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准备与 Einstein 活动捕获同步交互
如果您的 Salesforce 管理员配置 Einstein 活动捕获以将交互同步到 Salesforce,请确保它以您想要的方式工作。

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如果您的 Salesforce 管理员配置 Einstein 活动捕获以将交互同步到 Salesforce,请确保它以您想要的方式工作。
| 适用于:Lightning Experience in Professional、Enterprise 和 Unlimited Editions, 其中启用了 Financial Services Cloud 和 Einstein Activity Capture。 |
在管理员打开 Einstein 活动捕获配置之前,准备不想作为交互同步的事件。您可以随时管理同步哪些事件。要从 Salesforce 中删除同步的交互,请手动删除它们。
要阻止个人事件从 Google 或 Microsoft 日历同步到 Salesforce 作为交互和交互出席者记录,请创建单独的日历。Einstein 活动捕获仅将您的默认日历同步到 Salesforce。
Salesforce 管理员在 Einstein 活动捕获配置中定义同步设置时,可以选择是否同步用户的专用交互。用户还可以通过将专用选项分配给日历应用程序中的事件来阻止交互同步。

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