See How Einstein Activity Capture Users Are Connected
Einstein Relationship Insights uses email and calendar metadata from Einstein Activity
Capture to show when a colleague is connected with a recommended relationship. Use Einstein
Activity Capture to see how you’re connected with Einstein’s relationship recommendations. View
the full connection path between you and the record that you want to explore.
Required Editions
User Permissions
Needed
To connect an account with Einstein Activity Capture:
Use Einstein Activity Capture
Open the record that you want to explore.
View connections.
If you’re exploring relationships by using the list view, from the relationship
recommendations, click See How You’re Connected.
The See how
you’re connected section shows the detailed connection path including the
description.
If you’re exploring relationships by using the graph view, the relationship graph
indicates connected colleagues by using solid line connections. To view the details,
hover over your colleague’s record. To open the record, click the connected
record.
You can contact your colleagues to learn about or get introduced to the prospect.
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