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#EAC토론 중인 항목 0개

I m trying to do POC on EAC (Einstein Activity Capture). I got access to O365. But when I m trying to connect Salesforce Inbox to O365 using email Id, I'm getting an error. Screenshot attached.

 

I get a pop-up message "Salesforce Inbox needs permission to access resources in your organization that only an admin can grant. Please ask an admin to grant permission to this app before you can use it."

 

My User is Non-Admin User and as per EAC even Non-Admin User can get connected to O365 and sync the events. Also what access Admin can give to Non-Admin User on O365 this is also not clear.

 

But why I'm getting this message. Screen Attached. Any help on this will be highly appreciated.

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Brian Bernstein 님이 #Salesforce Inbox에 질문했습니다

When I create an event in the Gmail/Google calendar, we have EAC set up to push that event to Salesforce. After the initial sync, if I go to that Google Calendar event, I see that I can "Edit Related Records" and if I select that, I see this:Update the EAC Calendar Event fields shown?It looks like the event type is editable; I would like to be able to edit more fields from here, but I cannot find any lightning page layout or anything else that would seemingly let me customize the fields shown here. 

 

For my actual use case, I want to be able to set the Event Record Type, because we use different record types for different meeting types. I know I could use some janky flow to set a record type based on the event subject, but I'd like to avoid that if possible.

 

Any guidance is appreciated, thank you.

 

#Salesforce Inbox  #EAC

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  1. 2024년 3월 19일 오후 9:01

    Does anyone have any specific advice here? Thank you.

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Brian Bernstein 님이 #Sales Cloud Einstein에 질문했습니다

We have 360 Activities reporting enabled with Sales Cloud Einstein / Einstien Activity Capture. We also have email relay on with G-Suite. When a user sends a list email, that creates a list email/unified task AS WELL AS logs the email from their gmail account.

1) This effectively double-logs the list email on Unified Activities reports

2) I cannot figure out how to discern a list email in any Unified Activities/Unified Email reporting at all. All emails show simply as an email out, ie, a "From" email in a Users with Unified Activities report, the same as if the user sent the email conventionally.

 

How can I report on list emails sent using standard SF reporting?

 

#Sales Cloud Einstein  #Einstein Activities Capture  #EAC  #Email  #UnifiedAnalytics

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  1. Andrew Russo (BACA Systems) Forum Ambassador
    2024년 2월 21일 오후 6:42

    Yeah what you’re thinking sounds about right tbh

    Andrew Russo

    arusso@bacasystems.com
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Darby Hogle 님이 #Analytics에 질문했습니다

I deleted the entered excluded internal domain and reset EAC but emails still aren't showing in activity timeline. How do I get these back? Also, is anybody having issues with analytics not tracking all emails? #EAC #Einstein Activities Capture

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  1. 2024년 1월 19일 오후 8:40

    @Andrew Russo Ended up deleting the permission set for Inbox with EAC for all affected users, then adding them back and reconfiguring and it worked

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Inbox - MS 365 Events not showing up in "Today's Events" component

EAC is connected and functioning as expected.

We have successfully linked Salesforce to MS 365 and linked Outlook to Salesforce with the Outlook plug-in.

 Outlook calendar events are showing up in Salesforce Calendar as part of the Microsoft Outlook Calendar, separate from My Events.

There are events in the Outlook calendar in Salesforce.

On the Home page, the default Today's Events lightning component is empty as there are no events in My Events.

 

How do we get the Outlook events into the Today's Events lightning component? Is the only functionality to show Salesforce originating Events on the "Today's Events" component?

 

Thanks for any help you may have.

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  1. 2023년 8월 2일 오전 8:19

    Hi, I have the same problem but I didn't find any solution. 

    Someone has an idea?

    I've already connect the events on EAC in both directions, but my Today's Events not showing the Office 365 events

     

    Hi, I have the same problem but I didn't find any solution. Someone has an idea?Screenshot 2023-08-02 alle 10.18.47.png

    Screenshot 2023-08-02 alle 10.19.08.png

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I have enable Sales Engagement in my Sandbox now i want to send email from lightning app but i dont want to connect Any mail service with EAC.

now if i give sales Enagagement permission to an user and then if i try to Send mail if force me to connect to an Mail Service.

my question is can i send mail from lightning app with an ORG wide Address with a Sales engagement user??

 

@* Salesforce Sales Engagement *  #Einstein Analytics #EAC #Salesforce Developer @Makenzie Pavan

 

Send EMail through Salesforce lightning

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🎉  [Don't miss out] Upcoming Sales cloud webinar #Sales Cloud #Einstein Activity Tracking #Einstein Activity #EAC 

 

Getting Started: Sales Cloud: Set Up Einstein Activity Capture

 

Learn how to automatically record in Salesforce every sales-related email and meeting in Gmail or Exchange with Einstein Activity Capture. A Salesforce expert will cover how Einstein Activity Capture associates email and events to related Salesforce records and syncs events and contacts between Google or Microsoft accounts and Salesforce.

 

Premier and Signature Success Plan customers, request an individual follow-up after the session.

 

Date/Time: Monday, Apr 24, 11:00 AM Eastern Time 

Format: Virtual, Listen-Only Webinar 

REGISTER HERE: https://cs.salesforce.com/events/7013y000001zekVAAQ

 

Premier and Signature Success Plan customers can request an individual follow-up after the session (1:1 follow-up invitations will be sent after you complete the survey).

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🎉  [Don't miss out] Upcoming Sales cloud webinar #Sales Cloud #Einstein Activity Tracking #Einstein Activity #EAC 

 

Getting Started: Sales Cloud: Set Up Einstein Activity Capture

 

Learn how to automatically record in Salesforce every sales-related email and meeting in Gmail or Exchange with Einstein Activity Capture. A Salesforce expert will cover how Einstein Activity Capture associates email and events to related Salesforce records and syncs events and contacts between Google or Microsoft accounts and Salesforce.

 

Premier and Signature Success Plan customers, request an individual follow-up after the session.

 

Date/Time: Monday, Apr 24, 11:00 AM Eastern Time 

Format: Virtual, Listen-Only Webinar 

REGISTER HERE: https://cs.salesforce.com/events/7013y000001zekVAAQ

 

Premier and Signature Success Plan customers can request an individual follow-up after the session (1:1 follow-up invitations will be sent after you complete the survey).

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Jorge Diaz (RS Sf a) 님이 * Salesforce Einstein *에 질문했습니다

We setup EAC and our EVENTS stopped syncing all of a sudden. Turns out the Exchange Web Service connection no longer exists. How can I find how or when it stopped working??

 

TIA

@* Salesforce Einstein * #EAC #Einstein Analytics #Einstein Activity Tracking #Trailhead Challenges

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  1. 2023년 4월 16일 오후 6:17

    Thank you so much Tom!😊

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