Einstein Activity Capture Implementation Tips

 Most of them aware that what is Einstein Activity Capture most the client when they implement this they will implement along with 'Lightning for Outlook' or 'Lightning for Gmail'. In this blog I will go through the this that you need for implementing Einstein Activity Capture for outlook.

1. Version: 

    Make sure that you have the right version of Google, Microsoft. Below link will give more details about the version.

    https://help.salesforce.com/s/articleView?id=sf.aac_system_requirements.htm&type=5

2. Shared Email Account:

    If you what to connect shared email account then for each shared account you should have a Salesforce user. Below be aware of the below notes as well.

Note: that as long as the shared email address is not an email alias and not part of hybrid exchange it will allow you to integrate it as the EAC does not support email aliasing and hybrid exchange for the syncing at the moment

3. Authentication Level:

    You can connect the outlook or google by user authentication or by organisation authentication.

4. Einstein Setting Level:

    Einstein settings are organisation not user level. For example if you have enabled the email sync then it's for all the user in that organisation.

Hope this helpful. Please leave a comment.