如何打开活动指标?
我正在努力激活爱因斯坦活动指标,如Salesforce文档中所述: https://help.salesforce.com/s/articleview?id=sf.aac_activitivitive_metrict_metrics_enable.htm& amp;type=5
i激活了“ Einstein活动捕获”,我可以访问“ Activity Activity Activity dashboard”。 在“爱因斯坦活动捕获 - >设置”中,我没有激活活动指标的选择。我认为这与以下注释有关:
如果您至少有一个许可的爱因斯坦活动捕获用户,则公司中的所有Salesforce用户都可以使用该活动指标字段。如果您只有标准的爱因斯坦活动捕获用户,则不能使用活动指标。
我从哪里获得“爱因斯坦活动捕获许可证”?在允许集中,我只有“标准的爱因斯坦活动捕获”。 我在企业版上。
感谢您的帮助。
帕斯卡
I am struggeling activating the Einstein Activity Metrics as described in the Salesforce docs:
https://help.salesforce.com/s/articleView?id=sf.aac_activity_metrics_enable.htm&type=5
I activated "Einstein Activity Capture" and I have access to the "Activities Dashboard".
In "Einstein Activity Capture --> Settings" I do not have the option to activate the Activity Metrics. I think this is related to the following note:
If you have at least one licensed Einstein Activity Capture user, all Salesforce users in your company can use the Activity Metrics fields. If you have only Standard Einstein Activity Capture users, you can’t use Activity Metrics.
Where do I get the "Einstein Activity Capture Licence" from? For the moment in permission sets I only have "Standard Einstein Activity Capture".
I am on an Enterprise Edition.
Thanks for any help.
Pascal
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我刚刚在管理的一个组织中解决了这个问题。这是一个专业版的组织,因此企业组织的答案可能会有所不同。
您在组织中看到的“标准爱因斯坦活动捕获”许可证是免费许可证,可以为所有用户提供活动捕获(即,您可以通过Einstein设置为用户分配权限,并遵循Outlook/gmail设置以开始同步电子邮件和日历事件。)这些许可证无法访问您要寻找的活动指标。您将需要额外的许可证。
向您的AE申请Salesforce Einstein许可证。 1管理员的许可证是您访问字段所需的全部(例如,在使用这些指标的对象上创建公式字段)
另外,您可以购买1个收件箱许可证,该箱子也可以解锁此功能。
就我而言,我获得了收件箱许可证。一旦激活,在爱因斯坦活动捕获设置中,启用了“活动指标”选项,我能够使用这些字段。
I've just solved this problem in one of the orgs I manage. It was a Professional edition org so the answer may vary slight for an Enterprise Org.
The "Standard Einstein Activity Capture" licenses you are seeing in your org are free licenses that enable activity capture for all your users (i.e. you can assign permissions to your users from the Einstein setup and follow through with the outlook/gmail setup to start syncing emails and calendar events.) These licenses don't give access to the Activity Metrics you are looking for. You will need an additional license for that.
Ask your AE for a Salesforce Einstein License. 1 license for the administrator is all you need to access the fields (e.g. create formula fields on objects that use these metrics)
Alternatively you can purchase 1 Inbox license which will also unlock this feature.
In my case I went with an Inbox license. Once activated, in the Einstein Activity Capture Settings, the "Activity Metrics" option was enabled and I was able to use the fields.