Gi brukere tilgang til Einstein slik at de kan koble sine e-post- og kalenderprogrammer til Salesforce.
Nødvendige utgaver
Tilgjengelig i Lightning Experience i Professional, Enterprise og Unlimited Edition der Financial Services Cloud og Einstein-aktivitetsfangst er aktivert.
Nødvendige brukertillatelser
For å aktivere og konfigurere interaksjonssammendrag:
Financial Services Cloud-utvidelse ELLER FSC-salg
OG
Tilpasse program
Før du aktiverer Einstein for Financial Services Cloud, må du forsikre deg om at du har aktivert alternativet Interaksjonssammendrag i Salesforce. Se Aktivere og konfigurere interaksjonssammendrag.
Skriv inn Interaksjonssammendrag i Hurtigsøk-feltet i Oppsett.
Velg Innstillinger for interaksjonssammendrag under Financial Services.
Aktiver Einstein-aktivitetsfangst for Financial Services Cloud.
Hjalp denne artikkelen med å løse problemet ditt?
La oss få vite det slik at vi kan forbedre!
Laster
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
