Tilslut Salesforce til dine mail- og optagelsesudbydere
Hvis du vil lade Einstein (EAC) og Einstein (ECI) få adgang til dine teams maildata, kalenderdata og mødeoptagelser, skal du tilslutte Salesforce til dit firmas mail- og opkaldsoptagelsessystemer.
EditionsHeading
Tilgængelig i: Lightning Experience i Performance og Ubegrænset version med Sales Cloud. I Enterprise Edition med Sales Cloud kræver denne funktion tilføjelsesprogrammet Agentforce eller Omsætningsdata.
De vigtige aktivitetsdata fra EAC og ECI føjes til scoringsstrukturen for at vise sælgere indsigter, der kan handles på.
Modellen bruger kun de datakilder, der er tilgængelige, når du opretter scoringskonfigurationen. Hvis du senere aktiverer en anden kilde, f.eks. mail eller optagelsesengagement eller salgsmetodologi, skal du deaktivere Salgsmulighedsscore, aktivere det igen og oprette en ny konfiguration, så modellen kan bruge alle tilgængelige kilder.
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