How do I assign users to Einstein activity capture?

How do I assign users to Einstein activity capture?

From Setup, enter Permission Sets in the Quick Find. Then, selectPermission Sets. Click the Standard Einstein Activity Capture permission set. Click Manage Assignments to assign the permission set to up to 100 users.

Does salesforce inbox include Einstein activity capture?

The data is used by either Inbox, Einstein Activity Capture, or both to bring productivity-boosting tools to assigned users. Learn more about Salesforce Inbox. Review details about what data is captured and stored, and how the data is used.

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 do I turn on activity metrics?

Click the Settings tab. Make sure that Einstein Activity Capture is on. Turn on Activity Metrics. It can take up to a few days before Activity Metrics fields are ready to use.

What is standard Einstein activity capture user?

Einstein Activity Capture Standard users aren’t considered paid users. You can assign the feature to any user with a Sales Cloud Einstein, Inbox, or High Velocity Sales license. These licenses, which are available for an extra cost, represent paid Einstein Activity Capture users.

Does Einstein activity capture cost extra?

Activities added to Salesforce by Einstein Activity Capture are stored in Salesforce databases hosted on Amazon Web Services (AWS) and don’t affect your Salesforce data allocations. There are no additional costs for this storage.

What is standard Einstein activity capture?

What are activity metrics?

An activity metric is a measure of the activity that your organisation undertakes. Activity metrics are required in order to understand the energy performance of an organisation, and to track your progress towards the 2020 target using an Energy Performance Indicator (EnPI).

How do I enable activity metrics in Salesforce?

How long does it take to set up Einstein activity capture?

The initial sync can take upto 24 hours. If you turn off Einstein Activity Capture, all previously captured emails, events are removed from the activity timeline.

Why do we need to measure sales activity metrics?

Sales activity metrics are data points that represent the performance and behavior of your sales team. It’s the only way to know for certain that you’re taking the right steps to improve your bottom line, support your team, and deliver excellent experiences to your customers.

Where do I find Einstein activity capture settings?

1. Enter “Einstein Activity Capture” in the Quick Find box, then select “Settings”. 2. Select the Capture Settings tab. 3. Click “Edit Default” next to Default Activity Sharing for New Users. 4. Select the default option for new users.

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 in Salesforce?

Einstein Activity Capture is a great tool helps the reps to connect their emails and calendar account to salesforce. When the accounts are synced, the emails and events are automatically added to the activity timeline of related Salesforce records.

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.