In this article, we will discuss how users can connect their email accounts to their CRM if they do not receive a banner at the top of the screen asking them to connect as show below:
Go to your avatar at the top right of the screen
Click the link that says "Settings"
Navigate down the options until you see "Connected Accounts"
Follow the prompts to connect your email account:
User Setup
Now, each user can connect an email account and define their own personal sync settings. Here is a video tutorial you may share with your users.
After a user is added to the contacts sync configuration, Einstein Activity Capture creates a folder called Salesforce_Sync (Microsoft Exchange) or a group called Salesforce Sync (Google) within the user’s email account. Users choose which contacts to sync by moving those contacts into the Salesforce_Sync folder or Salesforce Sync group.
Users can also define capture settings for activity sharing.
Users can connect multiple Google G Suite accounts, or multiple Outlook accounts, but cannot connect both Google and Outlook accounts simultaneously.
Install the Salesforce Extension in Outlook/Gmail
OUTLOOK
The Outlook administrator can install the Salesforce plug-in onto each user's email application. Or, if users have permission to install plug-ins, they can install it themselves by accessing Add-Ins in their Outlook application, or by visiting Microsoft AppSource.
GMAIL
Each user will need to install the Salesforce extension in their browser by visiting the Chrome Web Store.
Once installed, log in to the Salesforce pane using your Rethink login credentials.
The setup is complete!