Einstein Activity Capture: Sync ALL Your Customer Communications

Einstein analytics has been a major focus of Salesforce’s development over the past couple of years, and one of the most basic but valuable elements of that development has been Einstein Activity Capture.

What is Einstein Activity Capture?

When enabled, it connects to your Gmail or Office 365 and allows your users to easily sync their email, calendar and Salesforce – without having to manually enter activities.

When reps send and receive emails and calendar events, Einstein Activity Capture adds the messages to appropriate records in Salesforce. All of the captured messages will become visible in Activity Timeline within Salesforce, providing context for your entire team so they can help close the deal.

Additional features include:

• Sync Contacts from inbox, along with Emails and Events

• Sharing settings: customize to decide what users see Emails/Events

• Activity driven dashboards and reporting for management

• Capable of capturing historical data (6 mo/Gmail & 2 yr/Office365)

Also, activities captured by EAC are stored outside of Salesforce and won’t impact your Salesforce data limits (with no additional charge for this storage).