Einstein Activity Capture : The Basics

Mar 27, 2:00 – 3:00 PM (UTC)

Salesforce Admin Group, Moka, Mauritius

Struggling with manual data entry, lost emails, or scattered meetings? Learn how Einstein Activity Capture streamlines your workflow by automatically syncing emails and calendar events between Salesforce and external providers like Outlook and Google. Discover its benefits, key functionalities, and step-by-step setup to improve efficiency and data accuracy in Salesforce.

Sales Cloud

About this event

Tired of manual data entry, missing emails, or scattered meeting records? Einstein Activity Capture (EAC) is here to help! It automatically syncs your emails, calendar events, and contacts between Salesforce and your email provider (like Outlook or Google), so you can focus on selling instead of data entry.

🚀 What’s in it for you?

  • ✅ No more manually logging emails and meetings
  • ✅ Keep all customer interactions in one place
  • ✅ Improve data accuracy and team collaboration

What You’ll Learn in This Session

1. What is EAC & Why Use It?

  • The headache it solves: No more missing emails or duplicate entries
  • How it helps: Seamless syncing = more time for sales

2. Pros & Cons of EAC

  • The good: Saves time, improves visibility, and provides useful insights
  • The catch: Some data is stored outside Salesforce, and advanced features require paid plans

3. Key Features of EAC

  • Sync Settings: Choose what gets synced (emails, events, contacts)
  • Activity Metrics: Track engagement and customer interactions
  • Email Insights: See when customers open and reply to emails

4. Step-by-Step Setup Guide

  • How to connect Outlook/Gmail to Salesforce
  • Configuring sync preferences & security settings
  • Best practices for monitoring & managing your data

💭 Live Demo? Some features are paid, so we’ll focus on practical tips & a walkthrough instead.

✨ Join us to simplify your sales workflow and make Salesforce work for you—not the other way around!

Speaker

  • Bousun Teeluck

    Spoon Consulting Ltd

    Confirmed Consultant

When

When

Thursday, March 27, 2025
2:00 PM – 3:00 PM (UTC)

Group Leader

  • Pouvanam Appavoo

    Community Group Leader

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