Automatically Add Emails and Events to Salesforce with Automated Activity Capture for Einstein

Say goodbye to logging. Say hello to smarter selling. With Automated Activity Capture, Einstein users can connect their email and calendar to Salesforce. Then, their emails and events are automatically added to related Salesforce records and used by Einstein to generate insights. This feature is new in Lightning Experience.

After you set up Einstein, Salesforce asks Einstein users to connect their Google™ or Microsoft® Office 365® account to Salesforce. Then, on accounts, contacts, leads, opportunities, and person accounts, they see their related emails and events. They also see related emails and events from others on their team. Activity flow

To ensure privacy, each user can control which emails and events are added to Salesforce and who sees them. From personal settings, users enter Settings in the Quick Find box, then click Settings under Automated Activity Capture.

To easily track sales activities, we’ve included activity reports that provide a summary of key activities, including those added with Automated Activity Capture. Each org gets five Wave app permission set licenses. If you assign the permission set license to a user, they can access the activity reports from the Einstein Analytics tab.Activity reports

Automated Activity Capture is also available as part of Inbox. For more information, see Inbox: Productivity Tools That Connect Email and Calendar to Salesforce.