Control How Data Flows Between Salesforce and the Connected Account
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited editions.
Why: Being able to control how Einstein Activity Capture interacts with your data helps Salesforce meet your company’s unique business needs.
How:
To stop all contact or event data from moving between Salesforce and the connected accounts, go to the Einstein Activity Capture configuration. Then, disable events or contacts (1).
To stop contact or event data from moving from the connected account to Salesforce, go to the Einstein Activity Capture configuration. Then, for either events or contacts, select the direction that indicates data moves from Salesforce to your connected account (2). The event or contact data is synced from Salesforce to the connected account, but not from the connected account to Salesforce.
The capture functionality—which gathers event data from the connected account, stores it, and adds it to the activity timeline of related Salesforce records and to your Salesforce calendar—stops. Contact data, which is used to create email insights and recommended connections, also stops being captured from the connected account.
Note
You can’t disable events or contacts for Einstein Activity Capture users who have access to Inbox. Event and contact data is used for Inbox productivity features, such as Insert Availability and Recommended Connections.