services details
Einstein Activity Capture Implementation + Best Practices
I will implement Einstein Activity Capture with correct configuration and best practices
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Reliable email and activity syncing for Salesforce using Microsoft or Google.
Einstein Activity Capture connects your Microsoft Exchange or Google Workspace environment
to Salesforce, ensuring emails and meetings sync automatically. A correct setup requires secure
authentication, permission alignment, data policies, and user enablement.
We provide a full, architecture-driven implementation with clear guidelines to avoid common
pitfalls.
What’s Included
- Review source system (Microsoft or Google)
- Setup of Einstein Activity Capture
- User group enablement and access configuration
- Shared mailbox or service account considerations
- Activity collection policy and privacy settings
- Troubleshooting, validation, and testing
- Best practice documentation
Deep expertise with Exchange and Google Workspace integrations
Industry-led best practices for activity governance
Consistent, stable configuration and user enablement
Packages
Basic
- Setup for up to 5 users
Standard
- Setup for up to 20 users
- documentation
Premium
- Full org setup
- troubleshooting
- training session
30
+
Our talented consultant
Frequently asked question
Yes, we guide you through all authentication steps.
We also provide cleanup and reconfiguration services.
