---
schema_version: "1"
id: 9d92758de0d2ed3c30c9a03fecbd0d7aa441bc0e7464fd13d7a9d8b56cf87da9
title: Select Who Can Use Einstein Activity Capture
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_setup_select_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_setup_select_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fb29c411b5c89736f1c0330f83d166c6c224f011ab5305a5dbfe8e93e62090d6
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein Activity Capture Standard in Sales in <strong>Starter</strong>, <strong>Pro Suite</strong>, <strong>Professional</strong>, and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <strong>Unlimited </strong>Edition, <strong>Einstein 1 Sales Edition</strong>, and <strong>Agentforce 1 Edition</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein for Sales, which is included in <strong>Einstein 1 Sales Edition</strong> and available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is included with Sales in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Revenue Intelligence, which is available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d131996e135">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e135 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e135 ">Assign Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e135 ">To create permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e135 ">Manage Profiles and Permission Sets</td>

          </tr>
        </tbody>
      </table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d131996e178">License or Edition</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d131996e181">Permission Sets That Include the Einstein Activity Capture Permission</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="License or Edition" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e178 ">Sales</td>

            <td data-label="Permission Sets That Include the Einstein Activity Capture Permission" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e181 ">
              <p>Standard Einstein Activity Capture or StandardEinsteinActivityCapture2Psl</p>
              <p style="margin-bottom:0;">To assign these permission sets to users, see <a href="https://help.salesforce.com/s/articleView?id=sales.aac_setup_assign_standard.htm&amp;release=264.0.0&amp;type=5" title="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.">Assign Einstein Activity Capture to Sales Users</a>.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="License or Edition" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e178 ">Performance or Unlimited editions</td>

            <td data-label="Permission Sets That Include the Einstein Activity Capture Permission" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e181 ">
              <p>Sales Cloud Included and Einstein Activity Capture Included</p>
              <p>To access Einstein Activity Capture using Performance or Unlimited editions,
                users must have the <a href="https://help.salesforce.com/s/articleView?id=platform.users_license_types_available.htm&amp;type=5&amp;language=en_US" target="_blank">Salesforce standard user license</a>.</p>
              <p style="margin-bottom:0;">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.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="License or Edition" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e178 ">Sales Cloud Einstein</td>

            <td data-label="Permission Sets That Include the Einstein Activity Capture Permission" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e181 ">
              <p>Sales Cloud Einstein</p>
              <p style="margin-bottom:0;">To assign the permission set to users, see <a href="https://help.salesforce.com/articleView?id=einstein_sales_setup_select_users.htm&amp;language=en_US" target="_blank">Select Who Can Use Sales Cloud Einstein</a>.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="License or Edition" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e178 ">Inbox</td>

            <td data-label="Permission Sets That Include the Einstein Activity Capture Permission" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e181 ">
              <p>Inbox With Einstein Activity Capture</p>
              <p style="margin-bottom:0;">To assign the permission set to users, see <a href="https://help.salesforce.com/s/articleView?id=sales.inbox_setup_select_users.htm&amp;release=264.0.0&amp;type=5" title="A standard permission set for Inbox is created for you when your org is set up. Make sure that all permissions that you need are enabled, and then assign the permission set to users.">Select Who Can Use Inbox Features</a>.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="License or Edition" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e178 ">Sales Engagement</td>

            <td data-label="Permission Sets That Include the Einstein Activity Capture Permission" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e181 ">
              <p>Sales Engagement User</p>
              <p style="margin-bottom:0;">To assign the permission set to users, see <a href="https://help.salesforce.com/s/articleView?id=sales.hvs_setup_assign.htm&amp;release=264.0.0&amp;type=5" title="Assign the permission sets for Sales Engagement. Also assign permission sets for optional features that are new to your Salesforce org, including Sales Dialer. You can also assign the permission set for full access to CRM Analytics dashboards.">Assign Permission Sets for Sales Engagement Users</a>.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="License or Edition" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e178 ">Revenue Intelligence</td>

            <td data-label="Permission Sets That Include the Einstein Activity Capture Permission" class="slds-cell-wrap" style="vertical-align:top;" headers="d131996e181 ">
              <p>Revenue Intelligence Admin and Revenue Intelligence User</p>
              <p style="margin-bottom:0;">To assign the permission set to users, see <a href="https://help.salesforce.com/s/articleView?id=sales.revenue_intelligence_assign_users.htm&amp;type=5&amp;language=en_US" target="_blank">Select Who Can Use Revenue Intelligence</a>.</p>
            </td>

          </tr>
        </tbody>
      </table>

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](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.").

#### See Also

- [Assign a Permission Set License to a User](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_assign.htm&type=5&language=en_US)
- [Set Up Einstein Activity Capture for Your Team](https://help.salesforce.com/s/articleView?id=sales.aac_setup_parent.htm&release=264.0.0&type=5 "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.")