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Admin Setup for Einstein Activity Capture
Give users access to Einstein Activity Capture. Connect your company’s email and calendar applications to Salesforce, and create a configuration that controls how data moves between applications.
- Enable Einstein Activity Capture for Financial Services Cloud
Give users access to Einstein Activity Capture so that they can connect their email and calendar applications to Salesforce. - Create a Configuration to Sync Events as Interactions
Einstein Activity Capture configurations define how data flows from the connected accounts to Salesforce. Review the default sync settings and change the settings, if necessary. After you have enabled Einstein Activity Capture for Financial Services Cloud, all references to events in the configuration UI, depending on the context, means interactions. - Create Interaction Participants
Enable the Create Interaction Participants Automatically setting, and assign a default participant role to create interaction participants automatically after an interaction sync. Interaction participants are created for meeting attendees who are Salesforce users, excluding the attendee who is the meeting owner.
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