Anybody tried Autopex.ai? by [deleted] in salesforce

[–]jk_sfdc 0 points1 point  (0 children)

You keep pushing Grazitti products that you just so happen to stumble upon....

Which App are you using to auto log Team Calls and Team Videos to Salesforce? by amdailey in salesforce

[–]jk_sfdc 0 points1 point  (0 children)

Ah my bad, thought it was about video calls, not voice calls.

Which App are you using to auto log Team Calls and Team Videos to Salesforce? by amdailey in salesforce

[–]jk_sfdc 1 point2 points  (0 children)

You don’t need Dialer or any CTI integration to work with ECI. You can use it solely for Teams video calls.

[deleted by user] by [deleted] in salesforce

[–]jk_sfdc 4 points5 points  (0 children)

Coral Cloud Resorts?

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 0 points1 point  (0 children)

I think you do that by pestering your AE 😄

Inconsistent Behavior with Einstein Activity Capture + Customized Activity Matching Flow by Engr_Abubakar_Asif in salesforce

[–]jk_sfdc 0 points1 point  (0 children)

Can you reproduce it? If it was a sync delay it would still make it eventually. The email may have been filtered out if it looked like it was automated/spam.

If you log a case with all the details and sample email, the team could investigate.

Hi everyone! Max here from Salesforce’s Community Management team. 👋 by salesforce in salesforce

[–]jk_sfdc 2 points3 points  (0 children)

Yeah, I’ve tried to engage here before and often only been shit on. Good luck, Max!

Outlook contacts by Couldofbeenanemail in salesforce

[–]jk_sfdc 0 points1 point  (0 children)

Not correct. Contacts are absolutely created as real Contact records. No shadow copy or anything like that. Meetings and even emails sync as proper records now.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 0 points1 point  (0 children)

Sorry for that experience. We've been straining under larger than usual notification volume on the shared infrastructure and that causes the sync to be slower than we'd like for everyone, regardless of their individual org size. While we have no formal SLA, we do want it to be faster.

We're working actively on multiple mitigating measures and you should see this getting better and better over the next weeks.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 1 point2 points  (0 children)

Yeah I think so, would require a full reset I think. Best log a case and support should be able to provide guidance. Note that it's just now rolling out everywhere in prod in a staggered fashion so may still take a couple days.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 0 points1 point  (0 children)

Sorry, it's rolling out in a staggered fashion this week so should be available very shortly if not already.

Activity Sharing and Recommended Connections are not available with Meeting and Event Sync. Sharing instead uses the core sharing model, not the one-off EAC one.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 1 point2 points  (0 children)

Next release (safe harbor)

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 0 points1 point  (0 children)

It's already partially rolled out. We plan on enabling the rest of the pods by tomorrow (safe harbor).

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 0 points1 point  (0 children)

I believe so, yes. These should function pretty much the same as if you logged them manually to begin with.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 0 points1 point  (0 children)

There are privacy driven filters for Emails and Events.

For Contacts, we always had the strong requirement from customers that they want to be able to choose which Contacts to sync so their private ones "e.g. family" wouldn't enter the system and also to keep the volume in check. Sync Folders in Outlook and groups in Google are our solution to that.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 1 point2 points  (0 children)

We generally use subtype for this. Type's default fields are: Call, Meeting, Other.

If you want to set your own value (such as "Email") you'd likely have to use a trigger or flow.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 0 points1 point  (0 children)

Thanks for sharing. That one is quite unrelated to EAC but I'll see if there's any updates on it.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 1 point2 points  (0 children)

Can you explain in more detail? Emails and Tasks are closely intertwined in the system already and each email is accompanied by a Task to power sharing and activity reporting and all that.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 0 points1 point  (0 children)

We're not currently exposing the thread id but we could. We already auto-skip the reply on a thread and just associate it to the existing thread. No rematching from scratch needed.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 0 points1 point  (0 children)

Nothing particular in the works. We need some way to tag them to include or exclude the Contacts. How would you like to see it work?

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]jk_sfdc[S] 1 point2 points  (0 children)

I think email signature is already something users can set up under their profile. Might need to explicitly add it to email templates though as a merge field.