![]() ![]() Get feedback from your pilot users, make adjustments, and then test again. Before rolling out to users, test your implementation with a small pilot group. You’ll be in a better position to assess whether Einstein Activity Capture is meeting those goals and where to make adjustments to your Einstein Activity Capture settings. Then, learn how Einstein Activity Capture can meet those goals. Have clearly defined business goals from the start. When rolling out Einstein Activity Capture, here’s how to make sure nothing sneaks up on you. When rolling out new features for your company, surprises are never welcome. ![]() Plus, learn more about using Einstein Activity Capture with emails, events, and contacts. To help, we compiled details about setting up Einstein Activity Capture. It might seem like a lot to take in, but you’ll be rewarded with an easier rollout. Review what happens if you disable emails, events, or contacts.Know the effects of excluding email addresses and domains.Learn which Einstein Activity Capture settings apply to all users and which apply to only the users in a particular configuration.You’ll have a better sense of what to expect if you familiarize yourself with the “rules.” For example: We organized all of this info for you in the Einstein Activity Capture Basics section in Salesforce Help.Īnd, like much of Salesforce, Einstein Activity Capture offers plenty of settings and customizations. You probably already have some basic questions about availability, requirements, and security. The same is true of Einstein Activity Capture. When events and contacts sync to Salesforce, they become Salesforce records and are available in standard reports and other Salesforce Platform capabilities.Īs with any Salesforce product, you want to do some homework and planning before jumping in. However, you can use the Activities dashboard and Activity Metrics fields to get a full picture of your activity data.Īs mentioned already, when events or contacts are enabled, the data is also synced between Salesforce and the connected account. Because email data is stored only in AWS and isn’t used to create Salesforce records, it isn’t available in standard reporting. Keep in mind that for each data type that’s enabled, data is captured from the connected Microsoft or Google account and stored using Salesforce’s Amazon Web Services (AWS) infrastructure. Just have some users assigned to a configuration with emails disabled, others in a configuration with emails enabled. ![]() Don’t want Salesforce touching emails for only some users? Again, no problem. ![]() You also decide which users are in which configuration. Just disable emails in the configuration. Don’t want Salesforce touching your emails? No problem. For example, it syncs calendars faster, which opens up the door to additional tools such as Salesforce Scheduler.įor each Einstein Activity Capture configuration, you decide whether to enable emails, events, and contacts. And Einstein Activity Capture offers even more benefits than our other sync products. However, since those products are no longer being actively developed, now is a great time to explore Einstein Activity Capture. Contact Data from the connected account is also used to create email insights and recommended connections.Įvents and contacts sync similarly to earlier products, such as Salesforce for Outlook and Lightning Sync. When contacts sync to Salesforce, they become Salesforce records. When events sync to Salesforce, they become Salesforce records and are available in standard reporting and Salesforce Platform capabilities.Ĭontacts are synced between Salesforce and users’ connected Microsoft or Google accounts. Events appear on the My Events calendar in Salesforce. Events are also synced between Salesforce and users’ connected Microsoft or Google accounts. Plus, if you use Inbox or High Velocity Sales, email data generates engagement data.Įvents that Einstein Activity Capture users are included in are automatically added to the activity timeline of related Salesforce records. Email data is also used to create email insights. To keep data between Salesforce and your email and calendar applications up to date, Einstein Activity Capture focuses on three types of data.Įmails that Einstein Activity Capture users send and receive are automatically added to the activity timeline of related Salesforce records. Here’s a quick overview to help get you started with Einstein Activity Capture. Einstein Activity Capture has evolved over the past few years to become the leading Salesforce solution for managing data flow between applications. One common busywork rabbit hole is the never-ending task of keeping data up to date between Salesforce and email and calendar applications. As a Salesforce Admin, you implement tools to reduce busywork for sales teams so that they can focus on the more important stuff. ![]()
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