From 111b243f667c79cfce1725fc6638364341fb5a2c Mon Sep 17 00:00:00 2001 From: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com> Date: Tue, 24 Sep 2024 03:49:40 -0500 Subject: [PATCH] Add steps to enable email sync (#22335) --- handbook/digital-experience/README.md | 6 +++++- 1 file changed, 5 insertions(+), 1 deletion(-) diff --git a/handbook/digital-experience/README.md b/handbook/digital-experience/README.md index 1fec6328ca..34f77f2b9f 100644 --- a/handbook/digital-experience/README.md +++ b/handbook/digital-experience/README.md @@ -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