Contents
- 1 How do contacts sync with Einstein activity capture?
- 2 How often does Einstein activity capture sync?
- 3 Where is Einstein activity capture stored?
- 4 How do you activate Einstein’s activity capture?
- 5 Can you still use lightning sync with Einstein activity capture?
- 6 Where to find Einstein activity capture in Salesforce?
How do contacts sync with Einstein activity capture?
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.
Does Einstein activity capture create contacts?
After a user is set up to sync contacts, Einstein Activity Capture creates a group called Salesforce Sync. Gmail™ accesses those contacts automatically when you attempt to email or chat with those contacts. Important When creating contacts in Google, the Email field must include the Work label for the contact to sync.
How often does Einstein activity capture sync?
every 15 minutes
This tool syncs your calendar from Exchange or G Suite to Salesforce automatically (in the background) every 15 minutes.
Does Einstein activity capture sync tasks?
What does Einstein Activity Capture do? Einstein Activity Capture acts much like Lightning Sync, in that it connects to Gmail or Office 365. Events will automatically be captured and added to the correct records in Salesforce. But for the first time ever, emails are also captured automatically.
Where is Einstein activity capture stored?
Salesforce AWS server
Einstein Activity Capture data is stored in the Salesforce AWS server and, therefore, doesn’t affect Salesforce data allocations. There’s no additional costs for this storage.
How do I turn on Einstein activity capture?
Enable or Disable Einstein Activity Capture
- From 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 you activate Einstein’s activity capture?
How do I turn on Einstein opportunity scoring?
Enable Einstein Opportunity Scoring
- In 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.
Can you still use lightning sync with Einstein activity capture?
Einstein Activity Capture is slated to completely replace Lightning Sync. Starting from Winter ‘21 Lightning Sync will no longer be available to new Salesforce subscribers. Existing users can continue to use Lightning Sync, but the product itself will no longer be enhanced in any way. Is this a good thing?
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.
Where to find Einstein activity capture in Salesforce?
The setting is located in the Lightning Sync section of the Outlook Integration and Sync page in Salesforce setup. We continue to introduce improvements to Einstein Activity Capture based on the needs we hear from customers like you. To see when new features are available, stay tuned to the Salesforce Release Notes.
Why do I need to use Einstein activity capture?
Admins have also expressed their frustration over the fact that they can not control which information Einstein Activity Capture is supposed to utilize. On Leads & Contacts it will use the email address of the Lead/Contact. But on Opportunities it will grab anyone on the Opportunity Team.