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#Contact Syncing0 utenti parlano di questo argomento

Elise Sharpe (Student U) ha fatto una domanda in Nonprofit Hub

We are setting up Salesforce Inbox with Einstein Activity Capture for Gmail, and I noticed that the field mappings for syncing Contacts map the Google Company to the Salesforce Account Name. Given that most of our Contacts are associated with Household Accounts, I'm concerned that syncing will override Household names with where people work instead. 

 Account field mapping aside, I have some hesitation about syncing Contacts Gmail to Salesforce for fear it will create a bunch of duplicates in Salesforce. What experiences / issues have people had using EAC with NPSP, Contact syncing or otherwise? Thanks!

 

#Einstein Activity Capture #Contact Syncing #Gmail Integration

3 risposte
  1. 26 nov 2023, 21:00

    I think that before deploying the sync to your entire organization, conduct thorough testing in a sandbox environment. This allows you to identify and address any issues without affecting your live data. #EinsteinGPT

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