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#Sales Cloud Einstein39 discussing

Hi,     If we have our Einstein Activity Capture set to a 2 way sync between Outlook to Salesforce, and someone adds a contact to an event from a few months ago, is it going to send out an old invite to someone?     Thanks!   

1 answer
  1. May 21, 8:18 AM

    Hi @Lauren Bearinger,  

    Yes, with Einstein Activity Capture 2-way sync, adding a new attendee to an old Outlook event can potentially trigger an updated calendar invite email to that person, depending on how Outlook/Exchange handles meeting updates. Salesforce itself does not send the invite, but the synced calendar system may treat it as a meeting update and notify the added attendee. 

     

    To avoid accidental emails, it’s best to test with an internal user first or disable attendee notifications temporarily before updating older events.

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Hello community,

We recently migrated our Einstein Activity Capture integration from Microsoft 365 EWS to Microsoft Graph.

After the migration:

  • Emails are syncing correctly again.
  • Users appear connected through Microsoft Graph.
  • Initial synchronization completed successfully.
  • Event synchronization is configured in both directions.
  • We even created a brand-new EAC configuration to avoid any legacy EWS-related issues.

However, calendar events are still not syncing correctly:

  • Events created from Salesforce do not appear in Outlook.
  • Meeting invitations are not sent to attendees.
  • Events created in Outlook are also not being reflected in Salesforce.

We already performed:

  • user reconnection,
  • resynchronization,
  • event reset,
  • creation of a new EAC configuration,
  • and validation that the initial sync completed successfully.

At this point, it seems the issue may be related to Microsoft Graph/Azure permissions or write-back calendar permissions.

Has anyone experienced something similar after migrating from EWS to Microsoft Graph?  Did you need to adjust specific Azure permissions (such as Calendars.ReadWrite or Admin Consent) or perform any additional steps to restore bidirectional calendar sync?

Any guidance or shared experience would be greatly appreciated.

 

@* Sales Cloud - Getting Started * 

1 answer
  1. May 18, 8:09 PM
    Sorry for the inconvenience. In case you don't receive a response here, may I also suggest to contact Microsoft Support Team to get additional assistance on this.
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Hello, we are considering implementing EAC standard in our org, but have concerns about the data retention policy and other limitations.     1) If we enable Sync Email as Salesforce Activity, will these record still be deleted from our org after 6 months meaning no email or calendar event activity more than 6 months old will appear in Activity timelines and reports?   2) Also I read somewhere that EAC activities don't update the "Last Activity" field on contacts etc. Is that true?   3) Finally, if a meeting is created in the user's Outlook calendar and sync to SF via EAC and then the suer updates the meeting subject in Outlook will that subject update sync over to SF?    Thank you!   

@* Salesforce Einstein * 

3 answers
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If a Salesforce user sends an email to someone who is not a lead or contact via Outlook, the email is automatically logged in the activity timeline, and everyone with Salesforce access can see the email.  We don't know which addresses to exclude, as there could be thousands. How do you prevent the emails being logged for GDPR purposes?   Has anyone had this issue and found a way to resolve it?    Many thanks   

3 answers
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Hello, 

 

The past few weeks I have had an orange Salesforce Banner stuck at the top of my page. Now, I have a second notification. I keep getting notifications each day for it. It wasn't much of a problem until I learned that all users now have at least one of the 2 banners. Is there a way I can have these removed for all users? I am an admin for my Salesforce, so I don't mind having them. But I need them to be gone for all other users. 

How do I remove the orange notification banners?

 

 

 

#Sales Cloud Einstein

1 answer
  1. May 14, 1:58 PM

    Hi @Martin Dahlquist, Some banners can be disabled via User Interface (Notification Banner) or In-App Guidance settings. However, Trust / system notifications cannot be turned off, as they are controlled by Salesforce. 

     

    Please have a look on below help documents, 

    1. Disable Salesforce Notification Banner -  

    https://help.salesforce.com/s/articleView?id=xcloud.setup_disable_salesforce_banner.htm&language=en_US&type=5

     

    2. Turn Off In‑App Guidance (Orange Prompts) - 

    https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_sfdc.htm&language=en_US&type=5

     

    3. About Trust / System Notifications - 

    https://help.salesforce.com/s/articleView?id=000389335&language=en_US&type=1

     

    Hope it works for you.

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Hi community,

I'm setting up Einstein Next Best Action on the Opportunity object and running into an issue where the recommendation isn't surfacing on the page component.

My setup:

  • Flow type: Recommendation Strategy
  • Get Records element pulling from the Recommendation object, filtered by Name = "Accessories Upsell"
  • How Many Records to Store: All Records
  • How to Store Record Data: Automatically store all fields
  • Recommendation Assignment element referencing the Get Records output collection

The problem: When I debug the flow, Get Records says "Successfully found records" but the Recommendation Assignment shows "Records in source collection: 0" and Result: None. The NBA component on the Opportunity page shows "Einstein doesn't have any recommendations for you right now."

What I've tried:

  • Confirmed the Recommendation record exists and is active
  • Tried "Only the first record" and "All records" on the Get Records element
  • Confirmed the NBA component is pointing to the correct flow strategy
  • Confirmed the flow is activated on the latest version

Any idea what I'm missing? Is there a specific way the Recommendation Assignment source collection needs to be configured?

Thanks!   

@* Salesforce Einstein * 

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Hi,

 

In Einstein Activity Capture, for Outlook-to-Salesforce event sync, can we retrieve the unmatched attendee email addresses that are not included as part of the synced attendee list (EventRelation)?

 

Specifically, we would like to know if attendee email addresses that do not match existing Salesforce records are available anywhere in the synced Event data or through EAC APIs/logs 

1 answer
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Hi,

 

Does anyone have information regarding Einstein Activity Capture? I have a question: once EAC is enabled and Outlook or Gmail is connected within the org, and an event is created in Outlook or an email, that event should then appear in Salesforce. My question is, how is this event stored? Is it a Salesforce event record, or are the values hosted in AWS? 

In this link they have mentioned events are stored inside the salesforce. Some blogs they have mentioned it is stored in AWS that where i'm facing some doubts.  

https://help.salesforce.com/s/articleView?id=sales.aac_how_it_works.htm&type=5

 

 

#Einstein Activity

3 answers
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Can one report on email insights within einstein activity capture as well as einstein activity capture data?   

1 answer
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EAC is consuming our storage faster than we can manage it. We are a Germany-based Enterprise org with ~100 EAC users and full email body sync enabled. EmailMessage records alone are sitting at 6.3 GB and growing by roughly 20k-40k records per month with no sign of slowing down. Internal emails are already blocked. We are not in a position to remove users from EAC as it is core to our activity tracking.

What are other admins actually doing to keep EAC storage growth under control? Specifically interested in whether anyone has had success with capture scope filters, user segmentation by role, reducing sync frequency, or disabling full email body sync in favour of metadata only. Also open to hearing whether anyone has implemented a formal retention and deletion policy for EAC records that their legal team signed off on. Looking for practical approaches that do not compromise the sales team's visibility into email activity.    

 

@* Salesforce Einstein *

 

  

 

#Sales Cloud Einstein

4 answers
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