Before Einstein Activity Capture can access users’ email and calendar data, connect Salesforce to your email account. The choices of how to connect and authenticate users depend on which email and calendar application you use.
Required Editions
| Available in: Lightning Experience |
| Available with Einstein Activity Capture Standard in Sales in Starter, Pro Suite, Professional, and Enterprise Editions |
| Available with Unlimited Edition, Einstein 1 Sales Edition, and Agentforce 1 Edition |
| Available with Einstein for Sales, which is included in Einstein 1 Sales Edition and available for an extra cost in Enterprise and Unlimited Editions |
| Available with Sales Engagement, which is included with Sales in Performance and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions |
| Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions |
Note We’re reorganizing the Einstein Activity Capture documentation. We’re
moving some information around, but we aren’t deleting anything.
- Connected Accounts for Einstein Activity Capture
Before you set up Einstein Activity Capture, confirm that your Google or Microsoft® accounts are compatible. - Connection Methods for Google
Before Einstein Activity Capture can access users’ email and calendar data, connect Salesforce to Google. - Connection Methods for Microsoft Office 365
Before Einstein Activity Capture can access users’ email and calendar data, connect Salesforce to Microsoft Office 365. - Connection Methods for Microsoft Exchange (on-prem)
Before Einstein Activity Capture can access users’ email and calendar data, connect Salesforce to Microsoft Exchange (on-prem).