Before you begin the setup process, review the limitations, supported environments, and all the considerations.
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 |
- Considerations for Setting Up Einstein Activity Capture
Before setting up Einstein Activity Capture, review requirements, limitations, and other information about how it works. - Considerations for Excluding Data from Einstein Activity Capture
Admins and users can prevent emails and events connected with a particular email address, domain, keywords, or sensitive content from association with Salesforce records. You can also prevent events from syncing between Salesforce and connected accounts. Make sure that you understand the effects of excluding this data from Einstein Activity Capture. - Considerations for Disabling Emails, Events, or Contacts in Einstein Activity Capture
When you create or edit an Einstein Activity Capture configuration, you can disable emails, events, or contacts. Make sure you understand what happens when you do.