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Sales Pipeline Visibility and Forecasting
Connect Salesforce to Your Email and Recording Providers

Connect Salesforce to Your Email and Recording Providers

To let Einstein Activity Capture (EAC) and Einstein Conversation Insights (ECI) access your teams’ email data, calendar data, and meeting recordings, connect Salesforce to your company's email and call recording systems.

Required Editions

Available in: Lightning Experience in Performance and Unlimited editions with Sales Cloud. In Enterprise Edition with Sales Cloud, this feature requires the Agentforce or Revenue Intelligence add-on.

The essential activity data from EAC and ECI is fed into the scoring framework to show sellers actionable insights.

The model uses only the data sources available when you create the scoring configuration. If you later turn on another source, such as email or recording engagement or sales methodology, turn off Opportunity Score, turn it on again, and create a new configuration so the model can use all available sources.

 
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