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#Einstein Activity3 discussing

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

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

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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

2 answers
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We know we can remove the Einstein Activity Capture Included permission set from that user, but we would like a way for the user to be able to stop the sync flow themselves.  #Einstein Activity

4 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    May 22, 2023, 6:18 AM

    Did you manage to try out my flow powered suggestion to provide users the ability to opt out of EAC?

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Einstein Activity Capture is enabled, the user has the necessary permission set, and the user has agreed to the EAC terms.  Only about 5% of the user's events created flow to Outlook.  What could be causing this please? 

4 answers
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🎉  [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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🎉  [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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4 comments
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Hi guys,

 

I've added Einstein Activity Capture and have set the shared contents of activities to "all" on the org level. But I want to be able to control certain users to be able to post meetings/email and ensure their contents are not visible to other users.

 

See request: 

we wouldn’t want to capture certain emails between senior staff who some are on external email addresses.

However we will need to share at some point once we decide on that.

Just thinking about this; can you actually only turn on this function for User 1, User 2 and User 3?

We would not want to share emails from User 4 and User 5.

 

Any help would be appreciated!

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Lightning Sync with Outlook

Good Morning, I recently (past few days) am having issues with our calendar events from Salesforce not hitting the outlook calendar.

I have confirmed nothing has changed on our Microsoft Exchange side.

I have tested with multiple users including myself.

I do not have Einstein Activity turned on but I hadn't before this with no issue.

I'm wondering if it has something to do with the winter release.

Any recommendations are greatly appreciated.

Thanks and Happy Friday!

Kim

2 comments
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