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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 Lead Nurturing 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 SDR name has changed to Agentforce Lead Nurturing. 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 Lead Nurturing agent must connect their email account in the Connected Accounts section of their user profile.

            Note that Agentforce Lead Nurturing 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 Lead Nurturing agent. Connecting the Lead Nurturing agent email account in your user profile will cause an error.

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

             
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