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Einstein Activity Capture - Sensitive Emails in the Activity Timeline Show as Private

Veröffentlichungsdatum: Feb 17, 2023
Beschreibung
Automated emails usually don’t offer useful information in the sales cycle to provide a 360 view on a customer. It will often create email noise on the activity timeline, or even worse, leak sensitive information that users do not intend to share if used improperly. For example:
  • External vendors used by your company for employee services may send email containing financial statements, travel itineraries, health benefits, or immigration status information that you would not want to share with the sales teams working with those vendors as clients.
  • Emails that appear to be coming from business contacts can actually be marketing emails sent through automatic email services.


To enhance security, Einstein Activity Capture now attempts to identify incoming automated emails before they’re added to the timeline and set sharing to Don’t Share. Email owners have a chance to review the email content in the activity timeline before they decide to share with others or keep it private. Here are some examples of how we identify an email as automated:

  • An email sent from an automated email account, for example, a no-reply email address, a postmaster email address, or a generic address similar to payments, quotes, or similar @ some domain address.
  • An email that appears to have a sender different from the actual sender based on the return path or sender in the email header
  • An email with a null or blocked return path
  • A mailing list post
  • An email notification for calendar events (Google only today)


Some automated email replies are useful to your colleagues and aren’t set to private. Examples include out-of-office replies and email bounce notifications.


See Also:

Lösung
 
  • Einstein Activity Capture users can manually share private emails.
  • Users that require access can request access to the specified email.
Nummer des Knowledge-Artikels

000392958

 
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Salesforce Help | Article