@Douglas Vann Thank you for your response and sharing what you are doing, I like what you have done and was heading to something similar when I wondered if we could somehow leverage Einstein to do some of the "blacklisting" itself, with some review. Still thinking and hoping others will see this and share their thoughts. In either case, I will be sure to share what I end up doing. Thank you.
Forum Ambassador
publicou em * Sales Cloud - Best Practices *For the latest video in my series on Einstein Activity Capture I'll run you through the setup process.
@* Sales Cloud - Getting Started * @* Salesforce Administrators * @Salesforce Business Analysts @* Salesforce Platform * @Bhavin Patel @Trailblazer Community Cove @Architect Group, London, UK @Consultant Trailblazers @* Customer Success * @* EMEA Success Central * @* Lightning Now! *
#Sales Cloud Einstein #EAC #Salesforce Admin #Einstein Email Insights #Einstein Activity Tracking #Einstein Activity Tracking #Salesforce Platform
Forum Ambassador
publicou em * Sales Cloud - Best Practices *With Einstein Activity Capture you can enable Activity Metrics*. This allows you to track activity stats against records and flag when relationships have become 'cold'.
More on this feature here; https://youtu.be/T2cH99Xr4m4
@* Sales Cloud - Getting Started * @* Salesforce Administrators * @Salesforce Business Analysts @* Salesforce Platform * @Bhavin Patel @Trailblazer Community Cove @Architect Group, London, UK @Consultant Trailblazers @* Customer Success * @* EMEA Success Central * @* Lightning Now! *
#Sales Cloud Einstein #EAC #Salesforce Admin #Einstein Email Insights #Einstein Activity Tracking #Einstein Activity Tracking #Salesforce Platform
*as long as you have at least 1 x paid licence
Forum Ambassador
The standard report types include the Activity Metric Objects @Jean-Paul Antona but custom fields should appear in both Report Types
Forum Ambassador
publicou em * Sales Cloud - Best Practices *Are you wondering, what is the Activity Dashboard in #Salesforce #Sales Cloud when using Einstein Activity Capture?
Wonder no more... https://youtu.be/hm87vjNgHg8
@* Sales Cloud - Getting Started * @* Salesforce Administrators * @Salesforce Business Analysts @* Salesforce Platform * @Bhavin Patel @Trailblazer Community Cove @Architect Group, London, UK @Consultant Trailblazers @* Customer Success * @* EMEA Success Central * @* Lightning Now! *
#Sales Cloud Einstein #EAC #Salesforce Admin #Einstein Email Insights #Einstein Activity Tracking #Einstein Activity Tracking #Salesforce Platform
@Communications & Readiness Connect Take a look at this - the Einstein Activity Capture and Activity Dashboard: https://www.youtube.com/watch?v=hm87vjNgHg8
Forum Ambassador
publicou em * Sales Cloud - Best Practices *For the 1st Video in my series on #Salesforce #Einstein Activity Capture let me walk you through the features;
@* Sales Cloud - Getting Started * @* Salesforce Administrators * @Salesforce Business Analysts @* Salesforce Platform * @Bhavin Patel @Trailblazer Community Cove @Architect Group, London, UK @Consultant Trailblazers @* Customer Success * @* EMEA Success Central * @* Lightning Now! *
#Sales Cloud #Sales Cloud Einstein #EAC #Salesforce Admin #Einstein Email Insights #Einstein Activity Tracking #Einstein Activity Tracking #Salesforce Platform
Hi all,
Has anyone had a play at creating custom rules for Einstein email insights? Curious to learn how others are utilizing this
We have added two so far:
Issue/Concern - emails containing: terrible, unhappy, unsatisfied, upset, angry, lousy, unsatisfiable, poor, awful
Signing Process - emails containing: procurement, sign, signature, e-signature, counter-sign, procuring
This is an Einstein Email Insights question, I hope that someone has the answers.
Einstein Email Insights uses six standard sets of keywords, and ten sets of up to ten more keywords each set.
Where can I access the current keywords already in play?
The Standard and the Custom lists are closed once active. I don't want to rehash the same words I have already used but now the Boss is excited to use Salesforce and I have no way of remembering what I put into the Custom Insights almost a year ago.
I turned them off for a few minutes to see if anything opened but nothing noticeable happened.
I have spent tireless hours trying to figure out how to turn on email tracking for a Campaign of 950 members. I will be sending all campaign members an email and during my tests, it says "Not Tracked".
Things I have tried:
- Enabling Einstein Email Insights
- Disabling Einstein Email Insights
- Trying to report on HTML emails (doesnt work)
Please help!
Thank you for reaching out on the Community!
It sounds like you have tried a lot of the options that we would advise you to try. IT sounds like a more technical issues that you are experiencing and something that would best be assisted by our Essentials Technical Support Team. They can get on the phone with you and help in a more hands on way to get you up and running with your Campaign tracking needs.
Please see below for how to Log a Case directly with the Essentials Team.
