When it comes to tracking emails and meetings in Salesforce, many often wonder whether CRM Sync offers anything beyond standard Salesforce activity logging and whether it replaces native tools like Lightning Sync or Einstein Activity Capture.
This article explains how CRM Sync works, what sets it apart from Salesforce’s native sync options, and the recommended configuration to ensure accurate, duplication-free activity data in Salesforce.
How CRM Sync Works
CRM Sync is built to automatically keep Salesforce aligned with your everyday sales activity. Instead of relying on multiple tools, it centralizes key engagement data in one place by:
- Synchronizing emails into Salesforce
- Synchronizing calendar meetings into Salesforce
- Automatically creating Salesforce contacts from synced interactions
By combining activity logging with contact creation, CRM Sync delivers a more complete picture of customer engagement than basic Salesforce activity tracking alone.
CRM Sync and Salesforce Native Tools: Choosing One Path
Salesforce provides native solutions such as Lightning Sync and Einstein Activity Capture to log email and calendar activity. While these tools overlap in purpose, they are not designed to run alongside CRM Sync.
CRM Sync already handles email and calendar synchronization end to end. Enabling Lightning Sync or Einstein Activity Capture at the same time will cause the same emails and meetings to be logged multiple times, resulting in duplicate records and a cluttered activity timeline.
The Recommended Setup for Best Results
When CRM Sync is enabled, it should serve as the single activity synchronization solution. Salesforce Lightning Sync and Einstein Activity Capture should remain disabled.
This configuration ensures:
- Clean, non-duplicated activity records in Salesforce
- More accurate reporting and forecasting
- A consistent and trustworthy experience for users reviewing activity history
If you have any further questions or need technical help, feel free to comment below or reach out to our Support team!