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            Get Notified When Users’ Connections Are in Trouble

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            Get Notified When Users’ Connections Are in Trouble

            As a Salesforce admin, you can receive notifications in the app and by email when your users’ Einstein Activity Capture connections have a status of Disabled or Needs Attention. Notifications can help you reduce your support queue and increase user satisfaction by helping you resolve issues early.

            Required Editions

            Available in: Lightning Experience
            Available with Einstein Activity Capture Standard in Sales in Starter, Pro Suite, Professional, and Enterprise Editions
            Available with Unlimited Edition, Einstein 1 Sales Edition, and Agentforce 1 Edition
            Available with Einstein for Sales, which is included in Einstein 1 Sales Edition and available for an extra cost in Enterprise and Unlimited Editions
            Available with Sales Engagement, which is included with Sales in Performance and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions
            Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions
            Note
            Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.
            User Permissions Needed
            To check a user’s connection status:

            Customize Application

            OR

            Modify All Data
            To view the Einstein Activity Capture setup pages:

            View Setup and Configurations

            AND

            Customize Application OR Modify All Data

            Notifications are sent every 7 days. Connections have a status of Disabled or Needs Attention when the permissions are removed, user disconnects manually, user email account has issues, and so on.

            1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Settings.
            2. Click the Settings tab.
            3. Turn on Connection Status Notifications.
            4. In Percent of Connected Accounts, enter a percentage of connected accounts that have the status of Disabled or Needs Attention. When this threshold is reached, you receive a notification every 7 days.
              If you enter 0%, you don’t receive any notifications.
            5. Click Save.
            6. From the Notification Type list, select the delivery format of the notification that you want to receive.
             
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