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为 Financial Services Cloud 启用 Einstein 活动捕获
授予用户对 Einstein 活动捕获的访问权限,以便他们将电子邮件和日历应用程序连接到 Salesforce。

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授予用户对 Einstein 活动捕获的访问权限,以便他们将电子邮件和日历应用程序连接到 Salesforce。
| 适用于:Lightning Experience in Professional、Enterprise 和 Unlimited Editions, 其中启用了 Financial Services Cloud 和 Einstein Activity Capture。 |
| 所需用户权限 | |
|---|---|
| 启用和配置交互汇总: | Financial Services Cloud 扩展或 FSC 销售 与 自定义应用程序 |
在为 Financial Services Cloud 启用 Einstein 活动捕获之前,请确保您已在 Salesforce 中启用交互汇总选项。请参阅启用和配置交互汇总。

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