Sales reps cannot edit or delete emails captured by EAC.
Einstein platform accoun upgrade#
Unless you want to upgrade to the very expensive Einstein Analytics Platform - the captured data is not available to you for reporting. It is stored offsite in an AWS server farm.īecause the data is not stored in Salesforce you are not able to access the data through the Salesforce API nor through Standard Reporting. That's right, the captured data is NOT physically stored in Salesforce. The Problems with Einstein Activity Capture (EAC)
But underneath the slick marketing and promises of Einstein Activity Capture are some shortcomings to be aware of - especially if you are trying to scale your revenue operations team. EAC has several benefits over Lightning Sync - mostly that it is a server-to-serve based solution rather than relying on a client-side plugin like its predecessor. As a result, Salesforce is suggesting that all Salesforce users that want to log emails and events in Salesforce switch to Einstein Activity Capture (EAC). The most recent victim is Salesforce Lightning Sync which is scheduled to be sunset in the Fall of 2021. Salesforce has attempted to resolve this "data entry problem" over the years with a variety of syncs, plugins, extensions and other clumsy addons. Perpetuate this "laziness" across a sales organization of 50 or 500 reps and you quickly have a very scant and unreliable system of record. They tend to only log the emails or meetings for the most important person that they are corresponding or meeting with and leave out the other attendees at the meeting or the rest of the folks who were cc'ed on the email. Sales reps are notoriously lazy (er, too busy) to input every detail and interaction of every person, prospect and customer they communicate with on a daily basis. And, inside most B2B sales organizations the data in the CRM is a mess. Unfortunately, an algorithm is only as reliable and accurate as the data it consumes. But there is the rub! With the right data! The right data. After his discussion with his executives Benioff turns to his computer and "I ask Einstein, 'I heard what everybody said but what do you actually think?'"Īt SalesDirector.ai, we agree with Benioff's vision that with the right data that a computer is in a better position to accurately identify patterns, trends, predictive analytics and forecasts than a human is. Today the Salesforce ecosystem sprawls beyond CRM and snakes into Marketing, Finance, Support, Social, Messaging, Dashboarding, Reporting, Document Management, Project Management, collaboration and now artificial intelligence.Ī few years ago Marc Benioff made the declaration that he relied on an Artificial Intelligence machine known as "Einstein" every Monday morning at his executive round table. But what started out as the little guy declaring "No Software" against the "Big Iron" establishment has turned into David becoming Goliath. Salesforce has rightfully earned the position of being the biggest SaaS of them all. For more information, click here.Most B2B SaaS companies are using Salesforce as their CRM and system of record. I understand that these countries may not have the same data protection laws as the country from which I provide my personal information. In particular, I consent to the transfer of my personal information to other countries, including the United States, for the purpose of hosting and processing the information as set forth in the Privacy Statement. I agree to the Privacy Statement and to the handling of my personal information. By submitting this form, you confirm that you agree to the storing and processing of your personal data by Salesforce as described in the Privacy Statement. By submitting this form, you acknowledge and agree that your personal data may be transferred to, stored, and processed on servers located outside of the People's Republic of China and that your personal data will be processed by Salesforce in accordance with the Privacy Statement.
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