The Activities analytics dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture.
Required Editions
| Available in: Lightning Experience |
| Available with Sales in: Professional (when API access is purchased), Enterprise, Performance, and Unlimited Editions |
| Available with Sales Cloud Einstein, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions |
| Available with Inbox, which is available for an extra cost in: Professional (when API access is purchased), Enterprise, Performance, and Unlimited Editions |
| Available with Sales Engagement, which is available for an extra cost in: Enterprise, Performance, and Unlimited 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.
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 and use Salesforce
Activity reports. See Considerations for Sync Email as Activity and Einstein Activity Capture Activity 360 Reporting, Activity
Metrics, Activities Dashboard Upcoming Retirement.
- Give Users Access to the Activities Analytics Dashboard
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. - Review the Activities Analytics Dashboard
Review the Activities Analytics Dashboard to review Einstein Activity Capture license or permission. - 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.