Einstein Activity Capture: New Connection Options, More Control Over How Data Flows, and a New Email Insight

If you use Microsoft Office 365, you can now connect all your Einstein Activity Capture users to Salesforce at once. Set your configuration to sync events and contacts only from Salesforce to the connected account. Or you can stop contact and event data from moving between applications altogether. Reps know when action is needed thanks to the new Request email insight. Plus, we made improvements to how emails and events are shared, made it easier to add users to a configuration, and enhanced the Activities dashboard.

Connect Microsoft Office 365 to Salesforce in More Ways
If you use Einstein Activity Capture with Microsoft Office 365, you can now connect to Salesforce with an org-level connection or a service account. Both connection methods provide the security of OAuth 2.0. Plus, Einstein Activity Capture users don’t connect their own account, which simplifies the rollout.
Control How Data Flows Between Salesforce and the Connected Account
When setting up an Einstein Activity Capture configuration, you can stop event or contact data from moving between Salesforce and the connected Microsoft or Google account. Plus, you now can sync event and contact data only from Salesforce to the connected account.
Know When a Prospect or Contact Has a Request for You with Email Insight
The new Request insight lets reps know when they have specific action items. This insight appears when a prospect or contact indicates a request and the sales rep wants to follow up.
Prevent New Users from Changing the Default Sharing Setting
If you set the Einstein Activity Capture default sharing setting to Don’t Share, you can prevent new Einstein Activity Capture users from changing it. By enforcing the sharing setting, you ensure that sensitive information is kept private.
Add Users to a Configuration More Easily
When adding users to an Einstein Activity Capture configuration, you see up to 500 users listed. Previously, only 100 users were listed. Also, your most recent assignment changes, whether they’re made in setup or through the API, are used.
Keep Settings and Configurations When You Turn Off Einstein Activity Capture
To make sure that you don’t run into unexpected issues, we distinguished the behavior for turning off and resetting Einstein Activity Capture.
Enjoy Enhancements to the Activities Dashboard
If you create contact records for internal users, customer activities no longer roll up to these internal contacts. As a result, the activities for accounts and opportunities in the dashboard reflect the true number of customer interactions. Plus, only completed tasks are included in the dashboard, which gives you a clearer look at your team’s progress. Previously, incomplete tasks, including those with due dates within the selected time range, were also included in the dashboard.
Avoid Cluttering the Activity Timeline with Internal Activity
Salesforce continues to add your default internal domain to the Excluded Address list. Now you can’t delete the default internal domain from the list. By keeping the timeline focused on customer interactions, the timeline is free from noise and performance remains high.

No matches found