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準備將互動與 Einstein Activity Capture 同步化
若您的 Salesforce 管理員已設定 Einstein Activity Capture 將互動同步至 Salesforce,請確保其以您想要的方式運作。

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若您的 Salesforce 管理員已設定 Einstein Activity Capture 將互動同步至 Salesforce,請確保其以您想要的方式運作。
| 提供版本:啟用 Financial Services Cloud 和 Einstein Activity Capture 的 Professional、Enterprise 及 Unlimited Edition 版本 Lightning Experience。 |
請先準備您不想同步化為互動的事件,您的管理員才能開啟您的「Einstein 活動捕捉」組態。您可以隨時管理要同步化的事件。若要從 Salesforce 中移除同步化的互動,請手動將其刪除。
若要防止個人事件從 Google 或 Microsoft 行事曆同步化至 Salesforce 作為互動與互動出席者記錄,請建立個別的行事曆。Einstein Activity Capture 只會將您的預設行事曆同步至 Salesforce。
當 Salesforce 管理員在 Einstein Activity Capture 組態中定義同步化設定時,他們會選擇是否要同步化使用者的私人互動。使用者也可以從行事曆應用程式將私人選項指派給事件,以防止互動同步化。

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