Connect to Einstein Activity Capture with User-Level Authentication

The user-level authentication method is available for Google. After users are assigned to Einstein Activity Capture, they must connect a Google account to Salesforce.

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
User Permissions Needed
To connect Salesforce to Google: 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

  1. From Setup, in the Quick Find box, enter Einstein Activity Capture, 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 already set up Einstein Activity Capture and want to change the authentication method, reset Einstein Activity Capture.
  2. Select Google as the email and calendar application.
  3. Select User-Level Auth as your authentication method.
  4. Follow the remaining Einstein Activity Capture setup steps, including creating a configuration and adding users to it.

Users must connect their account to Salesforce. Until they do, they can’t send emails in Lightning Experience.