Setup Einstein Activity Capture Email Tracking

Add an activity to a contact, company, or deal. With Outlook Customer Manager, any email messages you send to a contact are automatically logged. However, if you have other types of activities, such as meetings, phone calls, notes, or files, you can add those manually. Open a contact, a company, or a deal in Outlook Customer Manager.

SELL SMARTER * Easily follow up on leads, identify key contacts, and more. See an easy, customizable view of all your sales details in Lightning, the latest version of Salesforce. * Track emails, calls, and meetings automatically with Einstein Activity Capture. Collect and sync key info right from your inbox.

Consider the following when working with field history tracking. Use Data Loader or the queryAll() API to retrieve field history that is from 18 to 24 months old. Changes to fields with more than 255 characters are tracked as edited, and their old and new values are not recorded.

How to enable and setup Einstein? I checked Salesforce Einstein Features trailhead, I watched a few videos and searched articles/topics about Einstein. I found what Einstein can do but not how to enable it and configure. Assuming that Lightning is enabled.

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The time has come! For all those that were curious as to the shelf life of Salesforce Classic, it appears we are nearing the end. Classic has been dying and Salesforce is working their clients away from the death bed by moving them to Lightning Experience starting with the Winter ’20 release.

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How do I capture GPS data with my Fitbit device? Capture GPS data, including pace, distance, and a map of your route, for your workouts with onboard GPS or connected GPS, depending on your device. Only activities where you cover physical distance, like a run, walk, hike, or bike ride, offer GPS tracking.

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Sales teams can follow up on leads and identify key contacts to sell faster. It also lets them see a customizable view of sales details. It automates sales activities and eliminates the need for using spreadsheets by automatically tracking emails, calls, and meetings using the app’s Einstein Activity Capture feature.

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With email tracking, you get a desktop notification the second a prospect opens your email and clicks a link inside. Take the time to personalize your outreach after a lead engages with your emails, and continue to automate outreach to prospects who don’t. You’ll spend less time chasing cold prospects and more time closing warm leads.

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30.11.2017  · Does anyone know why an email alert triggered from a workflow would not be creating the associated activity history? Emails sent through the interface, through Apex, and through the API are all logged in activity history (when the appropriate information is set).

Email tracking notifies you when any email you sent has been opened or clicked. Email tracking software places an invisible image pixel in your emails that can detect the exact time and date an email has been opened by a recipient. We talk more about how to do this below, but first, let’s discuss why email tracking is beneficial.

The Auditing is not enabled by default because any monitoring you use consumes some part of system resources, so tracking down too much events may cause a considerable system slowdown. Even more, since not all user activity is of interest for logging, Auditing policies enable us capturing only event types that we consider being important.

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Report on opportunity scoring model factors, and use Einstein Forecasting with quarterly forecasts. Use custom fields, triggers, and workflow rules with account teams and opportunity contact roles. Control what Einstein Activity Capture captures and syncs. Enjoy improvements to email integrations for.

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