The problem that exists is that einstein activity capture in salesforce is not able to capture brand-new leads and contacts. There will be no new contacts added only the already existing will be updated which leaves little room for real-time updates. Salesforce admin is the only one that can delete emails.

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Understanding how account health changes over time is a key insights and visualization that is now available in the salesdirector.ai account module. Rather than only seeing a static report that lists the accounts and their health, you can see how your account health is changing over time across your entire account base.

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Einstein activity capture is a great solution for salesforce activity tracking. Einstein activity capture for salesforce pulls in calendar events and emails and then identifies all the information then matches the information to already existing salesforce accounts and contacts.

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Capture all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any app. Email, meeting, call, SMS, activity tracking. Contact auto creation & opportunity association. Fill in custom CRM opportunity fields.

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As of winter 2021, lightning sync will not be available in lightning for new salesforce customers. Einstein activity capture is salesforce’s long term solution for syncing contacts and events between microsoft and google applications with salesforce.

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Autoscribe is an ai backend service that is transparent to the sales rep and automatically updates the CRM based on non-data entry activities such as client emails, meeting events, phone calls, and texts. Based on these activities, the ai platform can coach, nudge and remind sales.

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Salesdirector.ai crunches a tremendous amount of data on a constant and nightly basis.  Aggregating and crunching communication, calendar, and CRM data is only a portion of what we are analyzing. By automatically capturing data and connecting to 3rd party data sources, financial data, internal customer data sources.

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This is somewhat of a technical post around salesforce activity objects and their relationships. First, there are 2 primary “native” salesforce activity objects. Task and events. These can be queried individually or via a “view” called activityhistory. These activities can be reported against in reports both classic and lightning.

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Einstein activity capture is a great solution for salesforce activity tracking. Einstein activity capture for salesforce pulls in calendar events and emails and then identifies all the information then matches the information to already existing salesforce accounts and contacts.

Visit Us:- https://www.salesdirector.ai/blog/2020/05/06/einstein-activity-capture-and-the-biggest-problems/

When connecting salesdirector.ai to a salesforce sandbox you need to use the salesforce security token method. Production salesdirector.ai to salesforce connections use OAuth. From within salesforce navigate to your personal settings, enter reset in the quick find box, then select reset my security token.

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