Delete Email Einstein Activity Capture
Delete Email Einstein Activity Capture. If you disable einstein activity capture, eac will remove all action captures from record timelines in salesforce. The event and email data are not available by your api, user interface, or standard reporting.
Einstein activity capture works in two ways: Can’t trigger workflows because the data is inaccessible (non editable) you are not able to trigger workflows or leverage process builder for updating fields, etc. A feature available on salesforce, einstein activity capture connects your emails and calendar events from your office 365 and google accounts and adds them to the activity timeline of the related.
When The Eac Is Set Up With The Service Account Method And Users Are In An Eac Configuration With Only Email Capture Enabled (Event And Contact Sync Is Disabled), Then The User Is Not Able To Successfully Connect Their Data Source/Email Account And Capture Emails.
While you cannot delete a single email via einstein activity capture you can control which emails are shared to salesforce. Let's say i have a requirement where users/attendees are internal having their email as a part of internal domain. My users (and myself) are seeing a few instances of emails showing simply as emails are not shared with you in the activity timeline in lex despite the fact that i (the sysadmin) have set both the system default einstein activity capture (eac) sharing setting to share with everyone and all of my current eac users have set their personal sharing setting.
If At Any Point You Decide To Deactivate Einstein Activity Capture, All Activities Captured By Einstein Activity Capture Will No Longer Be Reflected On Your Records In Salesforce!
The event and email data are not available by your api, user interface, or standard reporting. Einstein activity capture is a great step into bringing salesrep activity data (email and calendar events) into salesforce. If you disable einstein activity capture, eac will remove all action captures from record timelines in salesforce.
The Salesforce Admin Is The Only Person Able To Delete Irrelevant Or Old Emails Capture By Einstein Activity Capture In Salesforce.
Einstein helps us manage our emails and calendar applications in sync with salesforce. If you move away from einstein activity capture all your data will not be stored or preserved in your crm (your system of record) If you migrate away from einstein activity capture at some point in the future and deactivate the service, all of the activities captured by einstein activity capture are no longer displayed in salesforce on record timelines!
By Default, Einstein Activity Capture Pulls In Emails And Calendar Events And Associates Them With Existing Salesforce Contacts And Accounts.
With the help of einstein activity capture, the emails and events that we send or receive will automatically be added to the activity timeline of related account, contact, contract, lead, opportunity, and quote records. It is only possible if you are a system administrator. A feature available on salesforce, einstein activity capture connects your emails and calendar events from your office 365 and google accounts and adds them to the activity timeline of the related.
Any Chance To Go Back At Least A Little.
We will come back to the activity timeline later in this guide. Einstein activity capture users can’t delete emails that einstein activity capture adds to salesforce, but an admin can. If your business decides to no longer use einstein activity capture and moves away the data that was stored on the crm will be deleted.
Post a Comment for "Delete Email Einstein Activity Capture"