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Hi, 

I want to use EAC to catch Event activities and have those recorded on the Contact/Account. Whats the best practise here and whats get synced. I know there are 3 options from Salesforce, from O365 and both directions, what whats the preferred and what will happen? Will the Sales Rep only sync the Contact they are an owner for or will they get more?

 

Thanks

Peter

 

Favorite

 

Peter Karlsson (Glimt)

Today, 9:45 AM

Einstein Activity Capture Q: Whats the best practise get Event Activities on Salesforce Contact

 

Hi, 

I want to use EAC to catch Event activities and have those recorded on the Contact/Account. Whats the best practise here and whats get synced. I know there are 3 options from Salesforce, from O365 and both directions, what whats the preferred and what will happen? Will the Sales Rep only sync the Contact they are an owner for or will they get more?

 

Thanks

Peter

 

Favorite

 

Peter Karlsson (Glimt)

Today, 9:45 AM

Einstein Activity Capture Q: Whats the best practise get Event Activities on Salesforce Contact

 

Hi, 

I want to use EAC to catch Event activities and have those recorded on the Contact/Account. Whats the best practise here and whats get synced. I know there are 3 options from Salesforce, from O365 and both directions, what whats the preferred and what will happen? Will the Sales Rep only sync the Contact they are an owner for or will they get more?

 

Thanks

Peter

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