Hi Everyone
I want to update lead status field On lead object whenever email is captured via Einstein Activity capture.
I am not sure if it is possible or not. if not is there any workaround ?
FYI: we have EAC setup for Microsoft 365
Please see below screenshot
https://app.screencast.com/6AaEmmKcnXHnh
@Service Cloud Users@Trailblazer Community Cove@* Salesforce Platform *@* Sales Cloud - Best Practices *@Admin Group, Tunis, TN
6 answers
Maybe it's can help you:
- https://help.salesforce.com/s/articleView?id=sales.aac_guidelines.htm&type=5
- https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_einstein_activity_capture_activity_360_flow.htm&release=248&type=5
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ