What’s Einstein Activity Capture?
Einstein Activity Capture (EAC) in Salesforce helps you synchronize your emails, calendar events, and contacts with Salesforce records. Think of it as a bridge between your email communications and Salesforce.
Why Use It?
Imagine you’re managing an account for SIAA Enterprises and often chat with Anna Parker from the same company. With EAC, every email or event related to Anna will show up in Salesforce under her contact record. This means everyone in your team can see all interactions with Anna, even if they weren’t part of the original email chain. So, if a team member moves on, their replacement can easily pick up where they left off.
Here is how Einstein Activity Capture shows the emails/events on the Contact record.
Which Email Services Providers Are Supported?
You can configure Einstein Activity Capture with:
- Microsoft Exchange Online with Office 365
- Microsoft Exchange 2019, 2016, or 2013
For the purpose of this blog post, we will configure Einstein Activity Capture with Google using Service Account.
How Does It Work?
Simply put, EAC connects emails and events from your Google Account to Salesforce records based on email addresses. If you email Anna at email@example.com and there’s a matching contact in Salesforce, EAC will display that email under Anna’s activity timelines.
Is It Free?
Einstein Activity Capture Standard is available with Sales Cloud License in Professional, Enterprise, Performance, and Unlimited Editions. It is also available in other licenses. Please refer to the Salesforce help article link given under “References & Useful URLs” section below.
Will it Sync Past Emails/Events?
Yes, you can set the number of days up to a maximum of past 180 days.
Where Will the Sync Data Be Stored?
All data from Google or Microsoft is stored in Salesforce’s AWS infrastructure. Here is a diagram on Einstein Activity Capture data flow.
For How Long the Data Will be Retained?
Data retention varies from 3 months to 5 years, based on your license.
Options to Configure Einstein Activity Capture
There are two ways in which you can configure Einstein Activity Capture with Google:
- User Level Authentication – Every user will need to connect their email and calendar account to Salesforce
- Service Account – Create a Google Service Account with Domain Wide Authority.
Here is the step-by-step guide on how to setup, configure & use Einstein Activity Capture in Salesforce with Google Service Account. It won’t take more than 30 minutes for you to get this up and running.
NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.