#1MinuteTip #SalesforceSummer22 Emails that Einstein Activity Capture users send and receive are captured and automatically added to the activity timeline of related account, contact, lead, opportunity, contract, and quote records.
Now you can override these automatic associations in the activity timeline. You can remove some or all the associations between an email and related records or add new associations.
For example, Einstein Activity Capture adds an email to the activity timeline of an opportunity record. But you determine that the opportunity doesn’t have much to do with that email, so you remove the association to it. You can search for and add an association to a more relevant opportunity.
References & Useful URLs
- Summer 22 Release Note Article – Manage Associations Between Automatically Captured Emails and Related Records
2 thoughts on “#SalesforceSummer22 – Manage Email Associations for Einstein Activity Capture”
When we see the opportunity record once we associate it, it shows primary contact as one of the fields on the card. This is a lookup field and should display name of the contact, but it is showing Id instead of name. I want to fix this but unable to find how to. Can you please help?
Hi Surabhi, will you be able to provide the screenshot so that I have a better understanding of your scenario?