Diving into Einstein Activity Capture

Einstein Activity Capture is an automated way of importing messages and calendar events into Salesforce tied to the right contacts in the system. We will go through the basics of this feature and its uses, how to configure it, and what considerations to make as an architect when you are planning to implement it.

Einstein Activity Capture basics

If you have ever interacted with a sales team in a customer relationship management (CRM)-heavy environment, you will no doubt have heard them complain about the amount of data entry they have to do to keep the CRM up to date. Despite most big organizations having substantial sales operations teams whose job it is (among other things) to keep everything up to date in the CRM, actual salespeople still have to spend time doing basic updates such as logging emails sent to contacts or ensuring that the opportunity status reflects reality.

Enter Einstein Activity Capture, a tool designed to automate...