Salesforce Email Related

Question 1

What is the purpose of Email Integration in Salesforce?

Answer 1

To connect users’ email (e.g., Outlook, Gmail) with Salesforce so they can:

Log emails to Leads, Contacts, and Opportunities

View Salesforce data alongside emails

Use Salesforce templates and features without leaving the inbox
Goal: boost productivity and ensure customer interactions are tracked.

This allows users to manage emails and related activities directly within the Salesforce interface.

Question 2

What is the Standard Einstein Activity Capture User?

Answer 2

A predefined user profile that allows access to Einstein Activity Capture features

This profile is essential for users who need to leverage Einstein’s capabilities.

Question 3

What does ‘Inbox with Einstein Activity Capture’ refer to?

Answer 3

A feature that integrates email inboxes with Salesforce to capture activities automatically

This enhances productivity by reducing manual entry.

Question 4

What is the path to access Einstein Activity Capture settings?

Answer 4

Einstein Sales/Einstein Activity Capture/Settings/Configurations/Edit/User and Profile Assignments

This path is used for managing user assignments and configurations.

Question 5

What message will a user see displayed in Salesforce after certain configurations?

Answer 5

The specific message displayed will depend on the configurations made

This feedback helps users understand their access and configuration status.

Question 6

What is the purpose of the Lightning App Builder?

Answer 6

To create and customize home pages and applications within Salesforce

This tool allows for a tailored user experience.

Question 7

Fill in the blank: The Lightning App Builder is used to define _______.

Answer 7

home page

This is essential for personalizing the user interface.