What does reset Einstein Activity Capture do?

What does reset Einstein Activity Capture do?

Reset the feature if you need to change the email and calendar service that you use with Einstein Activity Capture or the authentication method used in the connection. If Einstein Activity Capture users have issues with their email and calendar connection, you can check their connection status.

Does Einstein activity capture create new contacts?

Google. After a user is set up to sync contacts, Einstein Activity Capture creates a group called Salesforce Sync. 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.

Do not share Einstein activity capture?

Click on Settings. Enter Einstein Activity Capture in the Quick Find box, then select Sharing Settings under Einstein Activity Capture. Under Sharing settings, check if it was set to ‘Don’t Share’ then change it to ‘Shared with Everyone’. Click on Save.

What is Salesforce Einstein activity capture?

Einstein Activity Capture connects to Gmail or Office 365, automatically syncing all of your team’s customer communications to Salesforce. Once collected, Einstein Activity Capture associates emails and events with the right records in Salesforce, including Leads, Contacts, Accounts, Person Accounts, and Opportunities.

How do you score opportunities?

To conduct opportunity scoring (sometimes called opportunity analysis or gap analysis), you ask customers to rate the importance of several features in your product, and then to rate how satisfied they are with each. Those features that score high in importance and low in satisfaction represent your opportunities.

How do I Share my Einstein activity capture?

Go to their Einstein Activity Capture sharing settings. Change the sharing settings; only then their email and events will be shared with everyone. Go to individual activities in the activity timeline. Manually change email and events; then, it will be shared with everyone.

How to set up Outlook integration and Einstein activity capture?

The Outlook integration and Einstein Activity Capture aren’t available in the Trailhead Playground. Click , and select Setup. Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync. Turn on the Outlook integration.

How does Einstein activity capture work with Salesforce?

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 does activity capture work with Salesforce and outlook?

That’s where Einstein Activity Capture comes in. 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. Tool.