Assign each user an Einstein Activity Capture license and a permission set. Then, make sure users are included in a configuration. Missing any of these can cause connection and access issues.
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.
- Select Who Can Use Einstein Activity Capture
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. - Assign Einstein Activity Capture to Sales Users
An Einstein Activity Capture permission set includes all the required permissions for access. Assign a permission set to users then, during setup, add users with permission to an Einstein Activity Capture configuration. - Reassign Users to Einstein Activity Capture
If a user gets an error when trying to connect their email and calendar to Salesforce, remove the Einstein Activity Capture permission for the user, and then assign it again.