Automatically capture and sync relevant customer and sales information between your Google account and Salesforce.
Ficha actualizada:27 de junio de 2024
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Información general
Einstein Activity Capture is a productivity-boosting tool that keeps data between Salesforce and your email and calendar applications up to date. To sync data between applications, Einstein Activity Capture focuses on three types of data: emails, events, and contacts.Einstein Activity Capture also summarizes sales activities added manually to Salesforce and added automatically by Einstein Activity Capture. The Activities dashboard breaks down data with various charts and filters. Activity Metrics lets you use activity data with Salesforce platform capabilities, such as triggers and list views.This app provides controlled access to your Google servers and lets you manage your Einstein Activity Capture users directly in the app. See Connect to Einstein Activity Capture with a Google Workspace Marketplace App in Salesforce Help. 
and your email and calendar applications up to date. To keep data up to date between applications,
Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
Einstein Activity Capture also includes tools to summarize sales activities that were added to
Salesforce manually and by Einstein Activity Capture. The Activities dashboard breaks down data
with various charts and filters. Activity Metrics lets you use activity data with Salesforce platform
capabilities, such as triggers and list views.
Complete information, including setup steps, limitations, and details about how the feature works,
is available in Salesforce Help: https://help.salesforce.com/s/articleView?id=sf.einstein_sales_aac.htm&type=5
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Salesforce - Einstein Activity Capture solicitará los permisos que se indican abajo. Más información
Salesforce - Einstein Activity Capture necesitará acceder a tu cuenta de Google
Con este permiso, Salesforce - Einstein Activity Capture podrá:
Consultar tus mensajes de correo electrónico y la configuración
Enviar correo electrónico en tu nombre
Ver, modificar, compartir y eliminar permanentemente todos los calendarios a los que el usuario puede acceder con Google Calendar
Ver y editar eventos de todos tus calendarios
Ver y descargar cualquier calendario al que tengas acceso a través de Google Calendar
Ver, modificar, descargar y eliminar permanentemente contactos
Consultar y descargar la información de contacto guardada automáticamente en "Otros contactos"
Ver y descargar contactos
Ver y descargar el directorio de G Suite de tu organización
Ver la dirección de correo electrónico principal de tu cuenta de Google.
Consultar tu información personal, incluida la que has compartido públicamente
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