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.
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 assign permission sets: | Assign Permission Sets |
| To create permission sets: | Manage Profiles and Permission Sets |
| License or Edition | Permission Sets That Include the Einstein Activity Capture Permission |
|---|---|
| Sales |
Standard Einstein Activity Capture or StandardEinsteinActivityCapture2Psl To assign these permission sets to users, see Assign Einstein Activity Capture to Sales Users. |
| Performance or Unlimited editions |
Sales Cloud Included and Einstein Activity Capture Included To access Einstein Activity Capture using Performance or Unlimited editions, users must have the Salesforce standard user license. If you have users who accessed Einstein Activity Capture through a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence permission set before Summer ’22, we recommend that you assign those users to the Sales Cloud Included or Einstein Activity Capture Included permission set, or a custom permission set that includes the Einstein Activity Capture permission. To make these assignments, assign the new permission set to your users before removing the old permission set. Beginning in Summer ‘22, you can’t add users to the old Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence permission sets. |
| Sales Cloud Einstein |
Sales Cloud Einstein To assign the permission set to users, see Select Who Can Use Sales Cloud Einstein. |
| Inbox |
Inbox With Einstein Activity Capture To assign the permission set to users, see Select Who Can Use Inbox Features. |
| Sales Engagement |
Sales Engagement User To assign the permission set to users, see Assign Permission Sets for Sales Engagement Users. |
| Revenue Intelligence |
Revenue Intelligence Admin and Revenue Intelligence User To assign the permission set to users, see Select Who Can Use Revenue Intelligence. |
Depending on how you access Einstein Activity Capture, users might also need to be assigned to a configuration in addition to the permission set. See Define Which Data to Capture Through an Einstein Activity Capture Configuration.