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#Einsteinactivitycapture0 debatiendo

I know there is a CRMA pre-built dashboard, but looking for something more customizable.

 

Resurfacing this to see if it was possible with the our org's recent migration from AWS to Hyperforce, since that seemed to be the roadblock before. Until now (I think?) Activities are Syncd which means they are stored in Salesforce as normal activity records. But email is only Captured from G-Suite or Outlook and stored in AWS, not in Salesforce. 

 

Overall just looking to see if anyone has noticed a change in activity reportability with the hyperforce migration.

 

#Reports & Dashboards #Hyperforce #Einsteinactivitycapture

 

Thanks, 

2 respuestas
  1. 22 oct 2024, 20:17

    Hi Molly,  if you are trying to report on your automatically captured emails from EAC, there was a feature released for this use case earlier in October. Assuming you have either Professional or Enterprise edition, you need to toggle on the 'Activity 360 Reporting' in Setup-->Einstein Activity Capture-->settings

     

    After doing this, you should see some dashboards/reports that were created in the 'Activity 360 '  folder, which show all the activities. 

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Salesforce Admins, rejoice! My updated videos on Einstein Activity Capture are now available;

 

Unlock Insights with Einstein Activity Capture Dashboard

https://youtu.be/v7BneWKBP94?si=bU-WpHYefDP_PRGt

 

Unlock the Power of Einstein Activity Metrics

https://youtu.be/OmpLGebYpVk?si=ARegwNN-7nJMlL8a

 

Setting up Einstein Activity Capture: Step-by-Step Guide

https://youtu.be/C_nYKqF8b6o?si=KIXoXSvZ0BrxcBme

 

Boost Productivity: Dive into Activity 360 Reports

https://youtu.be/KGvCeW2Soeo?si=C2HmCoJkRWGXhM1L

 

#Salesforce 

#SalesforceAdmin 

#EinsteinActivityCapture 

#Trailblazer 

#TrailblazerCommunity 

#AwesomeAdmin

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We have recently implemented Einstein Activity Capture for our users. Sometimes we want to log a phone call (as an with a customer, but we obviously do not need this customer to get an email of this. We used to just create an event, but now with EAC we are afraid the user will get an email too when we link their email adress. How does this work?

 

#Sales Cloud #Einsteinactivitycapture

1 respuesta
  1. 23 ene 2024, 15:27

    Hi Milou,

     

    By default, the email on the Lead/Contact record does not get an email when you use the Log a Call button. You can always test this by creating a dummy record and entering your own email address.

     

    Thanks,

     

    Nick

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Hello, Everyone

I am stuck in one situation, I have Einstein Activity Capture permission set in Unlimited Edition Sandbox, But I can't able to assign this permission set to any user.

How can I assign this PS to a User? Does anyone have any idea? #SalesEngagement #Einsteinactivitycapture

Appreciate for Answer. 

Thanks

9 respuestas
  1. 11 ene 2024, 14:38

    Every User has to have a license. Visit the User Detail Page in setup and look at the license field. Usually, this will be listed as "Salesforce" as the license. There are some licenses that don't allow for Activity Capture, so if they're assigned one of those licenses, that could be why you're getting an error.

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