How does Einstein activity capture integrate with Salesforce and AWS?
When Einstein Activity Capture is enabled in an org, a corresponding Einstein Activity Capture org is created on Salesforce’s AmazonWeb Service (AWS) servers. The integration between Salesforce and AWS is authenticated through an encrypted private key. WhenEinstein Activity Capture makes API calls to AWS, the org-specific key is required.
What is Einstein activity capture and how does it work?
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. We will come back to the activity timeline later in this guide.
What is activity capture in Salesforce?
This automated activity capture tool ensures your CRM is up-to-date so that your entire customer-facing organization including marketing, customer success, customer service and sales are all on the same page. What About Salesforce Inbox and Lightning Sync?
How long are virtual records retained in Einstein activity capture?
The virtual records are retained for a maximum of 24 months or as little as 6 months on Einstein Activity Capture Standard. In addition, when customer data is stored on third-party servers it becomes vulnerable to external threats, meaning you can lose your Salesforce data when switching from EAC to another platform.
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.
What is EAC in Salesforce?
Einstein Activity Capture (EAC) automatically streams or captures emails from your Outlook or Gmail to Salesforce. However, the emails streamed or captured in Salesforce using EAC aren't created as records and aren't saved in the database of Salesforce as 'Email Messages'. This is unlike the emails added manually.
Does Einstein activity capture create contacts in Salesforce?
If you're set up to sync from Google Contacts to Salesforce, you can add Google Contacts to the Salesforce Sync group. Einstein Activity Capture starts syncing those contacts with Salesforce during the next sync cycle. You can choose which contacts sync by moving contacts into the Salesforce Sync group.
Should I use Einstein activity capture?
But if your organization does not have any need for advanced reporting on email activities or automation based on email activity, then Einstein Activity Capture could be a good solution for you. The biggest pro's of Einstein Activity Capture are its ease of installation and plug and play nature.
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.
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.
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.
What is inbox without Einstein activity capture?
Inbox With Einstein Activity Capture gives access to Einstein Activity Capture and the Activities dashboard along with Inbox features. Inbox Without Einstein Activity Capture gives access to Inbox features, and manually logging emails and events without Einstein Activity Capture.
Is an email client is required to use Einstein activity capture?
2An email client is required to use Einstein Activity Capture.
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 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.
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, ...
What is Einstein activity capture?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforceand 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.
Where are Salesforce events stored?
When events sync, the event data and metadata is stored in AWS servers and the core Salesforce servers , regardless of which emailservice is connected to Salesforce. Event records are created and stored in the core Salesforce servers.
Is Salesforce encrypted?
For captured emails and events, the data is stored using Salesforce’s Amazon Web Services (AWS) infrastructure so Salesforce platformencryption isn’t available . Instead, the data is encrypted at rest using AES-256 server-side encryption. When Shield Platform Encryptionis enabled for your org, emails and events that are added to the activity timeline of related Salesforce records show the names of encryptedcontacts and leads.
Does Einstein Activity Capture work with Google?
Einstein Activity Capture supports Basic,Business, and Enterprise editions. Einstein Activity Capture offers the user-level connection methodfor companies working from Google. Data is authorized to be fetched from users’ email serviceusing the OAuth 2.0 protocol.
Can you exclude emails from Salesforce?
Admins and end users can exclude emails and events from being added to Salesforce. When an email address or domain is added tothe Excluded Addresses list, email and events associated with the person or company aren’t added to the activity timeline of relatedSalesforce records. And events aren’t synced between Salesforce and the connected accounts. However, the emails and events are stillstored in AWS.
