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將 Salesforce 連線至您的電子郵件和錄音提供者
若要讓 Einstein Activity Capture (EAC) 和 Einstein Conversation Insights (ECI) 存取您小組的電子郵件資料、行事曆資料和會議錄音,請將 Salesforce 連線至您公司的電子郵件和通話錄音系統。
若要讓 Einstein Activity Capture (EAC) 和 Einstein Conversation Insights (ECI) 存取您小組的電子郵件資料、行事曆資料和會議錄音,請將 Salesforce 連線至您公司的電子郵件和通話錄音系統。
| 提供版本:具備 Sales Cloud 的 Lightning Experience Performance 和 Unlimited Edition。在具備 Sales Cloud 的 Enterprise Edition 中,此功能需要 Agentforce 或 Revenue Intelligence 附加元件。 |
EAC 和 ECI 的重要活動資料會填入評分架構,以向銷售人員顯示可採取動作的洞察。
此模型只會在您建立評分組態時使用可用的資料來源。如果您稍後開啟其他來源,例如電子郵件或錄音參與或銷售方法,請關閉機會評分、再次開啟機會評分,並建立新的組態,讓模型可以使用所有可用的來源。

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