![]() Instead, on Opportunities, it syncs emails with everyone on the Opportunity Team. At this time, EAC isn’t able to smart link affiliate contacts to specific opportunities. For companies with specific syncing needs, this can be somewhat frustrating. Potential Disadvantages of Sales Cloud EinsteinĮinstein Activity Capture also has some potential disadvantages: EAC Offers Very Few Customization Options for Capturing DataĮAC doesn’t provide much opportunity for customization. You can find the recommended connections on contact and lead records here. However, be aware this feature is a premium option. EAC standard can work well if you do not need to keep activity data longer than 6 months.ĮAC offers activity metrics to analyze activities in a view in Salesforce, not standard reports. Like many automation and sync tools, Sales Cloud with Einstein Activity Capture promises to save you and your team plenty of admin time and speed up your workflows. Support is not referenced for Experience Cloud Users or service cloud users. Available with Sales Cloud Einstein, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions.Smart Linking to the most recently created or modified Related Object such as a case or opportunity.Īccording to this article, Einstein Activity Capture supports the following editions of Salesforce:.We will come back to the activity timeline later in this guide.Įmails and events are categorized by the tool into the following Salesforce records: The data is not stored directly into Salesforce, instead, the data is housed in AWS with a view to the information from Salesforce, but there are some caveats to this:ġ) The tool can log emails from six months back for Gmail and two years back for Microsoft.Ģ) Einstein Activity Capture captures and syncs incoming and outgoing emails and events into the Activity Timeline, which provides a log of every interaction with any given customer. Why Amazon Web Services and not Salesforce Directly? This is a common question among many Salesforce users evaluating the tool. Once you've connected an email account, EAC will begin logging emails and events associated with the account into Amazon Web Services (AWS). The practicalities of using Einstein Activity Capture in your existing systemĪn Introduction to Einstein Activity CaptureĮinstein Activity Capture is intended to be the replacement for other tools such as Salesforce Lightning Sync.Įinstein Activity Capture works by integrating with either a Microsoft Office 365 account or a Gmail account.Considerations of implementing Einstein Activity Capture.How Einstein Activity Capture works and what it offers.In this guide, we’ll be covering the advantages and disadvantages of Sales Cloud Einstein so organizations can make an informed decision around collecting valuable sales activity data. Salesforce has offered several tools for data capture in the past, the most recent tool being Einstein Activity Capture.Įinstein Activity Capture (EAC) is a tool that captures data from emails and calendars. While the tool can serve basic data collection needs, it is important that organizations understand what Einstein Activity can and cannot do. In comes sales activity syncing for Salesforce. EINSTEIN PLATFORM ACCOUN MANUALThe problem that organizations face today is that good activity data often require manual data entry by customer-facing reps who need to be spending their time on customer acquisition and experience.Īccording to the Salesforce State of Sales Report published in 2019 extraneous CRM data entry is one of the major reasons why reps feel they don't have enough time to actually sell. The ability to report on that activity data to inform good decisions can be the difference between getting ahead or falling behind. For this reason, sales activity data capture has become increasingly more important. It is also where most revenue operations teams create and rely on dashboards and reports to look at current and historical data to make informed decision around pipeline growth, forecasting, and revenue trends. Salesforce is often referred to as the source of truth for most organizations when it comes to customer and prospect data. According to research, 91% of organizations with more than 11 employees are already using a CRM system, and a third of these organizations use Salesforce. EINSTEIN PLATFORM ACCOUN SOFTWAREOver the past few years, customer relationship management (CRM) software has become vital in the business world. ![]()
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