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Sync Interactions with Einstein Activity Capture
Keep interactions data in Salesforce up to date, and prioritize interactions that drive deal flow. By using Einstein Activity Capture for Financial Services Cloud, you can automatically sync events from connected email and calendar applications to Salesforce as interaction and interaction attendee records.
Watch this video to understand how Einstein Activity Capture works.
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Close Deals Faster with Einstein Activity Capture.
- 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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