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活动:将电子邮件与记录操作匹配
活动:“将电子邮件与记录匹配”流提供了一些核心操作,用于将电子邮件与销售组织中的相关记录匹配。要将其中一个操作添加到流,请确保在 Einstein 活动捕获中启用将电子邮件同步为 Salesforce 活动。在 Flow Builder 中,添加操作元素。然后选择活动:将电子邮件与记录匹配,并搜索适当操作。

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活动:“将电子邮件与记录匹配”流提供了一些核心操作,用于将电子邮件与销售组织中的相关记录匹配。要将其中一个操作添加到流,请确保在 Einstein 活动捕获中启用将电子邮件同步为 Salesforce 活动。在 Flow Builder 中,添加操作元素。然后选择活动:将电子邮件与记录匹配,并搜索适当操作。
| 适用于:Lightning Experience |
| 适用于Starter、Professional 和 Enterprise Edition 的销售中的 Einstein 活动捕获标准 |
| 适用于 Unlimited Edition 和 Einstein 1 Sales Edition |
| 适用于适用于销售的 Einstein,它包含在 Einstein 1 Sales Edition 中,另行付费后适用于 Enterprise 和 Unlimited Edition。 |
| 适用于 Sales Engagement in Sales,它包含在 Performance 和 Unlimited Edition 中,另行付费后适用于 Professional 和 Enterprise Edition。 |
| 适用于 Revenue Intelligence,另行付费后适用于 Enterprise 和 Unlimited Edition。 |

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