When you use Einstein Activity Capture to sync events from Microsoft or Google
calendar applications to Salesforce, the Meeting Digest shows more details that help sales reps
prepare for meetings. For example, on synced events, reps see job level and role information for
attendees. Users with Automatic Contact Enhancement can see the available data for department
group, seniority level, and buyer attributes for invited contacts. And insights about the event
provide notifications and recommended actions about the meeting.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud in: all editions |
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Follow the basic steps to set up Einstein Activity Capture.
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To get the most out of Salesforce Meetings, make sure that:
- Meeting users have access to Einstein Activity Capture.
- Meetings users are assigned to an Einstein Activity Capture configuration.
- The Einstein Activity Capture configuration has events enabled, and event data is either
moving in both directions or from the connected account to Salesforce.
Einstein Activity Capture includes more functionality that Salesforce Meetings users have
access to. For example, email and events are captured from Microsoft or Google accounts and
added to the activity timeline of related Salesforce records. Take some time to learn about how Einstein Activity
Capture works.
