Discover how Einstein Activity Capture handles your contact data after it’s captured.
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.
The Einstein Activity Capture configuration settings control which data is captured from your connected account. Salesforce admins manage these settings and can learn about customization options in Set Up Einstein Activity Capture for Your Team. To learn how to use your captured data in Salesforce, read Automate Your Workflow with Einstein Activity Capture.
- Guidelines for Using Contacts with Einstein Activity Capture
Make sure you understand how Einstein Activity Capture works with contacts. - How Contacts Sync with Einstein Activity Capture
If you use Einstein Activity Capture, learn about how we sync your Microsoft or Google contacts with Salesforce contacts and accounts. Also, learn what we do when we can’t find a match. - Guidelines for Filtering Contacts
With contact sync filters, you can select which contacts sync from Salesforce to your users’ Microsoft or Google applications.Learn about how sync filters work differently, depending on how they’re set. - Field Mappings for Contact Sync
When you use Einstein Activity Capture to sync contacts, fields from your Salesforce contacts are mapped to fields in the connected Microsoft or Google account. Learn which fields sync and how they’re mapped. Plus, see which Microsoft® Exchange field mappings Salesforce admins can customize. - Contact Suggestions and Potential Connections
Salesforce analyzes email and event data to identify individuals who aren’t yet in Salesforce as contacts or opportunity contact roles.