How Admins Set Up Einstein Activity Capture


Say goodbye to busy work. Say hello to smarter selling. When sales reps connect their email and calendar to Salesforce with Einstein Activity Capture, their email and events are automatically associated with related Salesforce records. Plus, contacts and events are synced between the connected accounts and Salesforce. This video shows you how to get your sales reps up and running with Einstein Activity Capture and define settings specific to capturing and syncing. Plus, get a sense of what tools are available to help you review sales activity data. Please leave us a comment and share this video!
Einstein Activity Capture is available in Lightning Experience with a Sales Cloud, Sales Cloud Einstein, or Inbox license.