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            Create a Configuration to Sync Events as Interactions

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            3. Financial Services Cloud Admin Guide

            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.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions where Financial Services Cloud and Einstein Activity Capture are enabled.
            User Permissions Needed
            To create or edit an Einstein Activity Capture configuration:

            View Setup and Configurations

            AND

            Customize Application

            AND

            Modify All Data
            1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Settings.
              If it’s your first time setting up Einstein Activity Capture, the setup flow guides you through the steps. If you’re moving from Lightning Sync or you already use Einstein Activity Capture but it’s your first time creating a configuration, click Add Contact and Interaction Sync and follow the guided steps.
            2. On the Configuration tab, click New Configuration.
            3. Give the configuration a name and description.
            4. Review the interaction settings, and then click Next.
            5. Add users and profiles to the configuration, and then click Next.

            See Also

             
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