Einstein Email Insights and Recommended Connections make it easy for sales reps to move deals in the right direction.
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.
- Turn On Einstein Email Insights
Einstein Email Insights give sales reps critical sales context alongside relevant emails, making it easier for them to send the perfect response at the perfect time. If you use Einstein Activity Capture through Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license, Email Insights is on by default when you turn on Einstein Activity Capture. If you have only Standard Einstein Activity Capture users, turn on Einstein Email Insights. In new orgs where Sync Email as Salesforce Activity is turned on by default, Einstein Email Insights is turned off. Turn it on manually. - Create Custom Einstein Email Insights
Einstein Email Insights give sales reps critical sales context alongside relevant inbound emails. You can get the most relevant email insights by specifying what to look for in email content. - Add Recommended Connections to Lightning Pages
Give sales reps access to the Recommended Connections component so they can see which colleagues have the strongest connections to a prospect. Reps can then get in touch with colleagues who can help get conversations going with prospects.