PreparaciĆ³n para sincronizar interacciones con Captura de actividad Einstein
Si su administrador de Salesforce configurĆ³ Captura de actividad de Einstein para sincronizar interacciones con Salesforce, asegĆŗrese de que funciona del modo que desea.
Ediciones necesarias
Disponible en: Lightning Experience en Professsional Edition, Enterprise Edition y Unlimited Edition donde Financial Services Cloud y Captura de actividad Einstein estƔn activadas.
Para evitar que los eventos personales se sincronicen desde su calendario de Google o Microsoft con Salesforce como registros de asistente de interacciĆ³n e interacciĆ³n, cree un calendario separado. Captura de actividad de Einstein sincroniza solo su calendario predeterminado con Salesforce.
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