Salesforce Platform

#SalesforceSummer22 – Einstein Activity Capture & Sensitive Information

#1MinuteTip #SalesforceSummer22 Einstein Activity Capture attempts to identify emails with sensitive information and automated responses before they’re added to the timeline, and it sets sharing to Don’t Share.

New text makes the reasoning for not sharing the email clearer, and it informs users that they can share the email if they choose.

Einstein Activity Capture & Sensitive Information

References & Useful URLs

#SalesforceSummer22 – Edit Multiple Fields on the Report Run Page

#1MinuteTip #SalesforceSummer22 Now you can update statuses and clean up data without rerunning your reports. Save time while staying up to date by editing multiple records inline on the report run page. Make inline changes in multiple rows or columns, and then save all the changes with a single click. This feature is now generally available.

Edit Fields in Report

References & Useful URLs

#SalesforceSummer22 – Manage Email Associations for Einstein Activity Capture

#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.

Email Associations for Einstein Activity Capture

References & Useful URLs

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