Speaker 1: Say goodbye to busy work, and hello to smarter selling.
With Einstein Activity Capture, your email and
events are automatically related to Salesforce records.
Plus, contacts and
events are synced between the connected accounts and Salesforce.
This video shows you how Einstein Activity Capture increases productivity and
how to connect your email and calendar.
You'll also learn about customizing your sharing settings,
excluding activities from being added to Salesforce, and reviewing activity data.
First, let's review what Einstein Activity Capture does.
After your admin sets up Einstein Activity Capture and you connect your Microsoft or
Gmail account, email and events from the connected account are automatically
added to the activity timeline of related Salesforce records.
These captured events are also added to users' Salesforce calendars.
Your admin can also set up Einstein Activity Capture so that contacts and
events sync between the connected account and Salesforce.
Events that sync to Salesforce show up in the My Events calendar.
The first thing you need to do is connect your email and calendar to Salesforce.
After Einstein Activity Capture is ready for you to use,
you are prompted to connect an account.
You can also navigate to the Einstein Activity Capture settings.
From your personal settings,
enter Einstein Activity Capture then click Settings.
Click New Account. Follow the steps to connect your
account including accepting the terms of service.
If your admin added you to an Einstein Activity Capture configuration that
includes syncing, the email account on your
user record must be connected to Salesforce in order for syncing to work.
Who sees your captured activities is up to you.
You can decide the default sharing setting for
your account, which overrides any default sharing settings set by your admin.
There are three sharing options to choose from, and they apply only
to activities that were added to Salesforce with Einstein Activity Capture.
When you don't share activities, then for
events, others see only the event's date, time, and attendees.
For emails, others only see the emails sender,
recipients, and date, no other details are shared.
When you share with everyone then all Salesforce users at your
company sees all details for events and full contents of email.
You can also share activities with private and unlisted chatter groups.
If the groups owner or manager enables email and event sharing for
the group, then group members who use Einstein Activity Capture can
share activities with all members of the group.
Just select the groups you want to share with. All event details and full
email content is available on the related records, not in the chatter group feed.
To allow sharing in a group, make sure your admin has added
the Enable Email and Event Sharing field to the group layout.
Then, the group's owner can go to the group settings and
select Enable Email and Event Sharing.
The group page shows the updated sharing setting.
Other group members who use Einstein Activity Capture can then
select Share Activities with group.
And confirm they want to share all emails and events with the group.
You can also set the sharing setting for an individual email or event.
From the records activity timeline, go to the email or event you want to share.
Expand the activity and update the sharing setting.
Individual customization remain in effect,
even if you change your default sharing settings.
If you see activities in the timeline that you do not have access to,
you can request they be shared with you.
Click Ask to Share. You can request access to just the one activity or
all activities from that activity owner.
The activity owner is notified about your request both in the app and
through an email and can update their sharing settings as needed.
Einstein Activity Capture also lets you prevent emails and
events associated with a particular person from being added to Salesforce.
From your personal settings, Go to the excluded addresses page,
then add the emails for anyone whose emails and
events you do not want added by Einstein Activity Capture.
Check with your Salesforce admin,
to see who they added to the org wide excluded addresses list.
Note that the excluded addresses list applies only to captured activities.
And does not prevent context and
events from syncing between Salesforce and connected accounts.
After you've been using Einstein Activity Capture for
a while, you'll want to get a look at your activity data.
The Activities Dashboard gives you a summary of sales activities that were
added to Salesforce manually and by Einstein Activity Capture.
Use the filters to view information about specific activity owners,
activity types, and dates.
You can take your activity data to the next level with activity metrics.
After your admin turns on activity metrics,
you can include activity metrics fields on reports,
triggers, list views, page layouts, and more.
The data reflects activities that were added to Salesforce manually and
by Einstein Activity Capture.
To learn more, check out these resources in Salesforce Help,
or join us on the trail at trailblazer.salesforce.com.