If you have at least one Einstein activity capture user, 24 months of captured activity data is stored and displayed on the activity timeline.
How do I enable Einstein activity capture in Salesforce
From Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings.
Click the Settings tab. Turn on or turn off Einstein Activity Capture.
How many users can you have in Pardot
Choose a default or custom role when you create a user. You can create or update up to 50 users at once by importing a CSV file.
What type of Einstein split is used to segment a journey based on the likelihood a customer makes a purchase
There are five Einstein Split options: Persona Split – Engage customers based on their Einstein Engagement Scoring Personas.
Conversion Split – Engage customers based on their likelihood to make a purchase, download content, or complete a form on your website.
How is Einstein opportunity scoring set up
In Lightning Experience, from Setup, enter Assisted Setup in the Quick Find box, and then select Assisted Setup.
Then, click Set Up next to Einstein Opportunity Scoring. In Salesforce Classic, from Setup, enter Einstein Opportunity Scoring in the Quick Find box, and then select Einstein Opportunity Scoring.
How do I enable Einstein opportunity insights?
- Make sure users have access to the Name and Type fields on the Opportunity object
- From Setup, in the Quick Find box, enter Assisted Setup , and then select Assisted Setup under Einstein Sales
- Click Set Up next to Einstein Opportunity Insights
How do I learn Einstein analytics in Salesforce
Users can access Einstein Analytics via the Analytics tab or via the Analytics Studio app (from the App Launcher).
But first, users need the license! Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set.
What is the difference between lightning sync and Einstein activity capture
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events.
EAC works in the background as well, so no user intervention is required.
How often does Pardot check for changes in Salesforce
Once the Pardot prospect and the Salesforce lead/contact are connected, Pardot will check for changes in Salesforce every 2 minutes.
What is Einstein engagement frequency
Einstein Engagement Frequency (EEF) helps marketers determine the right number of emails to send to individual subscribers of an organization, reducing the unsubscribes that result from email fatigue.
Marketers can use EEF to identify opportunities to further engage subscribers with emails.
What are engage emails in Pardot
To complete setup, you need a Salesforce admin and a Pardot admin. Engage campaigns let you quickly send targeted emails to groups of leads and contacts, and then track engagement metrics from Salesforce.
Engage for Gmail is a Chrome extension that lets Salesforce Engage users send trackable emails directly from Gmail.
Is Einstein opportunity scoring free
Einstein Opportunity Score now available (as of 22nd April 2020) as a field on the opportunity record, in list views, reports and on the forecast page*.
What’s more, all this is now free! Here’s my take on Einstein Opportunity Scoring – how it works, how to set it up, and some handy hints.
What are page actions in Pardot
Page actions are completion actions that are triggered when a prospect views a page.
By default, Pardot applies a lead score to prospects who view your pages, but if you value certain pages more than others, you can apply page actions to notify a user or adjust a score more significantly.
How can sales teams benefit from Einstein
Salesforce Einstein Analytics gives your sales team the power to turn data into insight, and insight into profit.
Market Smarter. Dive deeper: Get to the heart of your marketing data, with detailed analysis of funnels, campaigns, lead conversion rates, and even the marketing channels themselves.
How do you make a drip campaign in Pardot
To create a drip program you’ll have to navigate to marketing, automation, drip programs and then select “add drip program“.
This will take you to the drip program wizard. Here you’ll name the drip program, and select the folder.
You’ll then choose a send list, and if needed a suppression list.
How many Salesforce connectors can a Pardot instance have verified at one time
You can have only one Salesforce connector in Pardot. If your Salesforce org has clickjack protection enabled, add a clickjack protection–compatible Visualforce page to view Pardot data in Salesforce.
How much does Einstein activity capture cost
Einstein Activity Capture pricing Einstein Activity Capture is a part of Sales Cloud Einstein, and costs $50 per user per month.
Does Einstein activity capture create records
It isn’t used to create Salesforce records. It isn’t available in standard reporting. However, to see your activity data aggregated, you can use the Activities dashboard and Activity Metrics fields.
The data retention period determines the how much email data is stored and for how long.
Where does Einstein activity capture store data
Einstein Activity Capture data is stored in the Salesforce AWS server and, therefore, doesn’t affect Salesforce data allocations.
How do I connect Gmail to Salesforce Einstein activity capture?
- Connecting to Google
- Creating a configuration that controls what to capture and sync
- Assigning users to a configuration
Does sales Cloud include Einstein activity capture
According to this article, Einstein Activity Capture supports the following editions of Salesforce: Available with Sales Cloud Einstein, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions.
What is inbox without Einstein activity capture
Inbox Without Einstein Activity Capture gives access to Inbox features, and manually logging emails and events without Einstein Activity Capture.
Inbox Included gives access to Inbox features, and manually logging emails and events without Einstein Activity Capture.
What is the difference between Outlook integration and Einstein activity capture
Outlook Integration requires the standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform.
Einstein Activity Capture supports up to 100 users on the standard Salesforce license with Sales Cloud purchase.
What is engagement studio in Pardot
Pardot Engagement Studio is an intuitive marketing automation tool that is a more complete version of an email drip program.
Engagement Studio allows you to send follow up emails, create a logic-based nurturing campaign, and test out scenarios to see how a prospect could navigate through the path.
What is Salesforce engage vs Pardot
Pardot is where your marketers will create content for your sales team to access from Salesforce Engage.
It’s what allows your sales team to see when their leads or contacts are interacting with various marketing assets.
Pardot is also the engine behind tracking the data and monitoring your message’s impact.
Is tableau replacing Einstein analytics
Tableau crm (formerly Einstein Analytics) is a revolutionary customer and business analytics platform that’s optimized for mobile use and brings flexible customer analytics to your CRM.
What is the difference between Einstein analytics and Tableau CRM
Tableau CRM is the new name for Einstein analytics, which was launched in 2017 as Wave analytics.
Tableau is a powerful and fastest-growing data visualization tool that helps in simplifying raw data that professionals can understand at any level in an organization.
How do I add users to Einstein activity capture
To do this search “Permission” in the Setup Quickfind and click on Permission Sets.
Locate “Standard Einstein Activity Capture” and click on it. Next, you will click on Manage Assignments at the top of the screen, click Add Assignments, choose all of your Active Users, and click “Assign.”
Does Sales Cloud Einstein include inbox
Sales Cloud Einstein also includes the Sales Analytics app and Inbox.
Is Tableau CRM same as Einstein analytics
Salesforce CRM Analytics started out life as Einstein Analytics, which was renamed Tableau CRM in late 2020.
The renaming follows in quick succession with other products, including Salesforce Customer Data Platform.
Sources
https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/pardot_sf_connector_setup_implementation_guide.pdf
https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.pardot_segmentation_create_dynamic_list.htm&language=en_us
https://diabsolut.com/salesforces-pardot-marketing-cloud-account-engagement/
https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.pardot_salesforce_connector.htm&language=en_us
