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Set Up Einstein Activity Capture for Financial Services Cloud
Review the steps for setting up Einstein Activity Capture for Financial Services Cloud.
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Watch this video to understand how Einstein Activity Capture works for Financial Services Cloud.
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Einstein Activity Capture for Financial Services Cloud..
- Before You Get Started
Make sure that Einstein Activity Capture is set up in Salesforce and that you understand how it works with events. Also, review how to set up and work with interaction summaries. - Considerations for Working with Einstein Activity Capture for Financial Services Cloud
Keep in mind these considerations when using Einstein Activity Capture for Financial Services Cloud. - 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. - 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. - Interactions and Einstein Activity Capture
Learn what happens when interactions are enabled in an Einstein Activity Capture configuration.
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