Set Up the Gmail Integration and Einstein Activity Capture

Learning Objectives

After completing this unit, you’ll be able to:

List requirements and other setup considerations.
Set up the integration with Gmail.
Set up Einstein Activity Capture.

Review System Requirements

Setting up the Gmail integration and Einstein Activity Capture isn’t difficult, but it does require some time. And if you don’t administer the Google account for your company, you can get that admin to work with you.

Before Ursa Major’s admin, Maria Jimenez, invests time in any setup, she reviews system requirements for the Gmail integration and Einstein Activity Capture.

Support Detail	Gmail Integration	Einstein Activity Capture
Editions	Essentials Group Professional Enterprise Performance Unlimited Developer Available in Lightning Experience and Salesforce Classic.	Essentials Professional Enterprise Performance Unlimited Available in Lightning Experience.
User licenses	Requires the Standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform.	Supports up to 100 users on the Standard Salesforce license with Sales Cloud purchase. To set up more than 100 users for Einstein Activity Capture, a paid upgrade to Sales Cloud Einstein, Inbox, or High Velocity Sales is required.
Google service	See the system requirements.	See the system requirements.
Browser	Google Chrome version 88 or later. We recommend running the most recent stable version. Ensure that the Block third-party cookies option is disabled in the Content settings.	Not applicable.
Data storage	Data is stored in Google and in Salesforce only. If you also have Inbox, some data is stored using a public cloud provider.	Data is stored in Google, in Salesforce, and some data is stored using a public cloud provider.

The High Velocity Sales name is changing to Sales Engagement. The automation features within the product now include customer engagement tracking, chat bots, and sales cadences. The new name captures all the tools to use to automate processes and to engage strategically with leads and customers so that your sales team can focus on selling. Watch for the name change, coming soon.

Want to Get Hands-On with the Gmail Integration and Einstein Activity Capture?

In this module, we assume that you are a Salesforce admin with the proper permissions to set up the Gmail integration and Einstein Activity Capture. If you’re not a Salesforce admin, that’s OK. Read along to learn how your admin would take the steps in a production org. Don't try to follow these steps in your Trailhead Playground. The Gmail integration and Einstein Activity Capture aren’t available in the Trailhead Playground.

Set Up the Gmail Integration

Click and select Setup.
From Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync.
Turn on the Gmail integration.
Ensure that Use Enable Enhanced Email with Gmail is on to log emails as standard message objects and activate Email to Salesforce. This setting lets reps add (or log) emails and their attachments to Salesforce records as Salesforce emails. Reps can add (or log) events and their attachments to Salesforce records as well. When you use Einstein Activity Capture, email and event capture automatically adds emails and events to the activity timeline of related Salesforce records.
Give your sales reps instructions to set up the integration in Gmail.

Customize the Gmail Integration Pane

After Maria finishes the basics for setting up the Gmail integration, she customizes features to give her reps the best selling experience. Here’s how.

From Setup, enter Gmail in the Quick Find box, and then select Gmail Integration and Sync.
Enable Customize Content with App Builder.
In the Email Application Pane section, create a pane and use Lightning App Builder to add components to the pane and assign the panes to users. You get loads of flexibility customizing how Salesforce content appears in Gmail. Learn how to use Lightning App Builder to make your reps even more productive.

Note

Create Lightning Email Templates and add the Templates component to a customized App Builder Email Application Pane. Reps can quickly craft email messages using templates instead of writing messages from scratch. Learn how to use Lightning email templates with Gmail.

Sync Contacts and Events with Einstein Activity Capture

Maria’s email integration puzzle is almost done. The final piece is to make sure reps can find the same, up-to-date information whether they’re working in Salesforce or Google applications. That’s where Einstein Activity Capture comes in. By syncing contacts and events between Salesforce and Google, reps spend less time entering data and switching between the two applications and more time focused on selling. But Einstein Activity Capture offers more than just contact and event syncing.

Tool	Description	Benefit
Capture functionality	Emails and events that reps send and receive are automatically added to the activity timeline of related records.	Sales reps don’t waste time logging emails and events to Salesforce records. Plus, when subsequent activity occurs on added emails or events, that new activity is automatically added to Salesforce. Sharing settings let you decide who can view the related emails and events, so that teams work together better.
Einstein Email Insights	Gives sales reps critical sales context alongside relevant emails.	Makes it easier for reps to send the timely communication to prospects and customers.
Activity dashboard	Shows a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture.	Visualize activity data and break it down into meaningful ways, such as by activity owners, activity types, and dates.
Activity metrics (Not available with Einstein Activity Capture Standard)	When you include Activity Metrics fields on list views, page layouts, reports, triggers, processes, and so forth, the data reflects activities that were added to Salesforce manually and by Einstein Activity Capture.	Gives sales teams the complete picture about activity data, and lets you create processes based on activity data.
Recommended connections (Not available with Einstein Activity Capture Standard)	Lead and contact records show which colleagues have the strongest connection to a prospect.	Makes it easy to connect with prospects to find new business.

Maria already reviewed the Einstein Activity Capture system requirements and it’s a good fit for Ursa Major’s syncing needs. The additional productivity tools provide more value than she anticipated.

Note

What about Lightning Sync? You may have heard about Lightning Sync, which also syncs contacts and events. Starting in Winter ’21, Lightning Sync availability is changing. Moving forward, Einstein Activity Capture is the long-term solution for syncing contacts and events between your Microsoft or Google applications and Salesforce.

We continue to introduce improvements to Einstein Activity Capture based on the needs we hear from customers like you. To see when new features are available, stay tuned to the Salesforce Release Notes.

Set Up Einstein Activity Capture

Getting up and running with Einstein Activity Capture is simple.

Give users access to Einstein Activity Capture through a permission set.
From Setup, enter Einstein Activity Capturein the Quick Find box, and then select Settings. The guided setup flow guides you through the following steps.

Connecting to Google.
Creating a configuration that controls what to capture and sync.
Assigning users to a configuration.

Optionally, define settings that control how emails and events are captured. For example, prevent Einstein Activity Capture from adding emails and events associated with a specific person or company. And select how new Einstein Activity Capture users share their emails and events.
If you use Einstein Activity Standard, turn on email insights. If you use Einstein Activity Capture through an add-on license, email insights is turned on by default.

Want your reps to do even more? In the next unit, you learn how adding Inbox features to the Gmail integration provides your reps with even more tools in their email.

需要帮助？