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Partner Cloud
Configure Einstein Activity Capture for Partner Calendar Sync

Configure Einstein Activity Capture for Partner Calendar Sync

Create a dedicated configuration so that external partner users can connect their calendars for appointment scheduling.

Required Editions

Available in: Lightning Experience
Available in: EnterprisePerformance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login
User Permissions Needed
To configure Einstein Activity Capture: Partner EAC User
For partner users to connect external calendars: Partner EAC User

Set up the partner Experience Cloud site, and turn on Einstein Activity Capture (EAC). Confirm whether your company uses Google or Microsoft as its email provider. Before you add external partner users to a dedicated EAC configuration, assign them the required permission set.

A dedicated EAC configuration gives external partner users access to connect their calendars for appointment scheduling.

  1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Settings.
  2. Start the EAC setup.
  3. Select your email provider, Google or Microsoft, and complete the provider setup.
    Select the user-level provider option.
  4. Create an EAC configuration for external partner users.
  5. Assign the Partner EAC User permission set to each partner user who connects a calendar.
  6. Add the partner users to the EAC configuration.
  7. Save and activate the configuration.
 
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