--- schema_version: "1" id: f4cc6bcf6c0f9fd04f3a89eab2635f80e9c31f4b013d4956a4153d4636ca1805 title: Set Up Einstein Activity Capture for Your Team collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_setup_parent.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_setup_parent.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 1fab2ef2a1ad016c85494a7ac3ccf2afcf1b3ea7b522b7efcd829fa65001a8cf description: 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. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Set Up Einstein Activity Capture for Your Team 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. ### 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
![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 Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US). ![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. To set up Einstein Activity Capture, complete all of these steps in order. Make sure you review all considerations before you get started. - **[Setup Considerations for Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_setup_things_to_know.htm&release=264.0.0&type=5)** Before you begin the setup process, review the limitations, supported environments, and all the considerations. - **[Give Users Access to Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_setup_give_access.htm&release=264.0.0&type=5)** 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. - **[Connect Email and Calendar Accounts to Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_connection_parent.htm&release=264.0.0&type=5)** Before Einstein Activity Capture can access users’ email and calendar data, connect Salesforce to your email account. The choices of how to connect and authenticate users depend on which email and calendar application you use. - **[Define Which Data to Capture Through an Einstein Activity Capture Configuration](https://help.salesforce.com/s/articleView?id=sales.aac_setup_create_configuration.htm&release=264.0.0&type=5)** 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. - **[Exclude Emails and Events from Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.eac_exclude_emails_and_events_for_org.htm&release=264.0.0&type=5)** Set up org-wide exclusions to control which emails and calendar events are captured and stored. Exclude emails and events from specific addresses and domains, and filter emails based on keywords and sensitive content. Adding exclusions doesn’t remove previously captured emails or synced events. Exclusions only filter incoming data after the value is saved. - **[How Activity Sharing for Einstein Activity Capture Works](https://help.salesforce.com/s/articleView?id=sales.aac_set_default_activity_sharing.htm&release=264.0.0&type=5)** Use activity sharing rules to manage how users see and share captured event data. If Sync Email as Salesforce Activity is turned on, activity sharing rules also control the visibility of captured email data. If captured email isn’t synced as activity data, use Einstein Activity Capture settings to manage data sharing. - **[Enable More Features for Einstein Activity Capture and Inbox](https://help.salesforce.com/s/articleView?id=sales.aac_setup_additional_features.htm&release=264.0.0&type=5)** Einstein Email Insights and Recommended Connections make it easy for sales reps to move deals in the right direction. - **[Test, Monitor, or Reset Configurations](https://help.salesforce.com/s/articleView?id=sales.aac_setup_troubleshoot_parent.htm&release=264.0.0&type=5)** If you run into problems with Einstein Activity Capture, review our troubleshooting suggestions. #### See Also - [Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5 "Eliminate manual data entry and transform a list of engagements into action. Einstein Activity Capture syncs your Microsoft or Google account with Salesforce, linking email and calendar activities to the relevant contacts, leads, and opportunities. Einstein Activity Capture gives your team and AI agents the critical context needed to make their next move.") - [Einstein Activity Capture Security](https://help.salesforce.com/s/articleView?id=sales.activity_capture_security_overview.htm&release=264.0.0&type=5 "To protect your data and remain compliant, review the security features of Einstein Activity Capture. Security features include access and authentication, network access configuration, Exchange Web Services and Microsoft Graph API usage, data flow, storage, encryption, privacy, and retention policies.") - [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.") - [How Einstein Activity Capture Works](https://help.salesforce.com/s/articleView?id=sales.aac_how_it_works.htm&release=264.0.0&type=5 "Einstein Activity Capture captures or syncs email and event data, including participants, from the connected Microsoft or Google account and stores it in Salesforce. Understand at a high-level the relationship between your Microsoft or Google account data and how it connects to and powers your Salesforce data and features.") - [Manage Data Policies for Einstein Features](https://help.salesforce.com/s/articleView?id=xcloud.aac_manage_data_policies.htm&type=5&language=en_US)