How Long Does Einstein Activity Capture Take to Set Up?

As of winter 2021, lightning sync will not be available in lightning for new salesforce customers. Einstein activity capture is salesforce’s long term solution for syncing contacts and events between ...

27 Dec 20211min

Autoscribe is an ai backend service that is transparent to the sales rep and automatically updates the CRM based on non-data entry activities such as client emails, meeting events, phone calls, and te...

27 Dec 20211min

Salesdirector.ai crunches a tremendous amount of data on a constant and nightly basis. Aggregating and crunching communication, calendar, and CRM data is only a portion of what we are analyzing. By a...

20 Dec 20211min

This is somewhat of a technical post around salesforce activity objects and their relationships. First, there are 2 primary “native” salesforce activity objects. Task and events. These can be queried ...

20 Dec 20211min

Einstein activity capture is a great solution for salesforce activity tracking. Einstein activity capture for salesforce pulls in calendar events and emails and then identifies all the information the...

20 Dec 20211min

When connecting salesdirector.ai to a salesforce sandbox you need to use the salesforce security token method. Production salesdirector.ai to salesforce connections use OAuth. From within salesforce n...

20 Dec 20211min

Our AI identifies challenges with each rep’s pipeline coverage and gives suggestions on when to generate new pipeline, increase pipeline velocity and more. Pipeline risk meter. AI-enhanced pipeline pr...

3 Nov 20211min

The salesforce chrome extension is an addin for gmail and is available for free with your sales cloud license. Salesforce inbox is an additional charge and commonly referred to as salesforce inbox pre...

3 Nov 20211min