---
schema_version: "1"
id: 2d0d606595b5b846ab428ee0605638200326b6ac3acc2dfc75a40f4847dd4897
title: Automate Your Workflow with 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_use_eac.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_use_eac.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 87cba06f8d5866099fe1e78bf33cc67400141fee061fa18127d474298b5efdf2
description: Einstein Activity Capture reduces manual data entry and provides a complete view of your relationship history. Connect your Microsoft or Google account to Salesforce to capture emails and calendar events and relate them to your sales records automatically. Manage your privacy settings to control how activity data appears to teammates while ensuring customer interactions remain current.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Automate Your Workflow with Einstein Activity Capture

Einstein Activity Capture reduces manual data entry and provides a complete view of your relationship history. Connect your Microsoft or Google account to Salesforce to capture emails and calendar events and relate them to your sales records automatically. Manage your privacy settings to control how activity data appears to teammates while ensuring customer interactions remain current.

### 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.

Watch a demo: [![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/resources-global/_corporate/images/play_btn.png)How Users Set Up Einstein Activity Capture](https://salesforce.vidyard.com/watch/KriYKuFXjRqPYN7KXh8oLZ) (English only)

Depending on how your Salesforce admin set up Einstein Activity Capture, your Microsoft or Google account can already be connected. You can still customize some Einstein Activity Capture settings and learn how to get the most out of your data.

![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 If your admin enabled Inbox, you also have access to some or all Inbox features.

- **[Connect Your Email and Calendar to Salesforce with Einstein Activity Capture or Inbox](https://help.salesforce.com/s/articleView?id=sales.aac_connect_additional_accounts.htm&release=264.0.0&type=5)**  
    Depending on how your Salesforce admin configures Einstein Activity Capture, it’s possible that you’re responsible for connecting or reconnecting your Microsoft or Gmail account to Salesforce. If you use Lightning Email and have access to Inbox features, connect an account to Salesforce.
- **[Email Data Capture Configuration for Sync Email as Salesforce Activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity_headeronly.htm&release=264.0.0&type=5)**  
    When Sync Email as Salesforce Activity is enabled in Einstein Activity Capture, you can control the amount of email data captured: entire email message or header only. The header-only capture option gives you more privacy by letting you capture only the sender, recipients, and date and time the email was sent.
- **[Preparing to Sync Events with Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_event_sync_prepare.htm&release=264.0.0&type=5)**  
    If your Salesforce admin configured Einstein Activity Capture to sync events, review our suggestions for making sure it works the way you want.
- **[Preparing to Sync Contacts with Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_contact_sync_prepare.htm&release=264.0.0&type=5)**  
    If your Salesforce admin configured Einstein Activity Capture to sync contacts, review our suggestions for making sure it works the way you want.
- **[Exclude Emails and Events from Your Salesforce Activities](https://help.salesforce.com/s/articleView?id=sales.aac_add_excluded_addresses.htm&release=264.0.0&type=5)**  
    When you add email addresses to your Excluded Addresses list, emails and events with those addresses aren’t added to the activity timeline of related Salesforce records. Events aren’t added to the Salesforce calendar. And events aren’t synced between Salesforce and the connected accounts.
- **[Control How Your Captured Emails Are Shared](https://help.salesforce.com/s/articleView?id=sales.aac_share_with_everyone.htm&release=264.0.0&type=5)**  
    Choose how to share email data that Einstein Activity Capture adds to the activity timeline of related Salesforce records. Share with all users, Chatter groups, or no one.
- **[Set Up a Group for Sharing Activities](https://help.salesforce.com/s/articleView?id=sales.aac_set_up_a_group_for_sharing.htm&release=264.0.0&type=5)**  
    The group’s owner or manager can enable email and event sharing for private and unlisted Chatter groups. Then, Einstein Activity Capture users within the group can share their emails and events with all group members.

#### 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.")
- [Salesforce Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox.htm&release=264.0.0&type=5 "Inbox features increase sales reps’ productivity on every email message, whether they’re on the go or at their desk.")
- [Salesforce Sales Engagement Documentation](https://help.salesforce.com/s/articleView?id=sales.high_velocity_sales.htm&release=264.0.0&type=5 "Accelerate your inside sales process with a high-productivity workspace. With cadences, managers can create custom sales processes that guide sales reps through handling different types of prospects. Those cadences appear for sales reps in the Work Queue, a task list that appears inside the Sales Console. And with other productivity-boosting features like Sales Dialer, Lead Scoring, and included reports, your sales teams have everything they need to handle prospects in a fraction of the time it took before.")
- [Salesforce Meetings](https://help.salesforce.com/s/articleView?id=sales.meetings_parent.htm&release=264.0.0&type=5 "Salesforce Meetings is a set of tools to enhance sales reps’ interactions with prospects and customers. Reps can ensure everyone is aligned before a meeting starts by seeing valuable meeting information with Meeting Digest.")