--- schema_version: "1" id: ae003e84cd5f3a5df865407c2a8ac92eb7da1860ad4ddac9ad647c9b947736f9 title: Define Which Data to Capture Through an Einstein Activity Capture Configuration collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_setup_create_configuration.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_setup_create_configuration.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 20fbf6266dab76d134df79c339c4d398608bdc3f91cc4f7f942d52011448d9fd description: Configurations determine which data gets captured and how it flows between Salesforce and your connected account. You create one configuration during the initial setup and you can add more to customize data capture and sync behavior for specific users or profiles. By default, Einstein Activity Capture syncs events and contacts bi-directionally, though you can edit these settings at any time. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Define Which Data to Capture Through an Einstein Activity Capture Configuration Configurations determine which data gets captured and how it flows between Salesforce and your connected account. You create one configuration during the initial setup and you can add more to customize data capture and sync behavior for specific users or profiles. By default, Einstein Activity Capture syncs events and contacts bi-directionally, though you can edit these settings at any time. ### 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png) 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 create or edit an Einstein Activity Capture configuration: View Setup and Configurations, Customize Application and Modify All Data
To view the Einstein Activity Capture setup pages:

View Setup and Configurations and Manage Lightning Sync

and

Customize Application OR Modify All Data
Starting in April 2026, if you have users outside of a configuration, we automatically create a configuration and add those users to it. The timeline for this automatic change is unique to each org. Check your Einstein Activity Capture settings to see if this applies to your org and for a specific date for the change. 1. From Setup, enter Einstein Activity Capture in the Quick Find box, and then select **Settings**. If it’s your first time setting up Einstein Activity Capture, the setup flow guides you through the steps. If you’re moving from Lightning Sync or you already use Einstein Activity Capture but it’s your first time creating a configuration, click **Add Contact and Event Sync**, and then follow the guided steps. 2. From the Configuration tab, click **New Configuration**. 3. Give the configuration a name and description. 4. Review the email, events, and contact settings, and then click **Next**. ![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 sync contacts, we recommend that you [export your contact data on a regular basis](https://help.salesforce.com/s/articleView?id=xcloud.admin_exportdata.htm&type=5&language=en_US). - If you sync contacts both ways, you can improve sync performance by setting the contact filter to Contacts Users Own. - If you sync events, we recommend that users [prepare events that they don’t want to sync](https://help.salesforce.com/s/articleView?id=sales.aac_event_sync_prepare.htm&release=264.0.0&type=5 "If your Salesforce admin configured Einstein Activity Capture to sync events, review our suggestions for making sure it works the way you want.") before you activate the configuration. 5. Review the advanced settings for emails, events, and contacts. Email messages are captured from the connected account and stored in Salesforce. By default, events and contacts sync bi-directionally between the connected account and Salesforce. 6. Add users and profiles to the configuration, and then click **Next**. To add users to a configuration, make sure that you first [assign users to Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_setup_give_access.htm&type=5&language=en_US). If you're migrating from Lightning Sync, you can add users who show \[Lightning Sync\] after their name to an Einstein Activity Capture configuration. To give these users access to Einstein Activity Capture features, you must assign them to Einstein Activity Capture and turn off Lightning Sync. Up to 500 users or profiles are visible at a time. To add more than 500 users directly or via profile at a time, or to edit user assignments when the configuration has more than 500 users, [use the UserEmailCalendarSync object](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_useremailcalendarsync.htm) via the API. If a user is added to configurations at the user level and at the profile level, the user-level assignment is recognized. You can track the [status of all connected users](https://help.salesforce.com/s/articleView?id=sales.eac_setup_status_and_metrics.htm&type=5&language=en_US) and [get notified when user's connections are in trouble](https://help.salesforce.com/s/articleView?id=sales.aac_setup_admin_notification.htm&type=5&language=en_US). #### See Also - [Considerations for Setting Up Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_limitations.htm&release=264.0.0&type=5 "Before setting up Einstein Activity Capture, review requirements, limitations, and other information about how it works.") - [Considerations for Disabling Emails, Events, or Contacts in Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_considerations_disable_activity_types.htm&release=264.0.0&type=5 "When you create or edit an Einstein Activity Capture configuration, you can disable emails, events, or contacts. Make sure you understand what happens when you do.") - [Select Who Can Use Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_setup_select_users.htm&release=264.0.0&type=5 "Selecting who can use Einstein Activity Capture is as simple as assigning a permission set to users. The exact steps that you take depend on which license and edition users have. For questions about access to editions and license, contact your Salesforce account executive.") - [Set Up Einstein Activity Capture for Your Team](https://help.salesforce.com/s/articleView?id=sales.aac_setup_parent.htm&release=264.0.0&type=5 "Get your sales reps up and running with Einstein Activity Capture. Give users access to Einstein Activity Capture. Connect your company’s email and calendar application to Salesforce, and create a configuration that controls how data moves between applications. Define settings such as which data to exclude and how activities are shared. When you’re done configuring Einstein Activity Capture, your users have some setup to do, too.")