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Thursday, October 4, 2018

Einstein Activity Capture

Einstein Activity Capture is introduced on Summer '18 release, it is free up to 100 licenses for org with Sales Cloud license. When sales rep connects their Google™ or Microsoft® account to Salesforce, activities from those accounts show up on business and person accounts, contacts, leads, opportunities, quotes, and contracts in Salesforce. Plus, reps get read-only access to the Activities dashboard, which lets them view a summary of sales activities.

Step to enable Einstein Activity Capture:

1. Activate Einstein Activity Capture
Reach out to Salesforce Support to enable Einstein Activity Capture. Once enabled, you should see Einstein Activity Capture under the setup menu.




Then, enable Einstein Activity Capture from Setting menu.



2. Assign Permission Set to user
You need one of the following Permission Set depends on your license:
License = Sales Cloud Einstein --> Permission Set = Sales Cloud Einstein  
License = Inbox --> Permission Set = Inbox with Einstein Activity Capture
License = Sales Cloud --> Permission Set = Standard Einstein Activity Capture


3. User Setup
Once the permission set given to the user, the user needs to configure it from their setup menu. Click username from the top right corner, click Settingslooks for Einstein Activity Capture, then click Settings




It will popup Meet Inbox window, then click Next and follow the wizard. 



Then, select a Google or Microsoft account to connect.




Once account added, it will be shown in Connected Account under user Einstein Activity Capture setup menu.



Here you have the option if you want to share the emails and events to everyone, my groups, and only me, in this sample, I select Everyone.


4. The Moment of Truth

Sending an email out using your email client to Contact or Lead
Based on the email sent out, Salesforce will automatically tag the email to the Contact or Lead as Past Activities. You need to make sure the email address in Salesforce is correct.




Contact reply your email
When your contact email you and his/her email address is in Salesforce, the email will auto added as Past Activities too.




What happened if more than one Lead or Contact with the same email address? 
The email correspondence will be linked to all Contact and Lead.


Reference: