

 

Premier and Signature Success Plan customers can request an individual follow-up after the session (1:1 follow-up invitations will be sent after you complete the survey).

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