Give sales reps access to the Recommended Connections component so they can see which
colleagues have the strongest connections to a prospect. Reps can then get in touch with
colleagues who can help get conversations going with prospects.
Required Editions
Available in: Lightning Experience
Available with Sales Cloud Einstein, which is available for an extra cost in:
Enterprise, Performance, and Unlimited Editions
Available with Inbox, which is available in Professional,
Enterprise, Performance, and Unlimited Editions
Available with Sales Engagement, which is available for an extra cost in:
Enterprise, Performance, and Unlimited Editions
Note We’re reorganizing the Einstein Activity Capture documentation. We’re
moving some information around, but we aren’t deleting anything.
User Permissions
Needed
To edit page layouts:
Customize Application
From Setup, in the Quick Find box, enter Einstein Activity Capture,
and then select Recommended Connections.
Turn on the option to add the Recommended Connections component to standard contact and
lead page layouts. If you use person accounts, the component is also added to standard person
account page layouts.
To add the Recommended Connections component to custom contact, lead, and person account
page layouts, use the Lightning App Builder.
Optionally, use the Lightning App Builder to set the number of connections to show by
default in the component. You can set the number from 1 through 10. When a user clicks
View All from the component, they can see up to 50 connections.
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