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            Connect to Einstein Activity Capture with a Google Service Account

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            Connect to Einstein Activity Capture with a Google Service Account

            The service account authentication method is available for Google. With service account, you can set up all Einstein Activity Capture users simultaneously. That way, users don’t need to connect their primary account. Salesforce provides the service account details for you. Then, the Salesforce admin works with their Google admin to give the service account domain-wide authority and access to your users’ Google data.

            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
            User Permissions Needed
            To connect Salesforce to Google:

            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
            Important
            Important Service account authentication method is no longer available for Google.
            1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Settings. If it’s your first time setting up Einstein Activity Capture, the setup flow guides you through the steps. If you already set up Einstein Activity Capture and want to change the authentication method, reset Einstein Activity Capture.
            2. Select Google as the email and calendar application.
            3. Select Service Account as your authentication method.
            4. To give Salesforce domain-wide authority, read access, and write access to your users’ Google data, copy the service account client ID and comma-delimited list of the OAuth scopes from the setup flow. Then, navigate to your Google Admin Console and add the service account client ID and OAuth scopes to your Google Workspace environment. See the Google documentation about delegating domain-wide authority to a service account.
            5. Follow the remaining Einstein Activity Capture setup steps, including creating a configuration and adding users to it.

            When you use the Google service account authentication method:

            • It can take up to 24 hours to establish the connection with your Google Workspace environment. When ready, the connection is listed on each Einstein Activity Capture user’s Connected Accounts page.
            • Users who are in configurations with emails enabled are prompted to accept the Einstein Activity Capture terms of service. Until they do, email data isn’t captured.
            • Users who have access to Inbox must connect an account for Inbox to work. Users can connect their primary account or a different account.

            See Also

             
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