Loading
Ongoing maintenance for Salesforce HelpRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            End-User Setup for Einstein Activity Capture

            You are here:

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

            End-User Setup for Einstein Activity Capture

            Connect your email and calendar accounts to Salesforce so that you can sync events from the connected accounts to Salesforce as interaction and interaction attendee records. Plus, prevent specific interactions from being synced to Salesforce.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions where Financial Services Cloud and Einstein Activity Capture are enabled.
            1. To learn how to give your users access to Einstein Activity Capture and Connect Your Email and Calendar Applications to Salesforce, see Admin Setup for Einstein Activity Capture.
            2. Prepare to Sync Interactions with Einstein Activity Capture.
             
            Loading
            Salesforce Help | Article