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* Salesforce Einstein *

Welcome! This group is dedicated to your success with Salesforce Einstein. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx

Hello,  

 

Wondering if anyone is using the structured outputs in Prompt Templates features (eg

https://developer.salesforce.com/blogs/2026/04/building-ai-automations-with-prompt-builder-structured-outputs

) It was released with Spring 26 and available from Jan but it's just not working for me. I've created the Prompt, Lightning Types and debuging it in a flow looks perfect but when it comes to using the structured output (in my case assigning to variables in a flow) the variables appear blank. Just wondering if anyone is using this features as it looks super powerful.  

 

I have an open case with SF for this one, but that's come back with failed results with their testing as well.  

 

Thanks! 

Andy

6 answers
  1. Today, 8:50 PM
    Thanks @Eugen Răceanu! I managed to get content document scenario working 🙂 having issues with any values other than Strings and Numbers though but your comment on defining the field format in the Lightning type was helpful! I’ll try that, appreciate the response. So deploying will be an issue it sounds like, I’ll keep an eye on that
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Can anyone help me with above question. Is there a way I can distinguish the Events that were created by Einstein Activity Capture from the Events that were Created Manually.

 

For Eg: Any Field of any Entity that will store the value to distinguish the Events.

11 answers
  1. May 6, 1:38 PM

     Hi, I’m working on a scenario where a client previously had Einstein Activity Capture enabled, which synced calendar events into Salesforce. Even after disabling the sync, some recurring events are still being created. 

    I need to clean up these EAC-generated events, but want to make sure I don’t delete any manually created or standard Salesforce events. 

    What’s the best way to identify and differentiate EAC-generated Events from normal Events in Salesforce? Are there specific fields or indicators that can be used? 

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Hello, we are considering implementing EAC standard in our org, but have concerns about the data retention policy and other limitations.     1) If we enable Sync Email as Salesforce Activity, will these record still be deleted from our org after 6 months meaning no email or calendar event activity more than 6 months old will appear in Activity timelines and reports?   2) Also I read somewhere that EAC activities don't update the "Last Activity" field on contacts etc. Is that true?   3) Finally, if a meeting is created in the user's Outlook calendar and sync to SF via EAC and then the suer updates the meeting subject in Outlook will that subject update sync over to SF?    Thank you!   

@* Salesforce Einstein * 

1 answer
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EAC is consuming our storage faster than we can manage it. We are a Germany-based Enterprise org with ~100 EAC users and full email body sync enabled. EmailMessage records alone are sitting at 6.3 GB and growing by roughly 20k-40k records per month with no sign of slowing down. Internal emails are already blocked. We are not in a position to remove users from EAC as it is core to our activity tracking.

What are other admins actually doing to keep EAC storage growth under control? Specifically interested in whether anyone has had success with capture scope filters, user segmentation by role, reducing sync frequency, or disabling full email body sync in favour of metadata only. Also open to hearing whether anyone has implemented a formal retention and deletion policy for EAC records that their legal team signed off on. Looking for practical approaches that do not compromise the sales team's visibility into email activity.    

 

@* Salesforce Einstein *

 

  

 

#Sales Cloud Einstein

4 answers
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So, after I passed the Agentforce Exam, I am interested to practice building AI agents for different uses. I like to share this practice with other professionals. If you are: 

- Subject Matter professional

- AI/ Tech Builder

- Marketing expert

- Sales expert

Let's team up and build a golden future. DM me if you are an entrepreneurial-minded professional. No obligation or fees needed, just your ambition to learn.

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Wildfires are becoming faster, more destructive, and more expensive every year. Yet many response agencies still rely on fragmented systems, delayed information, and manual coordination during critical decision-making moments. 

 

I recently developed a paper exploring how Salesforce Einstein AI could help transform wildfire mitigation and emergency response through real-time decision intelligence. 

 

The concept focuses on combining live weather data, sensor inputs, aircraft and drone activity, resource availability, historical fire behavior, and automated workflows into one intelligent operating picture. Instead of reacting late, agencies could identify risks earlier, prioritize resources faster, and improve coordination across multiple teams. 

 

Examples include: 

 

• Predicting high-risk ignition zones before outbreaks 

• Recommending aircraft or ground crew deployment based on changing conditions 

• Automating alerts and escalation workflows across agencies 

• Identifying resource shortages before they impact response 

• Providing leaders with AI-driven recommendations during live incidents 

 

Would anyone be interested in reading it and giving me feedback?  

 

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If a user rejects an Einstein Next Best Action (NBA) recommendation, the recommendation is marked as rejected. However, as soon as the user (or another user) loads the same page again the same recommendations show up again as well.

 

How can I adjust the process not to display rejected/declined recommendations?

Einstein Next Best Action: Don't Show Rejected Recommendations Again

3 answers
  1. Andrew Russo (BACA Systems) Forum Ambassador
    Dec 19, 2023, 11:31 AM

    you would need to launch a flow on rejection then have the rejection flow check a box to make the logic cause it to now fire again.

     

    https://help.salesforce.com/s/articleView?id=sf.nba_launch_flow_accepts_rejects.htm&type=5

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Hi everyone!    We are facing a significant privacy concern regarding Einstein Activity Capture (EAC) and Google Calendar integration.    The Problem:  When a Sales Rep receives a calendar invitation from an external party (e.g., a private contact or an external organization), EAC captures that event immediately. The major issue is that the sender doesn't even need to be a Contact or Lead in Salesforce for the sync to occur—the event still appears in the Rep's Salesforce calendar and potentially on timelines if a match is found later.    Since these invitations are created by an external person, the "Private" flag in Google is off by default. This means sensitive information—such as meeting titles, attendee lists, and descriptions—is pulled into the Salesforce ecosystem before the Rep has a chance to react or manually tick the "Private" box in their Google Calendar.    My questions to the community:    How do you handle "unsolicited" external invites that might contain sensitive or non-business data?    Is there any way to prevent EAC from syncing any external invite until it has been reviewed or explicitly marked as private by the user?    Have you found a way to "blank out" or mask all incoming external events by default to ensure no sensitive titles are visible to other users?    I'm looking for any best practices on how to manage the "auto-sync" nature of EAC when it comes to sensitive external invitations.   

 

@* Salesforce Einstein * @* Outlook/Teams, Gmail, and Inbox * 

3 answers
  1. Apr 7, 11:35 AM

    @Ludvig Hansson

    , There doesn’t appear to be a native EAC control to pause or mask external invites until a rep reviews them. The practical mitigations are excluded domains/addresses, limiting sync scope such as internal-only events, or rethinking whether EAC event sync should be enabled at all for users who receive sensitive non-business invitations.  

     

    Also check this for reference please: https://help.salesforce.com/s/articleView?id=sales.activity_capture_data_privacy.htm&type=5

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Could some provide the steps to enable Einstein Knowledge Similarity?

 

Thank you

9 answers
  1. Apr 3, 2:49 PM

    @Sasi Mohan This seems helpful, but can you share a screenshot of what such layout may look like? I can find nothing online, and also no help documentation. Where is such reference documentation?  What supported Knowledge page are you referring to exactly? 

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In Spring '26, the Einstein Article Recommendations component is nearly unusable. We no longer get article recommendations, just Suggestions. Trying to click on the link to a suggested article is impossible. The screen jumps, and the article does not open. The helpful thumbs up or thumbs down icon on the articles is missing and can no longer be used. What has happened to this component in Spring 26? It was better before and needs a lot of fixes! Is anyone else experiencing these issues? We are in the data cloud beta for article recommendations. Is that part of the problem?

@* Release Readiness Trailblazers * 

7 answers
  1. Feb 24, 4:09 PM

    I can repro with the Knowledge side-bar in Service Cloud. It jumps back up the screen instead of showing the article preview, you can not click on it. I will contact Salesforce Support. 

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