Questions tagged [einstein-activity-capture]
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23 questions
0 votes
1 answer
14 views
How to check if a Salesforce Event was created by Einstein Activity Capture?
I need a clear way to identify whether an Event record in Salesforce came from Einstein Activity Capture (EAC) or was created manually by a user. EAC behaviour varies (some items are timeline-only, ...
0 votes
1 answer
113 views
Activity Timeline and Einstein Activity Capture Query
In Salesforce, when the same email address or phone number exists across Application__c, Contract__c, and Account (Person Account) records, is it possible to have all related communications displayed ...
- 3,575
0 votes
1 answer
110 views
Salesforce Inbox is converting email body to plain text
My company has uses the Salesforce Inbox integration for syncing events between Outlook and Salesforce. During this sync process if any change is made to the event in Salesforce the Event.Description (...
- 31
0 votes
0 answers
128 views
UnifiedEmail Full Details
We are attempting to build a bespoke solution to render activity captured by Einstein Activity Capture. The purpose will be to filter which emails are displayed based on criteria within the message. ...
- 134
0 votes
1 answer
99 views
Editing a single event in an event series through Apex
I'm currently working on a use-case which requires me to sync both outlook and google calendars to Salesforce (which is why we cannot use EAC, as EAC only allows one calendar per org) To this end, I ...
- 11
0 votes
0 answers
210 views
How to display emails associated with a specific account when a contact is linked to multiple accounts in Salesforce?
I have set up a contact with multiple accounts as required for our business process. Additionally, I am using Einstein Activity Capture to sync emails associated with accounts and contacts. However, I ...
- 1
-1 votes
1 answer
303 views
Create Records in SF Based on Email Sync Using Einstein Activity Capture
We have a requirement where we need to create Account and Email(on related Opportunity) record in Salesforce, based on the Email Sync done by Einstein Activity Capture. Below are the two scenario's:- ...
- 525
0 votes
1 answer
806 views
Is it possible to sync recurring events from Google calendar to Salesforce?
I am trying to sync my Google calendar to Salesforce, but the recurring events from Google are not coming through to Salesforce. I've tried with both Lightning Sync and Einstein Activity Capture. ...
- 1
1 vote
1 answer
874 views
Is It Possible to Apply Filters to Einstein Activity Capture to Prevent Specific Events From Being Synced to External Calendar?
Our org currently has Einstein Activity Capture set up to send Salesforce events to Google Calendar. Not all of our Salesforce events need to be synced to Google Calendar. Is it possible to setup ...
- 11
1 vote
1 answer
273 views
Determine latest-scheduled Event between SF Events and Einstein Activity Capture (EAC) Events
I'd like to know the max date of any event we've held with a given customer. While some events are sf-generated (and therefore records), many are managed directly within gmail and then synced via ...
- 3,455
0 votes
0 answers
84 views
Sync Salesforce contact on iphone rubrica
I'm trying to Sync Salesforce contacts (or a custom obj that is our real contact) and some fields of this obj on the standard iPhone rubrica. My main goal is: open my iphone standard rubrica and see ...
- 159
0 votes
1 answer
2k views
Automatic BCC stopped working for a user
Salesforce has the feature that a user can choose to automatically fill the BCC field for all outgoing emails. It is set via Settings > Email > My Email Settings > Would you like to ...
- 5,112
0 votes
1 answer
1k views
How to view the Einstein Activity Capture settings regarding its connection with Microsoft Exchange?
On October 1, 2022, Microsoft is retiring Basic Authentication for Exchange Online. One of the ways of dealing with this is moving to Einstein Activity Capture and connect with a service account using ...
- 5,112
1 vote
2 answers
2k views
How to add a field to Event field mapping in Einstein Activity Capture?
See this screenshot (route in Salesforce: Setup > Einstein > Einstein Activity Capture > Settings > Edit configuration > Field mappings): I would like to add a mapping for the standard ...
- 5,112
4 votes
1 answer
773 views
Salesforce Email Add-In for Einstein Activity Capture no showing Quick Actions
I just recently noticed a difference in the Salesforce Add-In for Gmail and Outlook. I activated EAC on one of our developer Orgs in order to get some hands-on time with the new feature. I discovered ...
