My client has been using Salesforce Inbox for a while, and now asked my to turn on EAC. Now that EAC is on, he is no longer prompted to Log the Email after sending it. Which is fine when a contact exists in SF, because it will auto-sync. However, when there is no matching contact, he would still like to be prompted so that he can easily create the new contact. He doesn't want to take the extra step of loading the side navigation and creating a contact, he wants to be prompted. Can anyone advise me as to how to turn on the prompt?
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1Not sure. Would the Contact sync from EAC potentially auto-create those contacts?– Brian MillerCommented Sep 2, 2020 at 17:40
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I guess you need to save the contact in the folder synced with EAC so it will be automatically synced into Salesforce.– Rahul GawaleCommented Sep 2, 2020 at 17:44
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1 Answer
After a user is set up to sync contacts, Einstein Activity Capture creates a folder called Salesforce_Sync (Microsoft Exchange) or a group called Salesforce Sync (Google) within the user’s email account.
Users choose which contacts sync by moving contacts into the Salesforce_Sync folder or Salesforce Sync group.
Renaming, moving, or deleting the Salesforce_Sync folder or Salesforce Sync group might prevent contacts from syncing.
answered Sep 2, 2020 at 17:50
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Thanks - I saw this in the docs. But does that mean that it will auto-create contacts for emails that don't exist in SF?– hgolovCommented Sep 2, 2020 at 17:52
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Yes, It will create contacts and email activities as well. You just need to move the contact in that folder/group. Commented Sep 2, 2020 at 17:54
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My client doesn't want to be busy with it - he wants to be able to click 'Yes' and forget about it.– hgolovCommented Sep 2, 2020 at 18:17
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