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Add steps to enable email sync (#22335)

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Sam Pfluger 2024-09-24 03:49:40 -05:00 committed by GitHub
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handbook/digital-experience/README.md
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@ -450,7 +450,11 @@ Here are the steps we take to grant appropriate Salesforce licenses to a new hir
- Sign DocuSign sent to the email.
- The order will be processed in ~30m.
- Once the basic license has been added, you can create a new user using the new team member's `@fleetdm.com` email and assign a license to it.
- To also assign a user an "Inbox license", go to the ["Setup" page](https://fleetdm.lightning.force.com/lightning/setup/SetupOneHome/home) and select "User > Permission sets". Find the [inbox permission set](https://fleetdm.lightning.force.com/lightning/setup/PermSets/page?address=%2F005%3Fid%3D0PS4x000002uUn2%26isUserEntityOverride%3D1%26SetupNode%3DPermSets%26sfdcIFrameOrigin%3Dhttps%253A%252F%252Ffleetdm.lightning.force.com%26clc%3D1) and assign it to the new team member.
- To enable email sync for a user:
- Navigate to the [user’s record](https://fleetdm.lightning.force.com/lightning/setup/ManageUsers/home) and scroll to the bottom of the permission set section.
- Add the “Inbox with Einstein Activity Capture” permission set and save.
- Navigate to the ["Einstein Activity Capture Settings"](https://fleetdm.lightning.force.com/lightning/setup/ActivitySyncEngineSettingsMain/home) and click the "Configurations" tab.
- Select "Edit", under "User and Profile Assignments" move the new user's name from "Available" to "Selected", scroll all the way down and click save.
### Change the "Integrations admin" Salesforce account password