---
schema_version: "1"
id: a8f93e289d8ffe73ead9368bc7563a82a54918b912421d0cf97b66aad2aec641
title: Using Emails Without Sync Email as Salesforce Activity in Einstein Activity Capture
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_guidelines.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_guidelines.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dddb246264f5904dfcb6e10c3fc107c8ae4084c32ed6d3f59c00e2ad09d418d8
description: This information is relevant only to versions of Einstein Activity Capture set up before the Summer ’25 release and that haven't updated to Sync Email as Salesforce Activity. If you have a newer version of Einstein Activity Capture or have migrated email to sync as activity, this information doesn't apply to you.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Using Emails Without Sync Email as Salesforce Activity in Einstein Activity Capture

This information is relevant only to versions of Einstein Activity Capture set up before the Summer ’25 release and that haven't updated to Sync Email as Salesforce Activity. If you have a newer version of Einstein Activity Capture or have migrated email to sync as activity, this information doesn't apply to you.

### 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 in Sales in <strong>Starter</strong>, <strong>Pro Suite</strong>, <strong>Professional</strong>, and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <strong>Unlimited </strong>Edition, <strong>Einstein 1 Sales Edition</strong>, and <strong>Agentforce 1 Edition</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein for Sales, which is included in <strong>Einstein 1 Sales Edition</strong> and available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is included with Sales in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and available 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>

![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 If Sync Email as Salesforce Activity is enabled, see [Guidelines for Using Sync Email as Salesforce Activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity.htm&release=264.0.0&type=5 "When Sync Email as Salesforce Activity is enabled, Einstein Activity Capture captures and stores email data as Salesforce records. It gets associated with a relevant user, contact, or lead record and a related account or opportunity. You can use the email data in reports, workflows, and triggers and access the data through APIs. There’s also more privacy options for email capture and customizable flows for matching your email to other records.").

## General

- When emails move from the connected account to Salesforce, they don’t become Salesforce records. Therefore, emails aren’t available in standard reports and don’t appear on the My Unresolved Items page. For more details, see [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.")
- Depending on how your Salesforce admin set up Einstein Activity Capture, you are prompted to connect your email and calendar to Salesforce. Until you do so, you can’t send emails in Lightning Experience.
- After you connect your email and calendar account to Salesforce, it takes up to 24 hours for your emails to be added to related Salesforce records. New emails are added to Salesforce records in near real-time, but sometimes it takes longer.
- By default, emails sent 180 days before a user’s account is connected to Salesforce are added to the activity timeline of related records. To change this time frame, admins can adjust the Filter by Sent Date value in a configuration. When editing the value on an existing configuration, the new value doesn’t apply to users in the configuration with previously connected accounts.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)
    
    Tip If you used to manually log emails to Salesforce, you can avoid seeing duplicate emails on the activity timeline by having your admin change the value to 0 days.
- If you have the same value for an org-wide email address and a connected account, the org-wide email address is used to send the email.
- When sending emails from Salesforce, Einstein Activity Capture users can include up to 50 attachments. The attachments can’t include executable files, such as .pkg and .js files, as attachments.
- Emails from senders who don’t have contact or lead record are captured but the messages aren’t shown in any record’s activity timeline. When you create a contact or lead for that sender, that record’s activity timeline shows new emails to or from that address.
- Email attachments aren’t stored as Salesforce Files or linked to records. To view or download an attachment, open the email from the inbox of your connected account.
- Emails sent to a distribution list or group are captured if a member of that list is an Einstein Activity Capture user and the To or CC fields include an external address with a matching Salesforce record.
- When using Einstein Activity Capture, automatic bcc isn’t supported.
- Custom objects aren’t supported. When emails are sent from a custom object, the email is added to the activity timeline of the associated contact.
- The Assistant doesn’t always work as expected. For example, alerts in the Assistant don’t reflect emails added to Salesforce with Einstein Activity Capture. Also, emails that you send from the Assistant don’t go through your connected email account.
- Emails are captured as virtual activities, not Salesforce records. You can’t edit, move, or delete them the way you can a manually logged Task or Email Message. To work with emails as standard Salesforce records, ask your admin to enable Sync Email as Salesforce Activity.
- Einstein generative AI features, including Agentforce Lead Nurturing, are unavailable when Sync Email as Salesforce Activity is turned off.

## Activity Timeline

- Emails that Einstein Activity Capture users send and receive are automatically added to the activity timeline of the following related records: business accounts, person accounts, contacts, contracts, leads, opportunities, and quotes. Emails aren’t shown in the Related Lists activities view.
- Emails sent from Salesforce are added to the activity timeline of related records. If your Einstein Activity Capture configuration has emails enabled, it can take longer for emails sent from Salesforce to appear on the activity timeline. While Einstein Activity Capture adds emails sent from Salesforce to the activity timeline, users don’t see details in the email on the activity timeline.
- The data used to relate an email to a record varies based on the record. For an email to be associated with a record, the email must occur within a specific date range.<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:20.36659877800407%">
              <col style="width:29.12423625254582%">
              <col style="width:23.62525458248472%">
              <col style="width:26.883910386965375%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d67157e220">Record</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d67157e223">Data</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d67157e226">Date Range</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d67157e229">Notes</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e220 ">Business account</td>

                <td data-label="Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e223 ">
                  <p>Directly related contacts</p>
                  <p style="margin-bottom:0;">A direct relationship is between a contact and
                    its primary account. The primary account is listed in the Account Name field
                    of the contact record. Emails and events from the first 50 directly related
                    contacts are added to the account’s activity timeline.</p>
                </td>

                <td data-label="Date Range" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e226 ">None</td>

                <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e229 ">None</td>

              </tr>
              <tr class="">
                <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e220 ">Person account</td>

                <td data-label="Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e223 ">Email address from standard Email field</td>

                <td data-label="Date Range" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e226 ">None</td>

                <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e229 ">None</td>

              </tr>
              <tr class="">
                <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e220 ">Contact</td>

                <td data-label="Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e223 ">Email address from standard Email field</td>

                <td data-label="Date Range" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e226 ">None</td>

                <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e229 ">If multiple contacts have the same email address, Salesforce adds related
                  events to both records.</td>

              </tr>
              <tr class="">
                <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e220 ">Contract</td>

                <td data-label="Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e223 ">Contract contact role</td>

                <td data-label="Date Range" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e226 ">
                  <ul>
                    <li>Activities begin 30 days before the contract’s created date.</li>

                    <li>Activities end 30 days after the activation date (for active contracts) or
                      30 days after the current date (for inactive contracts).</li>

                  </ul>
                </td>

                <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e229 ">From the Einstein Activity Capture settings, click <strong class="uicontrol">Edit
                    Records</strong> next to the Records That Activities Are Added To setting.
                  Then add contracts.</td>

              </tr>
              <tr class="">
                <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e220 ">Lead</td>

                <td data-label="Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e223 ">Email address from standard Email field</td>

                <td data-label="Date Range" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e226 ">All activities that occur up until the date the lead is converted are added
                  to the lead record. After the lead is converted, all activities are transferred
                  to the contact record.</td>

                <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e229 ">If multiple leads have the same email address, Salesforce adds related
                  events to both records.</td>

              </tr>
              <tr class="">
                <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e220 ">Opportunity</td>

                <td data-label="Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e223 ">Opportunity contact role</td>

                <td data-label="Date Range" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e226 ">
                  <ul>
                    <li>Activities begin 60 days before the opportunity’s created or closed date,
                      whichever is earlier.</li>

                    <li>Activities end 60 days after the current date (for open opportunities) or
                      60 days after being closed (for closed opportunities).</li>

                  </ul>
                  <p style="margin-bottom:0;">If Activity 360 Reporting is enabled, these date ranges don’t apply. Only
                    emails after Activity 360 Reporting was enabled are associated with
                    opportunities.</p>
                </td>

                <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e229 ">None</td>

              </tr>
              <tr class="">
                <td data-label="Record" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e220 ">Quote</td>

                <td data-label="Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e223 ">Email address from the standard Email field in the Prepared For
                  section</td>

                <td data-label="Date Range" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e226 ">
                  <ul>
                    <li>Activities begin no earlier than the quote’s created date.</li>

                    <li>Activities end no later than the quote’s expiration date.</li>

                  </ul>
                </td>

                <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d67157e229 ">From the Einstein Activity Capture settings, click <strong class="uicontrol">Edit
                    Records</strong> next to the Records That Activities Are Added To setting.
                  Then add quotes.</td>

              </tr>
            </tbody>
          </table>
- Related emails are grouped, also known as threaded emails, in the activity timeline. Users without Einstein Activity Capture continue to see emails individually.
- The filter options differ from what users without Einstein Activity Capture see. For example, Einstein Activity Capture users have a filter option to show only emails that have insights.
- The All Activity History tab doesn’t include emails added to Salesforce with Einstein Activity Capture.
- If two or more contacts or leads have the same email address, Salesforce adds related emails to both records.
- Einstein Activity Capture can associate an email to up to 50 contact records. If the combined number of email addresses in the To and CC fields exceeds this limit, only the first 50 unique addresses are processed.
- If you change the address in the standard email field on an account, person account, lead, contact, opportunity, or user record, the visibility of the email history is different based on the use of Activity 360 Reporting.
    - If Activity 360 Reporting isn’t turned on: The email history with the old email address isn’t visible, but emails with the new email address are. The data is saved for the retention period and is available again if you change back to the original email address.
    - If Activity 360 Reporting is turned on, the email history already associated with the record stays associated to the record. New emails will be associated based on the new email address of the record.
- For emails you send or receive, you can remove some or all the associations between an email and related records, or add new associations. For example, Einstein Activity Capture adds your sent email to the activity timeline of an opportunity record. But you determine that the opportunity doesn’t have much to do with that email, so you remove the association to it. Then you search for and add an association to a more relevant opportunity.

## API

When emails are sent through the SendEmail API, such as by Apex or SOAP, how the emails are logged as activities varies.

- For users who don’t use Einstein Activity Capture and haven’t authenticated with OAuth, emails are logged as activities and shown in a record’s activity history.
- For users who don’t use Einstein Activity Capture and have authenticated with OAuth, emails are logged as activities and shown in a record’s activity history.
- For Einstein Activity Capture users who haven’t authenticated with OAuth, emails are logged as activities and shown in a record’s activity history.
- For Einstein Activity Capture users who have authenticated with OAuth, emails aren’t logged as activities and shown in a record’s activity history. Instead, Einstein Activity Capture records the activity.

#### See Also

- [Automate Your Workflow with Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_use_eac.htm&release=264.0.0&type=5 "Einstein Activity Capture reduces manual data entry and provides a complete view of your relationship history. Connect your Microsoft or Google account to Salesforce to capture emails and calendar events and relate them to your sales records automatically. Manage your privacy settings to control how activity data appears to teammates while ensuring customer interactions remain current.")
- [Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5 "Eliminate manual data entry and transform a list of engagements into action. Einstein Activity Capture syncs your Microsoft or Google account with Salesforce, linking email and calendar activities to the relevant contacts, leads, and opportunities. Einstein Activity Capture gives your team and AI agents the critical context needed to make their next move.")