Hi everyone, we are testing Einstein Email capture. We used the inbox for outlook tool previously. I am wondering, can i use the automatic capture option and still have the outlook tool just in case we want to manually log some emails? right now it looks like those who are using the automatic capture do not have access to manually logging emails in outlook, even thought i have not changed permission sets. any ideas?
#Einstein Activity Capture #Sales Cloud #Service Cloud #Marketing Cloud #Automation #Integration
Hi there,
Check this link:
If you’re part of an Einstein Activity Capture configuration that is set to automatically capture emails and events, you can’t manually log emails or events from the integration. Your Activity Sharing settings determine whether emails and events are shared with other users or kept private. You can update your default sharing setting in your personal settings in Salesforce.
https://help.salesforce.com/s/articleView?id=sf.email_int_user_view_work_log.htm&type=5
Thanks
