---
schema_version: "1"
id: 0633357add638fff88594a79382def9a953ca59ad52ff57f4948e68da204d424
title: Guidelines for Using the Activities Analytics Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_activities_dashboard_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_activities_dashboard_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 819a1e8e96c5c4843d84d88b32f362f4caef6cfb6930a04ea2eb5cc496cdf81f
description: Einstein Activity Capture includes access to the Activities dashboard, which is built on CRM Analytics. The Activities dashboard shows a summary of your sales activities, including ones added manually to Salesforce and ones added by Einstein Activity Capture. Review keys details about the dashboard, including how activity fields are used.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Guidelines for Using the Activities Analytics Dashboard

Einstein Activity Capture includes access to the Activities dashboard, which is built on CRM Analytics. The Activities dashboard shows a summary of your sales activities, including ones added manually to Salesforce and ones added by Einstein Activity Capture. Review keys details about the dashboard, including how activity fields are used.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein Activity Capture Standard, which is available in <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and for an extra cost in <strong>Enterprise</strong> Edition</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Inbox, which is available in <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and&nbsp;<strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is available in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Revenue Intelligence, which is available for an extra cost in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important Starting in Summer ’25, Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard aren’t available unless previously set up. Additionally, data from these reporting tools that appear in other features, including Pipeline Inspection and Einstein Conversation Insights isn’t available unless configured before Summer ’25. If you’re already using Activity 360 Reporting, Activity Metrics, Activities Analytics Dashboard, or related data, you can continue to do so until these tools are retired. To explore email data added by Einstein Activity Capture after Summer ’25, make sure you [sync email as salesforce activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity.htm&language=en_US) and use Salesforce Activity reports. See [Considerations for Sync Email as Activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity_considerations.htm&type=5&language=en_US) and [Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement](https://help.salesforce.com/s/articleView?id=004633781&type=1&language=en_US).

## General

- After Einstein Activity Capture is enabled, the Activities dashboard is created.
- To access the Activities dashboard, API access is required. If you use Professional Edition, purchase API access.
- To access the Activities dashboard with Revenue Intelligence, get the Revenue Intelligence Admin permission set.
- To use Activities dashboard, [enable Data Sync and Connections](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_enable_replication.htm&type=5&language=en_US).
- Some Einstein Activity Capture users have read-only access to the Activities dashboard. For more information, see [Give Users Access to the Activities Analytics Dashboard](https://help.salesforce.com/s/articleView?id=sales.aac_gives_users_access_to_activity_reports.htm&release=264.0.0&type=5 "The Activities dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture. Make sure the dashboard is turned on, and then give users access to it.").
- The Activities templated app doesn’t support customizations, including changes to dashboards, dataflows, and recipes or use of the datasets in custom assets.

## Activities

- If you have Einstein Activity Capture Standard, 90 days of data appear on the Activities dashboard. If you have Einstein Activity Capture through Performance or Unlimited editions or an add-on license, 180 days of data appear on the dashboard. For more information, see [Differences Between Einstein Activity Capture Editions](https://help.salesforce.com/s/articleView?id=sales.aac_standard_differences.htm&release=264.0.0&type=5 "Einstein Activity Capture Standard is available for users who don’t have Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license. Einstein Activity Capture has a few differences depending on which version you use.").
- When you use role hierarchy, users see data for activities that they’re involved in and activities that users below them in the role hierarchy own. If you don’t use role hierarchy, users can see data for all activities in the Activities dashboard dataset.
- It takes up to 24 hours to see email data in the dashboard.
- When you sync or capture events, you see event details and Salesforce records associated with attendees’ email addresses on the external calendar event on the Activities dashboard.
- When you sync or capture an event that has only internal attendees, it doesn’t appear on the Activities dashboard.
- When you create an event using the Salesforce calendar, and the event doesn’t have a counterpart in your external calendar, the event doesn’t appear on the Activities dashboard. However, if the event has only internal attendees, it does appear on the Activities dashboard.
- Events, tasks, and email messages that aren’t synced or captured appear on the Activities dashboard, and are associated with Salesforce records using these fields: Account Name, Assigned To, Name, Related To.
- When you enable shared activities, you see event details and event attendees who are Salesforce users, contacts, or leads on the Activities dashboard. For more information, see [Considerations for Enabling Shared Activities](https://help.salesforce.com/s/articleView?id=sales.activities_shared_considerations.htm&type=5&language=en_US).
- Only past events appear on the Activities dashboard.
- You can’t filter the Activities dashboard by queues that own activities.

## Activity Fields

The following fields are used in the Activities dashboard dataset.

Multivalue fields aren’t fully supported in ValuesTable. The Activities dashboard shows only one value in the array, not the full list of values.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:31.83673469387755%">
          <col style="width:47.755102040816325%">
          <col style="width:20.40816326530612%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68481e258">Field Label (Field Name)</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68481e261">Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68481e264">Is a Multivalue Field</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Account Id (Accounts.Account.Id)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">
              <p>Represents the ID of the account that’s related to the activity. For activities
                that are Salesforce records, the account is related to the activity using the Name
                or Related To field.</p>
              <p style="margin-bottom:0;">For captured activities, the account is related to the
                activity by the contact’s email address. These activities can also be related to
                accounts using other Salesforce objects.</p>
            </td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Account Name (Accounts.Account.Name)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Represents the name of the account that’s related to the activity.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Activity Date (Activity_Date)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">
              <p>For tasks, represents the completed date. For emails, represents the email sent
                date. For events, represents the start date. </p>
              <p style="margin-bottom:0;">This field has a timestamp set in
                the Coordinated Universal Time (UTC) time zone.</p>
            </td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">No</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Activity Id (Activity_Id)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Represents the ID of the activity.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">No</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Activity Type (Activity_Type)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Represents the type of activity. Types include email, event, task, and
              subtask.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">No</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">All Related Id (AllRelated.Related.Related_Id)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Indicates the ID of the record that’s related to the activity.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">All Related Name (AllRelated.Related.Related_Name)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Indicates the name of the record that’s related to the activity.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">All Related Type (AllRelated.Related.Related_Type)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Indicates the type of record that’s related to the activity. Available types
              are account, contact, contract, lead, opportunity, and quote.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Customer (OtherPeople.Person.Person_Name)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">
              <p>The name of the contact or lead who is related to the activity. For activities
                that are Salesforce records, the Name field is used.</p>
              <p style="margin-bottom:0;">For captured activities (ones
                that aren’t Salesforce records and appear only on the activity timeline), the
                email address is used.</p>
            </td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Opportunity Id (RelatedOpportunities.Related_Id)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">The ID of the opportunity that’s related to the activity.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Opportunity Name (RelatedOpportunities.Related_Name)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">The name of the opportunity that’s related to the activity.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Person Id (OtherPeople.Person.Person_Id)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">
              <p>The ID of the contact or lead who’s related to the activity. For activities
                that are Salesforce records, the Name ID field is used.</p>
              <p style="margin-bottom:0;">For captured activities
                (ones that aren’t Salesforce records and appear only on the activity timeline),
                the email address is used.</p>
            </td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Person Type (OtherPeople.Person.Person_Type)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Indicates whether the person related to the activity is a contact or
              lead.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Related Id (Related.Related.Related_Id)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">The ID of the account, contract, lead, opportunity, or quote that’s related to
              activity. An account ID is included only if the account is in the activity’s Related
              To field.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Related Name (Related.Related.Related_Name)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">The name of the account, contract, lead, opportunity, or quote that’s related
              to activity. An account is included only if the account is in the activity’s Related
              To field.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Related Type (Related.Related.Related_Type)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Indicates whether the record related to the activity is an account, contract,
              lead, opportunity, or quote. Account is listed only if the account is in the
              activity’s Related To field.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Role Hierarchy (Users.Roles.Role.RoleHierarchy)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">When you use role hierarchy, this field represents the ID of the ancestor role
              of the activity owner or participant.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Source Id (Source_Id)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">
              <p>Represents the activity source. For activities that are Salesforce records, the
                value is either <samp>core:tasks</samp> or
                <samp>core:events</samp>.
              </p>
              <p style="margin-bottom:0;">For captured activities (ones that
                aren’t Salesforce records and appear only on the activity timeline), the value is
                <samp>siqs3:*</samp>
              </p>
            </td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">No</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">Source Hash (Source_Hash)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">
              <p>For activities that are Salesforce records, the field is empty. </p>
              <p style="margin-bottom:0;">For captured
                activities (ones that aren’t Salesforce records and appear only on the activity
                timeline), the field represents the hash of the s3 file containing the
                activity.</p>
            </td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">No</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">User (Users.Person.Person_Name)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Represents the name of the activity owner or participant.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">User Id (Users.Person.Person_Id)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">Represents the ID of the activity owner or participant.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">User Parent Role Name (Users.Roles.Role.ParentRole.UniqueName)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">When you use role hierarchy, this field represents the role above the activity
              owner or participant.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Field Label (Field Name)" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e258 ">User Role Name (Users.Roles.Role_UniqueName)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e261 ">When you use role hierarchy, this field represents the role of the activity
              owner or participant.</td>

            <td data-label="Is a Multivalue Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d68481e264 ">Yes</td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Review the Activities Analytics Dashboard](https://help.salesforce.com/s/articleView?id=sales.aac_review_activity_reports.htm&release=264.0.0&type=5 "Review the Activities Analytics Dashboard to review Einstein Activity Capture license or permission.")
- [Give Users Access to the Activities Analytics Dashboard](https://help.salesforce.com/s/articleView?id=sales.aac_gives_users_access_to_activity_reports.htm&release=264.0.0&type=5 "The Activities dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture. Make sure the dashboard is turned on, and then give users access to it.")
- [How Einstein Activity Capture Works](https://help.salesforce.com/s/articleView?id=sales.aac_how_it_works.htm&release=264.0.0&type=5 "Einstein Activity Capture captures or syncs email and event data, including participants, from the connected Microsoft or Google account and stores it in Salesforce. Understand at a high-level the relationship between your Microsoft or Google account data and how it connects to and powers your Salesforce data and features.")