Set Up Einstein Activity Capture
- Give users access to Einstein Activity Capture through a permission set.
- From Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings. ...
- Optionally, define settings that control how emails and events are captured. ...
- If you use only Einstein Activity Standard, turn on email insights. ...
Full Answer
Why Einstein activity capture for Salesforce and outlook?
By syncing contacts and events between Salesforce and Outlook, reps spend less time entering data and switching between the two applications and more time focused on selling. But Einstein Activity Capture offers more than just contact and event syncing.
How do I get Started with Einstein activity capture?
Getting up and running with Einstein Activity Capture is simple. Give users access to Einstein Activity Capture through a permission set. From Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings. The guided setup flow guides you through the following steps.
How do I move from lightning sync to Einstein activity capture?
Starting in Winter ’21, Lightning Sync availability is changing. Moving forward, Einstein Activity Capture is the long-term solution for syncing contacts and events between your Microsoft or Google applications and Salesforce. If you run Lightning Sync today and want to move to Einstein Activity Capture, first turn off Lightning Sync.
How far back can Einstein activity capture log emails?
1) The tool can log emails from six months back for Gmail and two years back for Microsoft. 2) Einstein Activity Capture captures and syncs incoming and outgoing emails and events into the Activity Timeline, which provides a log of every interaction with any given customer.
How do I enable Einstein activity capture in Salesforce?
Enable or Disable Einstein Activity CaptureFrom Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings.Click the Settings tab.Turn on or turn off Einstein Activity Capture.
How do I set up Einstein activity capture?
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 Einstein activity capture in Salesforce?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
How do I set up Einstein Salesforce?
Enable Einstein Account InsightsMake sure users have access to the Name , Title , and Type fields on the Account object.From Setup, in the Quick Find box, enter Assisted Setup and then select Assisted Setup under Einstein Sales.If it's your first time visiting the setup page, click Get Started.More items...
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.
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.
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.
Where is Einstein activity capture data stored?
Salesforce AWS serversThe data is stored on the Salesforce AWS servers and databases, which are hosted by Amazon Web Services behind an AWS Virtual Private Cloud (VPC). The data is used by either Inbox, Einstein Activity Capture, or both to bring productivity-boosting tools to assigned users.
How long does it take to set up Einstein activity capture?
It takes up to 24 hours for their emails and events to be initially added to Salesforce.
How do I enable Einstein's Sales Cloud?
Setup EinsteinCreate a permission set.From the License drop-down list, select Sales Cloud Einstein.Click Save.Click App Permissions.Enable app permissions for Einstein features.Assign the permission set to users.
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...
How do I enable Einstein opportunity scoring?
Enable Einstein Opportunity ScoringIn Lightning Experience, from Setup, enter Assisted Setup in the Quick Find box, and then select Assisted Setup. ... In Salesforce Classic, from Setup, enter Einstein Opportunity Scoring in the Quick Find box, and then select Einstein Opportunity Scoring.