Quick summary
Salesforce Einstein Activity Capture lets you sync Google data — like emails and calendar events — directly into your CRM with just a few setup steps. This guide walks you through enabling the integration from Advanced Setup so your team's activity is automatically logged in Salesforce.
Steps
- Click the gear icon at the top-right of the Salesforce dashboard to open the settings menu.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for Einstein Activity Capture and select Settings.
- Click Start Set Up to begin the configuration wizard.
- Select Next to proceed through the initial setup screen.
- Choose Google as your email and calendar provider, then click Next.
- Enable the items you want to sync from Google, then click Connect Account.
- Choose a Google account to use for the integration.
- Click Continue to authorize the connection.
- Your Salesforce access to Google has been successfully configured.
