Set Up Einstein Activity Capture for BILLIONS Email & Calendar Sync

Click the gear icon to access the setup (note: only system administrators and complete this setup)

Click "Setup"

Click the "Quick Find" field and type in "Einstein Activity Capture"

Click "Settings"

Click "Get Started"

Confirm you are authorized to turn on this setting.

Click "Try Einstein"

Click "Next"

Click "User Level". This allows each user to sign into their email and complete the setup when they are ready.

Click "Next"

Click the "*Name" field and give the configuration a name. This is helpful if you have multiple configurations (i.e. you use Gmail and Outlook at your company).

Click "Next"

Review the settings on the next screen, you can generally leave these as they are defaulted. Click Next.

We recommend syncing private events so anyone looking at your calendar in BILLIONS will see all availability.

We also recommend removing declines from the calendar so you don't have a cluttered calendar.

Click "Next"

In this screen only users who have been assigned the Standard Einstein Activity Capture permission set will appear. Click "Next".

Click the "Internal Domains" field. Add your internal domain (i.e. joinbillions.com) to avoid syncing internal communications. You can also add other domains you want to exclude, or specific email addresses.

Click "Next"

This step specifies who your synced activities are visible to. You can make them generally visible to all users or private so only you can view them. Click "Next". Note: This does not give any other users access to the associated Person, so they cannot see those details, only the substance of the event or email.