How to Setup Einstein Activity Capture in salesforce? Complete Guide 2024
Are you struggling to streamline your CRM? The Salesforce Outlook integration offers a powerful solution to enhance your workflow and improve customer interactions. In this comprehensive guide, we’ll walk you through everything you need to know about connecting these essential business tools using Einstein Activity Capture.
At Simpliigence, we understand the importance of seamless CRM integration. This guide is part of our commitment to helping businesses optimize their Salesforce experience.
What is Einstein Activity Capture?
Einstein Activity Capture stands at the core of Salesforce Outlook integration, revolutionizing how businesses manage customer communications. This intelligent feature powers the Outlook integration with Salesforce by automatically syncing emails, calendar events, and customer interactions from platforms like Google G Suite and Microsoft Office 365 (Outlook). Say goodbye to manual data entry – the best Salesforce Outlook integration ensures every customer touchpoint is captured directly in Salesforce, giving your team a unified view of all client communications in one place
Let’s start with step by step process to integrate salesforce with outlook,
Step 1: Assigning a License
The first step in setting up Einstein Activity Capture is to assign a license to the user who will be using the tool. Here’s how:
1. Log into Salesforce and go to Setup.
2. Under Users, find the user who will use Einstein Activity Capture.
3. In their profile, navigate to Permission Set License Assignments and click Edit Assignments.
4. Select the Standard Einstein Activity Capture User license and save your changes.
Step 2: Assigning a Permission Set
Once the license is assigned, the next step is to assign the appropriate permission set. This ensures that the user has the necessary access to the features of Einstein Activity Capture.
1. In the user’s profile, go to Permission Sets.
2. Assign the Standard Einstein Activity Capture permission set.
3. Save the changes.
Step 3: Configure Einstein Activity Capture Settings
Now that the license and permission set are in place, it’s time to configure the Einstein Activity Capture settings:
1. In Salesforce, go to Setup > Quick Find > Einstein Activity Capture > Settings.
2. Click on Get Started to begin the setup.
>> Click Try Einstein button
3. Choose the email provider (either Microsoft Office 365 for Outlook or Google G Suite).
4. Choose how users connect their accounts
5. Name your configurations
6. Select the desired sync options:
* Email Sync: Choose between one-way and two-way sync, allowing emails to sync from the user’s inbox to Salesforce and vice versa.
* Event Sync: Likewise, choose if events should sync one-way or two-way.
Step 4: Customize Sync Settings
In this step, you’ll refine sync settings to determine which contacts, emails, and events are captured:
1. Sync Email History: Define the start date for email sync (e.g., sync only emails from the past week).
2. Exclude Domains: Optionally, exclude specific email addresses or domains if certain communications don’t need to be shared.
3. Sync Contacts: Configure contacts to sync between Salesforce and the email provider to maintain updated contact records.
Step 5: Connect Email Account
Once the above steps are completed, the user can connect their email account. Here’s how
1. Go to Einstein Activity Capture Settings and choose Connect Account.
Quick find > Activity capture > Sharing settings
> Choose Connect Account
2. Select the type of Email account (Google or Microsoft).
> Choose Office 365 account
3. Follow the authorization prompts to allow Salesforce access to the account.
4. Highlighted text showing “successfully connected”
This will allow Salesforce to automatically log emails and events related to your Outlook account in Salesforce.
Step 6: Test Your Setup
After completing the configuration, it’s important to test the integration to ensure it works as expected:
1. Send a test email to a contact in Salesforce and check if it appears in their record.
2. Create a test event and confirm that it syncs with Salesforce.
Conclusion :
A successful Salesforce Outlook integration can transform your business operations by creating a seamless flow of information between these critical platforms. By following this guide and implementing best practices, you’ll be well on your way to improved productivity and enhanced customer relationship management.
At Simpliigence, we’re here to support you with resources and guidance on making the most of Salesforce for your business.
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