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Get Acquainted with Einstein Activity Capture
Now that you’re set up for Einstein Activity Capture, you and your users can get acquainted with the product. See how it works and how you can troubleshoot issues. If you added Einstein Activity Capture features or settings to your users’ migrated sync configurations, introduce those changes to users and some other settings that are new to them. You can also remind users how to manage which contacts and events sync.
Get to Know Einstein Activity Capture
Admins can check out these additional resources for more information about using the product.
Tell Users About Features and Settings That You Added
During migration we suggested that you set up these Einstein Activity features and settings. If you added them to migrated configurations, share some resources about how they work and what users can expect.
- Einstein Email Insights
- Exclude users from adding emails or events (admin-controlled setting)
- Activity sharing
Tell Users About Their Einstein Activity Capture Settings
Now that your users are on Einstein Activity Capture, users can manage their user experiences with these settings.
Remind Users About How to Manage Syncing Contacts or Events
Remember that users can continue to manage their syncing contacts and events in the same ways they did when they used Lightning Sync. For a reminder on how those methods work, see these Einstein Activity Capture topics.
