From Setup, enter Einstein Activity Capturein the Quick Find box, and then select Settings.Give users access to Einstein Activity Capture through a permission set.Getting up and running with Einstein Activity Capture is simple. To see when new features are available, stay tuned to the Salesforce Release Notes. We continue to introduce improvements to Einstein Activity Capture based on the needs we hear from customers like you. Moving forward, Einstein Activity Capture is the long-term solution for syncing contacts and events between your Microsoft or Google applications and Salesforce. Starting in Winter ’21, Lightning Sync availability is changing. What about Lightning Sync? You may have heard about Lightning Sync, which also syncs contacts and events. The additional productivity tools provide more value than she anticipated. Maria already reviewed the Einstein Activity Capture system requirements and it’s a good fit for Ursa Major’s syncing needs. Makes it easy to connect with prospects to find new business. Lead and contact records show which colleagues have the strongest connection to a prospect. Gives sales teams the complete picture about activity data, and lets you create processes based on activity data. When you include Activity Metrics fields on list views, page layouts, reports, triggers, processes, and so forth, the data reflects activities that were added to Salesforce manually and by Einstein Activity Capture. (Not available with Einstein Activity Capture Standard) Visualize activity data and break it down into meaningful ways, such as by activity owners, activity types, and dates. Shows a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture. Makes it easier for reps to send the timely communication to prospects and customers. Gives sales reps critical sales context alongside relevant emails. Sharing settings let you decide who can view the related emails and events, so that teams work together better. Plus, when subsequent activity occurs on added emails or events, that new activity is automatically added to Salesforce. Sales reps don’t waste time logging emails and events to Salesforce records. Give your sales reps instructions to set up the integration in Gmail.Įmails and events that reps send and receive are automatically added to the activity timeline of related records.When you use Einstein Activity Capture, email and event capture automatically adds emails and events to the activity timeline of related Salesforce records. Reps can add (or log) events and their attachments to Salesforce records as well. This setting lets reps add (or log) emails and their attachments to Salesforce records as Salesforce emails. Ensure that Use Enable Enhanced Email with Gmail is on to log emails as standard message objects and activate Email to Salesforce.From Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync.The Gmail integration and Einstein Activity Capture aren’t available in the Trailhead Playground. Don't try to follow these steps in your Trailhead Playground.
Read along to learn how your admin would take the steps in a production org. If you’re not a Salesforce admin, that’s OK. In this module, we assume that you are a Salesforce admin with the proper permissions to set up the Gmail integration and Einstein Activity Capture. Want to Get Hands-On with the Gmail Integration and Einstein Activity Capture? If you also have Inbox, some data is stored using a public cloud provider.ĭata is stored in Google, in Salesforce, and some data is stored using a public cloud provider. We recommend running the most recent stable version.Įnsure that the Block third-party cookies option is disabled in the Content settings.ĭata is stored in Google and in Salesforce only.
#Gmail web activity upgrade
To set up more than 100 users for Einstein Activity Capture, a paid upgrade to Sales Cloud Einstein, Inbox, or High Velocity Sales is required.
#Gmail web activity license
Supports up to 100 users on the Standard Salesforce license with Sales Cloud purchase. Requires the Standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform. Available in Lightning Experience and Salesforce Classic.
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