Set up Einstein Activity Capture so that emails and events are automatically associated with related Salesforce records. Sales reps must connect their email and calendar to Salesforce.
Required Editions
| Available in: Lightning Experience |
| Available with Einstein Activity Capture Standard, which is available in Sales Cloud in Starter, Professional, Enterprise, Performance, and Unlimited Editions |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and available for an extra cost in Enterprise Edition |
| Available with Inbox in Sales Cloud, which is included in Starter, Performance and Unlimited Editions and available for an extra cost in Professional and Enterprise Editions. Inbox is also available for an extra cost in Service Cloud and Lightning Platform. |
| Available with Sales Engagement in Sales Cloud, which is included in Performance and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service Cloud and Lightning Platform. |
| Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To enable Einstein Activity Capture: | Customize Application and Modify All Data |
The steps for setting up Einstein Activity Capture are the same regardless of which license you use to access Einstein Activity Capture. You give Sales Cloud Einstein users access to Einstein Activity Capture when you assign the Sales Cloud Einstein permission set to them. After you turn on Einstein Activity Capture, Salesforce asks assigned Sales Cloud Einstein users to connect their email account to Salesforce. It takes up to 24 hours for their emails and events to be initially added to Salesforce.