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Questions tagged [einstein-activity-capture]

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How to show Einstein Activity Capture Outlook Events into Custom Reports and Dashboards in Enterprise Salesforce Org

I want to get Outlook events captured by Salesforce's Einstein Activity Capture into custom reports and dashboards within our enterprise Salesforce organization. Through my research, it seems that ...
Tanishque Jain's user avatar
0 votes
1 answer
264 views

Is it possible to sync recurring events from Google calendar to Salesforce?

I am trying to sync my Google calendar to Salesforce, but the recurring events from Google are not coming through to Salesforce. I've tried with both Lightning Sync and Einstein Activity Capture. ...
twb's user avatar
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1 vote
1 answer
405 views

Is It Possible to Apply Filters to Einstein Activity Capture to Prevent Specific Events From Being Synced to External Calendar?

Our org currently has Einstein Activity Capture set up to send Salesforce events to Google Calendar. Not all of our Salesforce events need to be synced to Google Calendar. Is it possible to setup ...
AlexKEPM's user avatar
1 vote
1 answer
126 views

Determine latest-scheduled Event between SF Events and Einstein Activity Capture (EAC) Events

I'd like to know the max date of any event we've held with a given customer. While some events are sf-generated (and therefore records), many are managed directly within gmail and then synced via ...
Nathan Williams's user avatar
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0 answers
57 views

Sync Salesforce contact on iphone rubrica

I'm trying to Sync Salesforce contacts (or a custom obj that is our real contact) and some fields of this obj on the standard iPhone rubrica. My main goal is: open my iphone standard rubrica and see ...
sdfcwolf's user avatar
  • 149
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1 answer
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Unable to setup Einstein Activity Capture in my sandbox org

I am trying to enable Einstein Activity Capture in Sandbox org to test it before making it available to all users in Production, however, some of its features are not enabled while setting it up as ...
it-nish's user avatar
  • 21
0 votes
1 answer
2k views

Automatic BCC stopped working for a user

Salesforce has the feature that a user can choose to automatically fill the BCC field for all outgoing emails. It is set via Settings > Email > My Email Settings > Would you like to ...
Sander de Jong's user avatar
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1 answer
858 views

How to view the Einstein Activity Capture settings regarding its connection with Microsoft Exchange?

On October 1, 2022, Microsoft is retiring Basic Authentication for Exchange Online. One of the ways of dealing with this is moving to Einstein Activity Capture and connect with a service account using ...
Sander de Jong's user avatar
1 vote
2 answers
1k views

How to add a field to Event field mapping in Einstein Activity Capture?

See this screenshot (route in Salesforce: Setup > Einstein > Einstein Activity Capture > Settings > Edit configuration > Field mappings): I would like to add a mapping for the standard ...
Sander de Jong's user avatar
4 votes
1 answer
571 views

Salesforce Email Add-In for Einstein Activity Capture no showing Quick Actions

I just recently noticed a difference in the Salesforce Add-In for Gmail and Outlook. I activated EAC on one of our developer Orgs in order to get some hands-on time with the new feature. I discovered ...
Kevin Schröder's user avatar
1 vote
1 answer
432 views

Show all Einstein Activities for users that left the company?

We have Einstein Activity Capture on, and it works. Our settings are 'Shared to All'. (Note: even with this setting, Einstein still hides certain emails, based on it's own AI) We have users that have ...
Saariko's user avatar
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2 votes
1 answer
1k views

Using Einstein Activity Capture, unable to show Mails and Events in custom components

We have Einstein Activity Capture activated in our Org. We want the synced events and mail to be part of our custom component. Since these records are not stored in Salesforce we are not able to show ...
user107059's user avatar
2 votes
3 answers
4k views

Is it possible to remove internal domain from the Excluded Address list after enabling Einstein Activity Capture?

Salesforce adds the default internal domain to the excluded list so that emails and events between users in our company aren’t added to Salesforce records or synced is something I found in help ...
Sanchita's user avatar
0 votes
1 answer
2k views

Nothing shows in Personal Settings --> Connected Accounts in sandbox org

After successfully setting up Einstein Activity Capture (for Google) on my production org, I then assigned the Standard Einstein Activity Capture permission set to a user. In the production org I was ...
T. Webster's user avatar
2 votes
1 answer
2k views

How To Enable Einstein Activity Capture In Sandbox Org

After successfully setting up Einstein Activity Capture (for Google) on my production org, I then created a sandbox for it. In the sandbox org, when I go to Einstein Activity Capture in Settings, the ...
T. Webster's user avatar
0 votes
2 answers
826 views

How to SOQL Email Conversation from EAC [closed]

Can I make a select to obtain information from these emails (activities) from Einstein Activity Capture or just using "view full email"?
Diego Edargo Pessoa's user avatar
2 votes
1 answer
2k views

Salesforce Inbox + Einstein Activity Capture - create new contact prompt disappeared

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 ...
hgolov's user avatar
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1 answer
1k views

Relate an Email Thread to a Salesforce object

We are using Einstein Activity Capture in order to log in emails that we have with Specific Contacts.  Our contacts are most of the time involved in Many opportunities so a specific contact can be ...
Ben2pop's user avatar
  • 425