Einstein Activity Capture

Design

As a Salesforce User
I want to my emails and calandar from Office 365 to sync with related records in Salesforce
So that: I can have a holistic view of communications
 
Note:  This will be enabled in the system, users can optionally connect their outlook sync if they wish

Given I want to sync activities with Salesforce
When I connect my Outlook or Gmail account
Then my emails and meetings are auto synced with Salesforce

Build

Navigate to Setup / Einstein / Einstein Sales / Einstein Activity Capture / Settings

Turn on Einstein Activity Capture

Service Account: Microsoft Office 365
Connect via: User-Level OAuth 2.0
Name: Outlook 365
Description: Sync emails and calendar events from Office 365 to Salesforce
Sync Settings: Use defsult settings
Advanced Settings: Use default settings

Users and Profiles:

• Profile - System Administrator
• Profile - Standard User

Internal Domains: add company domain

Test

Steps:
1. Blah blah

Design

As a  Salesforce User
I want to display a summary of most recent activity on the record page of Leads, Contacts, Accounts and Opportunities
So that I can have a holistic view of communications at a glance

Given I want to view a summary of most recent activity on the record page of Leads, Contacts, Accounts and Opportunities
When I navigate to the record page
Then I can see the most recent activity metrics

Build

Navigate to Setup> Einstein> Einstein Sales> Einstein Activity Capture Settings

• Turn on Activity Metrics
• Setup Activity Metrics Fields Formulas as shown on Salesforce help (opens in a new tab)

Add a 'Activity Metrics' section on the page layout at the bottom under System Information on Leads, Contacts, Accounts and Opportunities with the following fields:

On the left:

• Inactive days (use this formula NOW() - ActivityMetric.LastActivityDateTime)
• Today's Activities
• Next Activity Date
• Last Activity Date
• Last 7 Days Activities
• Last 30 Days Activities

On the right:

• Last Call Date
• Last Event Date
• Last Task Date
• Last Email Date
• Last Email Received Date
• Last Email Sent Date

Test

Steps:

1. Open a Lead, Contact, Account or Opportunity record page
2. Verify the Activity Metrics section is displayed
3. Create a new task, event, email or call and verify the fields are automatically updated
4. Please note that the fields can take upto 10 minutes to update

Expected Results:

1. The Activity Metrics section is displayed
2. The fields are populated with the correct data