How to use Einstein activity capture with Salesforce?
Add Send an Email, Log a Call, New Event, and New Task Buttons to... Respond to Event Invitations Sent from Lightning Experience or the... Connect to Einstein Activity Capture with a Microsoft Exchange... Sorting Options for Upcoming & Overdue Activities in the Activity... Connect Your Email and Calendar to Salesforce with Einstein Activity...
How does Einstein analytics differ from reports and dashboards in Salesforce?
So if you are at the beginning of your Einstein Analytics journey here are a few tips on how it differs from Reports and Dashboards in Salesforce that will help you navigate the trail in no time. Data, data, data! When we want to create a dashboard in Salesforce, each graph is based on a report and each report is based on a report type.
How does Einstein activity capture work with Amazon Web Services?
Einstein Activity Capture works by integrating with either a Microsoft Office 365 account or a Gmail account . Once you've connected an email account, EAC will begin logging emails and events associated with the account into Amazon Web Services (AWS).
How does Einstein analytics report security work?
When a report is viewed the general security settings kick in only allowing a user to see data that is defined by OWD, profile and role hierarchy. Einstein Analytics works similarly to Salesforce reporting with a few exceptions.
How events sync with Einstein activity capture?
Which Events Sync and How Are They Matched? Einstein Activity Capture checks to see whether an event with the same subject, date, and start and end times exists in both Salesforce and Microsoft or Google. If events match, they're mapped to each other and begin to sync between applications.
Does Einstein activity capture create records?
It isn't used to create Salesforce records. It isn't available in standard reporting. However, to see your activity data aggregated, you can use the Activities dashboard and Activity Metrics fields. The data retention period determines the how much email data is stored and for how long.
How do I use Einstein activity capture in Salesforce?
1:146:28How to Sync Email & Calendar w/ Einstein Activity Capture | SalesforceYouTubeStart of suggested clipEnd of suggested clipThe first thing you need to do is connect your email and calendar to salesforce. After einsteinMoreThe first thing you need to do is connect your email and calendar to salesforce. After einstein activity capture is ready for you to use you are prompted to connect an account.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
Why you shouldn't use Einstein activity capture?
The biggest disadvantage of Einstein Activity Capture is that the captured data is not available beyond the Activities Analytics Dashboard and Activities Timeline.
What is the difference between Outlook integration and Einstein activity capture?
Outlook Integration requires the standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform. Einstein Activity Capture supports up to 100 users on the standard Salesforce license with Sales Cloud purchase.
How do you test Einstein's activity capture?
Test a User's Einstein Activity Capture Sync Status for Microsoft...From Setup, in the Quick Find box, enter Einstein Activity Capture , and then select Settings.In the Quick Links section, click Check User Sync Status.Enter the name of an Einstein Activity Capture user.More items...
Does sales Cloud include Einstein activity capture?
Einstein Activity Capture is available through the Standard Einstein Activity Capture permission set, which is for users who don't have Performance or Unlimited Editions or a Sales Cloud Einstein, Inbox, High Velocity Sales, or Revenue Intelligence license.
How does Einstein connect to Salesforce?
Connect Your Email and Calendar to Salesforce with Einstein Activity Capture or InboxFrom your personal settings, enter Connected Accounts in the Quick Find box, and then select Email and Calendar Accounts. ... Click New Account.Follow the steps to connect your account.
How do I turn on lightning sync in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync or Google Integration and Sync. If Lightning Sync is available, under the Lightning Sync section you see an option to turn on the product.
Is lightning sync retiring?
Starting in October 2020, Microsoft is retiring Basic Authentication for Exchange Online on a rolling basis. The retirement impacts the availability of the Lightning Sync service account connection method for Microsoft Office 365 customers who use Exchange Online.
How do I sync Salesforce with lightning with Outlook?
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
How does Einstein activity capture work?
Einstein Activity Capture works by integrating with either a Microsoft Office 365 account or a Gmail account . Once you've connected an email account, EAC will begin logging emails and events associated with the account into Amazon Web Services (AWS).
Why is sales activity data capture important?
The ability to report on that activity data to inform good decisions can be the difference between getting ahead or falling behind. The problem that organizations face today is that good activity data often require manual data entry by customer-facing reps who need ...
How long is Salesforce activity stream stored?
In other words, standard reporting on your synced activities will be impossible. The data stored in AWS captured from EAC is stored for a maximum of 24 months.
Why don't reps have enough time to sell?
According to the Salesforce State of Sales Report published in 2019 extraneous CRM data entry is one of the major reasons why reps feel they don't have enough time to actually sell. In comes sales activity syncing for Salesforce.
What is Salesforce data?
Salesforce is often referred to as the source of truth for most organizations when it comes to customer and prospect data. It is also where most revenue operations teams create and rely on dashboards and reports to look at current and historical data to make informed decision around pipeline growth, forecasting, and revenue trends.
What is EAC in Salesforce?
EAC offers activity metrics to analyze activities in a view in Salesforce, not standard reports. However, be aware this feature is a premium option. You can find the recommended connections on contact and lead records here.
Is Sales Cloud Einstein good?
As with any tool, Sales Cloud Einstein has its advantages and disadvantages. It can be an adequate tool for some organizations, while others may find it doesn’t solve all of their problems.
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Increase Sales Rep Productivity with Salesforce Email and Calendar Integration
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What Does Einstein Activity Capture Do?
Learn about how Einstein Activity Capture keeps data among Salesforce, email, and calendar applications up to date.
What Is Einstein Activity Capture Standard?
Discover the differences between Standard and Paid Einstein Activity Capture.
Einstein Activity Capture Security Guide
Reference this security guide to discover how to connect and authenticate your email server to Salesforce.
How does Einstein Analytics work?
Einstein Analytics is tuned to work extremely fast by extracting the data in a flat file via the dataflow and indexing all of your dimensions. This is what allows you to slice and dice your data on the fly, which you probably have seen in a few very cool demos.
What is the difference between a report and a dashboard?
A report is your lens and a dashboard is, well, a dashboard. The cool thing about Einstein Analytics is that you don’t have to save your lenses in order to add them to your dashboard.
Can you share Salesforce reports?
Once a report is created it can be shared in a folder, and depending on the folder permissions a user can view, edit, or manage reports in that folder. When a report is viewed the general security settings kick in only allowing a user to see data that is defined by OWD, profile and role hierarchy.
Can you use security inheritance in Salesforce?
When it comes to the actual data you can see in a dashboard you can either enable security inheritance which will use the security settings from Salesforce , or you can apply a security predicate. If none of these are set a user can see everything in that dataset.
Can you see Einstein Analytics?
First of all, you can only see Einstein Analytics assets if you have the feature license and a permission set that defines what system permission you have. All Einstein Analytics assets are saved in an App, and this App works exactly like a folder does.
What is Einstein activity capture?
Einstein Activity Capture is an application that allows users to sync calendar, email, and Salesforce. This tool works in two ways, 1) syncing contacts and events between your Google and Microsoft accounts and Salesforce, 2) capturing events and emails from your Google or Microsoft account and then adds this to the timeline activity ...
Does Einstein Activity Capture sync with Sandbox?
Einstein Activity Capture is supported in sandbox environments but the sync itself isn’t . After initially setting up Einstein Activity Capture in a sandbox, anytime the sandbox has a refresh it turns off activity capture and deletes all connected accounts from the sandbox itself.
Can you access Salesforce dashboard?
To have access to the Activities dashboard, API access is now required. If you are a Salesforce Essentials user, you cannot access the Activities dashboard because API access is not accessible. If you are looking for an alternative more compatible Salesforce Solution that stores your ALL OF YOUR calendar, event, task, ...