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✴️  This week’s #TuesdayTips to help you with your #Email Integration is #Einstein Activity Capture ✴️

 

Start by watching the Email Integration Circle of Success on demand: https://salesforce.vidyard.com/watch/uCvEENX2494MLkPXSQrJFS

 

The automation in Einstein Activity Capture helps you keep contacts, events, and emails updated between applications. Learn how to set this up so that the emails and events that your reps send and receive are automatically added to the activity timeline of related accounts, contacts, contracts, leads, opportunities, and quote records in Salesforce.

 

This video shows you how to set up your users’ Microsoft or Google accounts to Salesforce and configure Einstein Activity Capture settings: https://salesforce.vidyard.com/watch/KriYKuFXjRqPYN7KXh8oLZ

 

Get the details about configuration, settings, permissions and more that will guide you through both Admin and end user setup steps: https://help.salesforce.com/articleView?id=aac_configure.htm&type=5

 

And remember to bookmark the #Email Integration best practices one-pager for easy access! https://help.salesforce.com/articleView?id=000354844&type=1&mode=1

 

Questions?  We want to hear from you!  Post your questions here, or join one of our Sales or Service office hours: https://sfdc.co/AskSalesService

 

Next week we'll talk about Email to Case. 

 

cc @Hathaway Moore @Bhavin Patel 

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