We’ve improved participant matching for Microsoft Teams video calls. You no longer need your email matched to your data source. We’re more effectively using calendar and meeting data to get email participant info, so record matching for these calls works better automatically.
Where: This change applies to Einstein Conversation Insights in Lightning Experience. Einstein Conversation Insights is available in Enterprise, Performance, Unlimited, and Agentforce 1 Sales editions.
How: To access improved participant matching and related record matching, admins need to reconnect their Microsoft Teams accounts.
Improved participant matching is then automatically available to Einstein Conversation Insights users that use Microsoft Teams for calls.