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#Sales Cloud Einstein23 diskutieren mit

Hi Everyone,   

We are using Einstein Activity Capture (EAC) in Salesforce,  users authenticate their Outlook accounts  from Salesforce.   

I’m trying to identify which users have successfully connected/authenticated their Outlook. The goal is to build a report for users who have their Outlook connected.   

I’ve explored a few options (including standard objects and APIs), but haven’t been able to find a reliable way to retrieve user-level connection status.   

Has anyone implemented a solution for this?

  •  Is there any SOQL query or API that exposes this information? 
  •  If not, what’s the best alternative approach to track/report on this? 

Any guidance or best practices would be really helpful.   

Thanks in advance!    

2 Antworten
  1. 9. Juni, 20:39

    We just started piloting EAC and need to know which Users had established a connection to Office 365.  We found the following query that tells us if a User has established a connection, needs to reconnect, or has no connection which is blank.  Users will need to be assigned a connection in order to appear. 

     

    SELECT Id, ConnectivityStatus, EmailAddress FROM ActivityUsrConnectionStatus 

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A few days ago, I activated EAC, but the sync isn't working. In the 'User Health Status' section under 'Contacts,' it shows 'Exchange email addresses connected to Salesforce: Unlinked.' Because of this, the contacts don't sync with my phone, and I'm not sure how to fix the configuration. 

Einsteing Activity Capture Before Lightning Sync

 

@* Salesforce Einstein *

 

 

#Sales Cloud Einstein

1 Antwort
  1. 5. Juni, 22:20

    @GlobalOne80 Admin Please check the Salesforce Help articles below for the resolution:

     

    https://help.salesforce.com/s/articleView?id=000357966&language=it&type=1

     

    https://help.salesforce.com/s/articleView?id=sales.aac_contact_sync_prepare.htm&type=5

     

    https://help.salesforce.com/s/articleView?id=000392263&language=en_US&type=1

     

    Please verify that the Salesforce user email matches the connected Exchange mailbox email address. Also, confirm that the user is added to the correct EAC configuration and reconnect the email account if needed.

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Hi community,

I'm setting up Einstein Next Best Action on the Opportunity object and running into an issue where the recommendation isn't surfacing on the page component.

My setup:

  • Flow type: Recommendation Strategy
  • Get Records element pulling from the Recommendation object, filtered by Name = "Accessories Upsell"
  • How Many Records to Store: All Records
  • How to Store Record Data: Automatically store all fields
  • Recommendation Assignment element referencing the Get Records output collection

The problem: When I debug the flow, Get Records says "Successfully found records" but the Recommendation Assignment shows "Records in source collection: 0" and Result: None. The NBA component on the Opportunity page shows "Einstein doesn't have any recommendations for you right now."

What I've tried:

  • Confirmed the Recommendation record exists and is active
  • Tried "Only the first record" and "All records" on the Get Records element
  • Confirmed the NBA component is pointing to the correct flow strategy
  • Confirmed the flow is activated on the latest version

Any idea what I'm missing? Is there a specific way the Recommendation Assignment source collection needs to be configured?

Thanks!   

@* Salesforce Einstein * 

1 Antwort
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We'd like to use Einstein Oppty Insights but have found that duplicate activities get created with EAC when people are cc'd on emails, etc. So, we turned EAC off and just use Salesloft to create activities. etc.    Question is, can we use EOI with activities created by salesloft?  

1 Antwort
  1. Khyati Mehta (InfinySkills) Forum Ambassador
    23. Mai, 03:07

    Hello Tara, 

     

    Yes, you should be able to use Einstein Opportunity Insights even with EAC turned off, provided Salesloft is creating activities directly in Salesforce and not storing them externally. EOI is mainly looking at engagement/activity signals around opportunities (emails, calls, meetings, tasks, etc.), so it generally cares more about the activity records existing and being correctly related to Opportunities, Contacts, or Leads rather than who created them. I’d just double-check how Salesloft is writing the data — if it’s creating standard Salesforce Tasks/Events with proper associations, you should be fine. The main risk is if some engagement data lives only inside Salesloft or custom objects, since Einstein may not pick those up. Hope this helps!

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Hi,     If we have our Einstein Activity Capture set to a 2 way sync between Outlook to Salesforce, and someone adds a contact to an event from a few months ago, is it going to send out an old invite to someone?     Thanks!   

1 Antwort
  1. 21. Mai, 08:18

    Hi @Lauren Bearinger,  

    Yes, with Einstein Activity Capture 2-way sync, adding a new attendee to an old Outlook event can potentially trigger an updated calendar invite email to that person, depending on how Outlook/Exchange handles meeting updates. Salesforce itself does not send the invite, but the synced calendar system may treat it as a meeting update and notify the added attendee. 

     

    To avoid accidental emails, it’s best to test with an internal user first or disable attendee notifications temporarily before updating older events.

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Hello community,

We recently migrated our Einstein Activity Capture integration from Microsoft 365 EWS to Microsoft Graph.

After the migration:

  • Emails are syncing correctly again.
  • Users appear connected through Microsoft Graph.
  • Initial synchronization completed successfully.
  • Event synchronization is configured in both directions.
  • We even created a brand-new EAC configuration to avoid any legacy EWS-related issues.

However, calendar events are still not syncing correctly:

  • Events created from Salesforce do not appear in Outlook.
  • Meeting invitations are not sent to attendees.
  • Events created in Outlook are also not being reflected in Salesforce.

We already performed:

  • user reconnection,
  • resynchronization,
  • event reset,
  • creation of a new EAC configuration,
  • and validation that the initial sync completed successfully.

At this point, it seems the issue may be related to Microsoft Graph/Azure permissions or write-back calendar permissions.

Has anyone experienced something similar after migrating from EWS to Microsoft Graph?  Did you need to adjust specific Azure permissions (such as Calendars.ReadWrite or Admin Consent) or perform any additional steps to restore bidirectional calendar sync?

Any guidance or shared experience would be greatly appreciated.

 

@* Sales Cloud - Getting Started * 

1 Antwort
  1. 18. Mai, 20:09
    Sorry for the inconvenience. In case you don't receive a response here, may I also suggest to contact Microsoft Support Team to get additional assistance on this.
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Hello, we are considering implementing EAC standard in our org, but have concerns about the data retention policy and other limitations.     1) If we enable Sync Email as Salesforce Activity, will these record still be deleted from our org after 6 months meaning no email or calendar event activity more than 6 months old will appear in Activity timelines and reports?   2) Also I read somewhere that EAC activities don't update the "Last Activity" field on contacts etc. Is that true?   3) Finally, if a meeting is created in the user's Outlook calendar and sync to SF via EAC and then the suer updates the meeting subject in Outlook will that subject update sync over to SF?    Thank you!   

@* Salesforce Einstein * 

3 Antworten
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If a Salesforce user sends an email to someone who is not a lead or contact via Outlook, the email is automatically logged in the activity timeline, and everyone with Salesforce access can see the email.  We don't know which addresses to exclude, as there could be thousands. How do you prevent the emails being logged for GDPR purposes?   Has anyone had this issue and found a way to resolve it?    Many thanks   

3 Antworten
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Hello, 

 

The past few weeks I have had an orange Salesforce Banner stuck at the top of my page. Now, I have a second notification. I keep getting notifications each day for it. It wasn't much of a problem until I learned that all users now have at least one of the 2 banners. Is there a way I can have these removed for all users? I am an admin for my Salesforce, so I don't mind having them. But I need them to be gone for all other users. 

How do I remove the orange notification banners?

 

 

 

#Sales Cloud Einstein

1 Antwort
  1. 14. Mai, 13:58

    Hi @Martin Dahlquist, Some banners can be disabled via User Interface (Notification Banner) or In-App Guidance settings. However, Trust / system notifications cannot be turned off, as they are controlled by Salesforce. 

     

    Please have a look on below help documents, 

    1. Disable Salesforce Notification Banner -  

    https://help.salesforce.com/s/articleView?id=xcloud.setup_disable_salesforce_banner.htm&language=en_US&type=5

     

    2. Turn Off In‑App Guidance (Orange Prompts) - 

    https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_sfdc.htm&language=en_US&type=5

     

    3. About Trust / System Notifications - 

    https://help.salesforce.com/s/articleView?id=000389335&language=en_US&type=1

     

    Hope it works for you.

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Hi,

 

In Einstein Activity Capture, for Outlook-to-Salesforce event sync, can we retrieve the unmatched attendee email addresses that are not included as part of the synced attendee list (EventRelation)?

 

Specifically, we would like to know if attendee email addresses that do not match existing Salesforce records are available anywhere in the synced Event data or through EAC APIs/logs 

1 Antwort
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