Partner portal users can now connect their Google or Microsoft Office 365 calendars to Salesforce with Einstein Activity Capture. Before you begin the setup process, review the limitations, supported environments, and all the considerations.
Required Editions
| Available in: Lightning Experience |
| Available with Unlimited Edition, Einstein 1 Sales Edition, and Agentforce 1 Edition and PartnerEAC add-on license |
| Available with Einstein for Sales, which is included in Einstein 1 Sales Edition and available for an extra cost in Enterprise and Unlimited Editions with PartnerEAC add-on license |
- Setup Considerations for Einstein Activity Capture for Partner Portal Users
Before setting up Einstein Activity Capture for partner users, review requirements, limitations, and other information about how it works. - Give Partner Portal Users Access to Einstein Activity Capture
To ensure that partner users can securely connect their external calendars and prevent access issues, assign them the right permission set. - Assign Einstein Activity Capture Permission to Partner Portal Users
To make sure that your partner portal users can connect their external calendars, assign them the required permission set and add them to a configuration. - Configure Einstein Activity Capture for Partner Portal Users
Configure Einstein Activity Capture so partner portal users can connect their external calendars for appointment scheduling.