Einstein Activity Capture automatically adds email and events to the activity timeline of related Salesforce records. When an Einstein Activity user becomes an inactive Salesforce user, you can make sure their activities, including private ones, are available to others.
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 log in as another user: | Modify All Data |
| To edit group layouts | Customize Application |
- To determine who needs access to the inactive user’s activities, check with the inactive user’s manager.
- If Sync Email as Salesforce Activity is turned on, use the Data Loader or Mass Transfer Records to transfer record ownership in bulk. See Organization-Wide Default Access Settings.
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If Sync Email as Salesforce Activity isn’t enabled, take action based on your target
access level:
- Select users only:
a) Create a private Chatter group and enable email and event sharing. Add everyone to the group who needs access to the inactive user’s email and events. If the option to enable email and event sharing isn’t available, add it to the group layout.
b) Log in as the inactive user and go to their Einstein Activity Capture sharing settings. Change the sharing settings so that email and events are shared with the Chatter group you created.
c) Go to individual activities in the activity timeline. Manually change email and events so that they’re shared with the Chatter group you created.
- All users:
a) Log in as the inactive user and go to their Einstein Activity Capture sharing settings. Change the sharing settings so that email and events are shared with everyone.
b) Go to individual activities in the activity timeline. Manually change email and events so that they’re shared with everyone.
- Select users only: