Contacts and Einstein Activity Capture

Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.

The Einstein Activity Capture configuration settings control which data is captured from your connected account. Salesforce admins manage these settings and can learn about customization options in Set Up Einstein Activity Capture for Your Team. To learn how to use your captured data in Salesforce, read Automate Your Workflow with Einstein Activity Capture.

• Guidelines for Using Contacts with Einstein Activity Capture
  Make sure you understand how Einstein Activity Capture works with contacts.
• How Contacts Sync with Einstein Activity Capture
  If you use Einstein Activity Capture, learn about how we sync your Microsoft or Google contacts with Salesforce contacts and accounts. Also, learn what we do when we can’t find a match.
• Guidelines for Filtering Contacts
  Contact sync filters let you choose which contacts sync from Salesforce to users’ Microsoft or Google application. Learn about how sync filters work differently, depending on how they’re set.
• Field Mappings for Contact Sync
  When you use Einstein Activity Capture to sync contacts, fields from your Salesforce contacts are mapped to fields in the connected Microsoft or Google account. Learn which fields sync and how they’re mapped. Plus, see which Microsoft® Exchange field mappings Salesforce admins can customize.
• Contact Suggestions and Potential Connections
  Salesforce analyzes email and event data to identify individuals who are not yet in Salesforce as contacts or opportunity contact roles.