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SUCCESS WITH SALESFORCE ESSENTIALS

GET SET UP, LEARN BEST PRACTICES, AND SUPERCHARGE YOUR SALES AND SUPPORT TEAMS

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CONNECT TO EMAIL AND ACTIVITIES

Get Started with Einstein Activity Capture

With Einstein Activity Capture, activities for existing contacts are automatically added into Essentials. After connecting your email account, Einstein Activity Capture automatically adds emails and events to your existing Salesforce records. You’ll be able to find activity added by teammates under the Activity section within your records, providing more context and easy collaboration within your team. Pair Einstein Activity Capture with Salesforce Inbox and be even more productive when you’re away from your desk.

Email Requirements: Einstein Activity Capture works with your Google™, Microsoft® Exchange 2013, Microsoft® Exchange 2016, or Microsoft® Office 365® email account.

Customize Einstein Activity Capture

With Einstein Activity Capture’s sync settings, you can define the type of data that is added to Salesforce and where you’d like it to appear. By default, EAC captures emails and events from your connected email account(s) and adds them to the Activity section of your Salesforce records. You can also choose to sync your Salesforce Contacts and Events back into your email account.

To customize your sync settings, click on the gear icon in the top right corner and select ‘Setup’. In the Quick Find box on the top left of the Setup page, type ‘Einstein Activity Capture’ and select the ‘Settings’ option.

Connect to Email and Activities

Connect support email addresses

Easily add existing mailboxes to Essentials and turn your customer service emails into Cases. Cases created via email can be assigned to a specific Queue and you can also set the Default Case Priority.

To set up this feature, click on the gear icon in the top right corner and select ‘Service Setup.’ Under ‘Recommended Setup’, select ‘Email Setup’ to begin the setup flow.

Connect to Email and Activities

Setup Instructions for Einstein Activity Capture and Salesforce Inbox

1. System Administrators can enable Einstein Activity Capture and Salesforce Inbox. Click on the gear icon at the top right and select 'Basic Sales Setup'. Use the Further Setup box to click on Connect to Email and Activities, and then follow the step-by-step instructions.

Connect to Email and Activities

2. Once the System Administrator has enabled Einstein Activity Capture, all users should see a light blue banner at the top of their home screen. Click Start Using Inbox. Users should accept the terms and sign in to their email account.

Salesforce Inbox

2a. If this blue banner is not visible, navigate to your Personal Setup App by clicking on your Profile Picture in the upper right hand corner of your organization.

Salesforce Inbox

2b. From here use the Quick Find search box at the top left of your screen, and search for ‘Einstein Activity Capture’. Select ‘Settings’ under the Email folder options.

Einstein Activity

2c. Select the ‘New Account’ button under the Connected Accounts section.

New Account

2d. Follow the step-by-step directions to connect your Google, Office 365, or MS Exchange account.

New Account

2e. Users should then sign in to their email account using their email address and password.

Signin

3. Your emails and calendar events are now synching to Salesforce. Any email and calendar activity within the last six months that is to/from an email address tied to an Account, Contact, Lead, or Opportunity will be added into your Salesforce Essentials organization.

Salesforce Inbox

Salesforce Inbox is a suite of email productivity applications that brings emails, calendar and CRM together in one seamless experience. Whether at your desk or on-the-go, Salesforce Inbox works with Einstein Activity Capture and the Salesforce mobile app to help your sales reps sell.

Learn more on the Success with Salesforce Inbox page here!



To use the Inbox features, you need to install the app that works with your specific platform and email account.

  • Download and install Inbox for your platform.

  • When prompted during installation, log in to your Salesforce Essentials account.

For more information on Einstein Activity Capture, check out the Help & Documentation articles here >

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