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What Is the Issues with Einstein Activity Capture?

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SalesDirector.ai, Inc
What Is the Issues with Einstein Activity Capture?

Einstein Activity Capture is a great step into bringing salesrep activity data (email and calendar events) into Salesforce. By default Einstein Activity Capture pulls in emails and calendar events and associates them with EXISTING Salesforce Contacts and Accounts.

Note, Einstein Activity Capture does NOT Capture NEW Contacts. Only associates Emails and Calendar Events to Existing Contact/Account Objects.

Per Salesforce:

Data that’s captured by Einstein Activity Capture is stored outside of Salesforce and, therefore, doesn’t affect your Salesforce data allocations.

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So while thats good it doesnt impact your Storage Allocations, these are the downsides and impact of this:

This email/event data is not available by your standard reporting, API or User Interface. It also means downstream Business Intelligence systems cannot leverage it.
Users cannot delete emails themselves and must be done by a Salesforce Admin.
If you move away from Einstein Activity Capture all your data will not be stored or preserved in your CRM (your system of record)

 

Visit Us:- https://www.salesdirector.ai/blog/2019/11/27/the-biggest-issue-with-einstein-activity-capture/

 

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