After you complete the Einstein Activity Capture setup flow, the feature is turned on. However, you can turn it on and off, as needed.
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.
| User Permissions Needed | |
|---|---|
| To enable or disable Einstein Activity Capture: | Customize Application OR Modify All Data |
| To view the Einstein Activity Capture setup pages: |
View Setup and Configurations and Customize Application OR Modify All Data |
Note When Einstein Activity Capture is on, you can’t use the Related Lists activities
view.
Before you turn off Einstein Activity Capture, consider these key things.
- Einstein Activity Capture and related features become unavailable but your settings and configurations are preserved.
- Synced email and calendar accounts are disconnected for Einstein Activity Capture users. If users have both Einstein Activity Capture and Inbox, the email and calendar account stays connected for Inbox.
- Contacts and events stop syncing for all users.
- Emails and events that were captured previously are hidden from the activity timeline and Salesforce calendar, but the data is still stored.
- You can turn Einstein Activity Capture back on and reconnect accounts at any time.
Important If you use Activity Metrics, or are in the process of migrating to
Sync Email as Salesforce Activity, contact Salesforce Customer Support to disable Einstein
Activity Capture.
- From Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings.
- Click the Settings tab.
- If Einstein Activity Capture is configured, it's on. To disable it off, turn off the feature in the General section, and confirm your changes.
- To turn Einstein Activity Capture back on, go to the Settings page and turn on the feature.