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            Enable Einstein Activity Capture for Financial Services Cloud

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            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.

            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 enable and configure interaction summaries:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application

            Before you enable Einstein Activity Capture for Financial Services Cloud, ensure that you’ve enabled the Interaction Summary option in Salesforce. See Enable and Configure Interaction Summaries.

            1. From Setup, in the Quick Find box, enter Interaction Summary.
            2. Under Financial Services, select Interaction Summary Settings.
            3. Enable Einstein Activity Capture for Financial Services Cloud.
             
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