As a Salesforce Admin, you implement tools to reduce busywork for sales teams so that they can focus on the more important stuff. You know, like working on actual deals. One common busywork rabbit hole is the never-ending task of keeping data up to date between Salesforce and email and calendar applications. Einstein Activity Capture has evolved over the past few years to become the leading Salesforce solution for managing data flow between applications. Here’s a quick overview to help get you started with Einstein Activity Capture.
The data trifecta
To keep data between Salesforce and your email and calendar applications up to date, Einstein Activity Capture focuses on three types of data.
Emails
Emails that Einstein Activity Capture users send and receive are automatically added to the activity timeline of related Salesforce records. Email data is also used to create email insights. Plus, if you use Inbox or High
Leave a Reply