Automated Activity Capture is available if you have purchased one of the following products:
- Salesforce Einstein
- Salesforce Inbox
Configuring Automated Activity Capture involves the following steps for an admin:
- The first step is installing packages such as Sales Insights and SalesforceIQ Cloud from Salesforce AppExchange. AppExchange is installed by visiting the appexchange.salesforce.com. The installation will need your production Salesforce organization credentials. For Inbox users, the users in their Salesforce organization can install the Salesforce Inbox Control Panel. The application can be installed from AppExchange (https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000CNj52EAD). The following ...