Salesforce Essentials Hands-On Workshop: Syncing Emails and Events

Level: Beginner/Intermediate (Must be an Admin)

Edition: Essentials only

Unlock the power of Gmail and Outlook email inbox syncing tools in Salesforce Essentials to save time in your day and boost your productivity. Recommended: The workshop will focus on Gmail and Outlook services. Please be aware that if you are not using Gmail or Outlook, you will not be able to follow along, but you are still welcome to watch. Attend this workshop with a laptop or desktop computer. Dual screens are encouraged.

**If you do not have an Essentials Organization, please be sure to sign up for a trial prior to the session: https://essentials.salesforce.com **

Agenda for this workshop:

1) Sync emails with Einstein Activity Capture

2) Use Activity Metrics to capture Einstein data

3) Unlock the power of the Salesforce Inbox integration