Extend Sales Cloud with Einstein Activity Capture

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: May 7th, 2024

It’s important to optimize your work processes so that your sales team can focus on closing deals and driving revenue. With Einstein Activity Capture, you can do just that! This function from Salesforce syncs your data between Sales Cloud, email inboxes, and calendar applications.

To find out more about Einstein Activity Capture and how it can remove manual tasks from your sales processes, join us in the article below. 

We also cover other topics related to Salesforce Einstein, so stick around till the end to get all the details.

Einstein Activity Capture in Salesforce

So, what can this feature from Salesforce Einstein do to help your Sales Cloud processes?

Since the Einstein Activity Capture tool is designed to enhance work productivity, its main purpose is to ensure that your data is current across your emails, calendar events, and Salesforce platform.

You can quickly tell from the term “capture” in the feature’s name that Einstein Activity Capture will add your data from Microsoft or Google to related Salesforce records.

It’s important to note that you can generate insights from this tool but cannot use it to create Salesforce records.

Salesforce Einstein Account: Requirements for Einstein Activity Capture

If you would like to use Einstein Activity Capture, make sure you have the following requirements in place:

Access to Lightning Experience

Access to Sales Cloud with a Professional, Enterprise, Performance, or Unlimited edition.

Einstein Activity Capture Pricing

Before writing the Einstein Activity Capture cost, we have to warn you that you will also need to pay for Salesforce Sales Cloud Einstein if you want the Einstein Activity Capture feature. Einstein for Sales Cloud will cost your company $50 per user per month. This amount is billed annually.

Sales Cloud: Einstein Activity Capture & Data Types

As Einstein Activity Capture works closely with emails, events, and contacts, let’s unpack each of these data types to see how this Salesforce tool handles them.

Emails

Einstein Activity Capture can collect emails sent and received by customers with automation. This data is added to Sales Cloud’s activity timeline as related records, which could be contact, lead, opportunity, contract, or quote details.

Email conversations can also be analyzed with Einstein Activity Capture to create insights. An added bonus for those who use Inbox of Sales Engagement from Salesforce is that it can generate engagement data from email conversations.

With Einstein Activity Capture, your sales representatives can also ensure that the emails they send from Sales Cloud also travels through their integrated email account.

Although Einstein Activity Capture in Salesforce syncs email data well between platforms, keep in mind that your collected emails are not Salesforce records. Your email data will also not be found in Salesforce reports.

Events

Einstein Activity Capture can transfer your event data between your Microsoft or Google account and Salesforce. You also have the option to sync event data to Salesforce, where they will be related to contact and lead records.

Unlike email data, event data can be collected and saved in Salesforce as records. They are available in standard reporting and can be worked on with other Salesforce capabilities.

You can find your event data under the “My Events“ calendar in Salesforce. We also recommend checking your Sales Cloud settings, as Einstein Activity Capture can include your event data in the activity timeline of Salesforce records.

Contacts

Einstein Activity Capture makes working with contact data easy as it can sync information between your Microsoft or Google account with Sales Cloud.

Like event data, when contact data is collected in Salesforce, it can be stored as a record and becomes available in standard reporting.

Einstein Relationship Insights in Salesforce

Salesforce Einstein offers another feature called Einstein Relationship Insights that lets you explore the relationships between organizations and people online.

It’s a useful feature because sales representatives can use it to collect information about relationships from various data sources, web pages, and Salesforce records. Einstein Relationship Insights can provide your sales teams with thorough reports that explain these relationships.

With this newfound knowledge, sales representatives can focus their attention on specific contacts, accounts, or leads to add more value to the team. Overall, Einstein Relationship Insights can help your sales representatives approach the right leads, customers, and businesses to make and close more deals.

My Einstein Health

Next, you can use Salesforce Einstein to check your account health with Einstein Account Management. It supplies dashboards and Einstein Discovery models to businesses so that their employees can see exactly which accounts have the potential for sales.

Einstein Account Management is available in Revenue Intelligence, which is supported by Enterprise and Unlimited editions. It comes at no extra cost and can be used to check out your account health.

Simply click on Account Health under Einstein Account Management to bring up a table that shows you a list of accounts that need your attention.

Salesforce ActivityHistory

Before we end our article, we would like to take a moment to discuss Salesforce ActivityHistory. It’s a topic that often comes up with readers as a side question when discussing Salesforce Einstein Activity Capture, so if this subject also interests you, join us below.

ActivityHistory is a read-only object and is presented in a related list of closed activities in Salesforce, such as past events or closed tasks. The Activity History contains all the Salesforce activities for contacts related to an object.

For example, you can have an ActivityHistory in Salesforce that displays fields for phone calls. In this case, the ActivityHistory is only available to a specific department in your organization that needs phone call data, like a call center.

We hope to see you soon! 

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