Introducing Einstein Activity Capture

You’re excited to tell Chip that Sales Cloud Einstein, like some genie in the cloud, has made his wish come true. With a feature called Einstein Activity Capture, Sales Cloud Einstein finally lets Chip and his team say goodbye to the time-consuming busywork of logging activities.

Sales reps just connect their email and calendar to Salesforce. Then, their activities are automatically added to related Salesforce records. Plus, emails sent from Salesforce go through their regular email account.

Einstein Activity Capture lets Chip and his team connect any Google™, Microsoft® Office 365®, or Microsoft Exchange 2013 or 2016 account. Then, activities from those accounts show up automatically on business and person accounts, contacts, leads, opportunities, quotes, and contracts in Salesforce.

You show Chip exactly how it works for Sally Cho, one of the top reps on his team. Her emails and events with Sarah Loehr, CTO for a key business partner, are automatically added to Sarah’s record in Salesforce.

Chip is over the moon about the feature...at first.

Chip’s first concern: Security. Many emails that Honeydew’s reps exchange with potential customers include sensitive information. He doesn’t want those available to everyone.

Fortunately, Einstein Activity Capture lets your reps control which of their activities are added to Salesforce and who can see them. Reps can update those controls at any time either from Salesforce or their inbox.

Chip’s second concern: Reporting. It’s great that Honeydew’s sales activities can be stored in one place. But Chip and his fellow reps don’t have time to create a whole new set of sales activity reports.

Luckily, Sales Cloud Einstein gives you access to advanced analytics dashboards built on Einstein Analytics. Salesforce admins can evaluate the effectiveness of Einstein features. Sales leaders, managers, and reps can use the Sales Analytics app to glean deeper insights into their sales data. You show Chip a report for some of his reps, including Sally, and he’s mightily impressed.

But wait, there’s more.