Purpose: People.ai setup is a configuration wizard page intended for those who need to integrate People.ai with Salesforce and email and calendar systems. The page provides step-by-step guidance to help users complete People.ai-related connection and installation tasks.
Main capabilities:
- Connect email and calendar systems to People.ai.
- Connect the People.ai instance with Salesforce.
- Install the required Salesforce managed package.
- According to the page description, People.ai can securely connect with Salesforce and capture and associate business activities, contacts, opportunities, and accounts.
- The Salesforce managed package provides custom fields, triggers, components, reports, permission sets, and Apex classes.
- The page mentions that three integration options are provided and requires setting up the necessary profiles and permissions.
How to use:
- Follow the configuration wizard step by step to complete email and calendar system connection, Salesforce integration, and managed package installation in sequence.
- For email integration, the page describes: connect email accounts, create organizational units, install the marketplace app, authorize the connection, and analyze activity data.
Use cases:
- Enterprises or teams that need to uniformly capture and associate business activities, contacts, opportunities, and accounts in Salesforce.
- Users who need to connect email and calendar data to People.ai for activity data analysis.
Limitations:
- Specific pricing, charging model, platform support scope, implementation results, and other information are not yet provided.
- The page does not explain the detailed operation steps of each wizard step or the specific names of the required permissions.
Other information: The copyright information is displayed as Copyright © 2016-2023 People.ai Inc. All rights reserved. The page contains a privacy policy link.
