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I have EAC activated. If I create a Google calendar event the meeting appears as an Activity record on the Contact record but it doesn't appear on any Opportunity the Contact is on as Contact Role and/or the Primary Contact. What syncs a Google calendar event to an Opportunity?

6 个回答
  1. 2023年10月3日 13:42

    @Kana Reed

     

    Check the status of the following setting in your Einstein activity capture :

    " Only Show Events that are Salesforce records "

     

    If this settings is enabled (or) toggled on events will be automatically to the activity timeline of related account, contact, and leads records. [ Not opportunity ]

     

    If this setting is disabled (or) toggled off the events get added automatically to the activity timeline of related account, contact, and leads records and additional records like opportunities, contracts, and quotes.

     

    If you are not able to see this setting in your Einstein activity capture, Then it's toggled on by default which is why the events are not getting related to opportunities

     

    Refer to this Salesforce article :

    https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_eac_event_consistency.htm&release=234&type=5

     

    #Einstein Activities Capture

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