salesforce disable salesforce for outlook plugin

It gives you a clear view of your sales activities, such as last activity date, last call date, inactive days, and more. After turning on Activity Metrics, you can use activity data with Salesforce platform capabilities, such as triggers and list views.īecause email data in Einstein Activity Capture is processed by the Einstein AI layer, its Activity Metrics and analytics are helpful. The Activities Dashboard showcases your data with various charts and filters. You’ll see activity metrics and provide email insightsĪs a licensed Einstein Activity Capture user, you have access to the Activities Dashboard and Activity Metrics. You no longer have to transfer data manually.Ģ. Data is automatically captured and added to the corresponding records in Salesforce.Īll your inbound and outbound emails will also be auto-captured and displayed in the activity timeline of related account, contact, lead, opportunity, contract, and quote records. You don’t need to manually enter your email data in SalesforceĮinstein Activity Capture acts much like Lightning Sync, i.e., it helps connect Salesforce to your Gmail or Office 365 accounts. Let’s get into the details of the three major benefits of EAC.ġ. Practical recommendations on how to make your Salesforce data accurate and complete.Įinstein Activity Capture connects Salesforce to Gmail or Office 365, which means that events and emails will automatically be captured and added to the correct records in Salesforce.When Einstein Activity Capture isn’t a one-size-fits-all solution.Considerations when implementing Einstein Activity Capture.

Einstein Activity Capture enables you to capture the right data from Gmail and Outlook and add it to Salesforce, which is great for syncing data between these platforms.

Salesforce disable salesforce for outlook plugin