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Connect User Email Accounts to Einstein Activity Capture

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Connect User Email Accounts to Einstein Activity Capture

Users can see the agent’s emails on the Activity Timeline of lead, contact, and person account records. To let sales users view, edit, reschedule, or cancel Engagement agent emails on the Activity Timeline of prospect records, be sure each user has connected their email account in their user profile. Connecting the user email account to EAC lets agent emails include meeting booking links for prospect owners. You make changes to agent emails in the Email Composer.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Agentforce for Sales.
User Permissions Needed
To connect an account with Einstein Activity Capture:

Sales Engagement User

OR

Sales Engagement Cadence Creator

OR

Use Inbox AND Use Einstein Activity Capture (Inbox with Einstein Activity Capture)
Note
Note The Agentforce Lead Nurturing name has changed to Agentforce Engagement. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.

Users who want to work with the Engagement agent must connect their email account in the Connected Accounts section of their user profile.

Note that Agentforce Engagement requires user-level authentication for EAC rather than org-level authentication.

  1. Click your user profile, then click Settings.
  2. Follow the instructions in Connect Your Email and Calendar to Salesforce with Einstein Activity Capture or Inbox.

Be sure to connect your individual company email account and not the email account used by the Engagement agent. Connecting the Engagement agent email account in your user profile will cause an error.

Once your user email account is connected, you can see Engagement agent activity in the Activity Timeline of prospects you have access to.

 
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