#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