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.

Activity Sharing

Only Me
Events - Others see only the event's date, time, and attendees.
Emails - Others see only an email's sender, recipients, and date.

Events - Others see all details for the event.
Emails - Others see the full contents of the email.

My Groups:
Events - Group members see all details for the event. Others see only the event's date, time, and attendees.
Emails - Group members see the full contents of the email. Others see only the email's sender, recipients, and date.
The group here refers to Private or Unlisted Chatter Group, if you are a member of the group, but it shows You have no groups to share with. To share with a group, join or create a private or unlisted group that allows sharing, this means the group has not been enabled for sharing.

add Enable Email and Event Sharing checkbox

Follow this step to enable Chatter Group sharing:
  • Go to the Chatter Group 
  • Click on Edit Object from the upper right corner;
  • Select Page Layout;
  • Add the Enable Email and Event Sharing field checkbox;
  • Click Save.
  • Then Go back to the Group
  • Edit the Group and check the field Enable Email and Event Sharing field checkbox;
  • Click Save.

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.


1 comment:

  1. Einstein Activity Capture is a great step in getting more salesrep activity into Salesforce.

    However there are some shortcomings:
    - This Activity Data is not stored in native Salesforce and as result cannot be used by your other downstream systems for Business Intelligence or Reporting
    - Users cannot delete emails themselves and must be done by a Salesforce Admin.
    If you move away from Einstein Activity Capture all your data will not be stored or preserved in your CRM (your system of record)

    We are a Salesforce Partner and improve upon Einstein Activity Capture by logging activities and Contacts to Native Salesforce Objects (Tasks and/or Events), all Server to Server, no plugins to install, and also meta data writeback.

    Should be helpful to folks where Einstein Activity Capture may not be enough.


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