--- schema_version: "1" id: 349916b42d213358a1b57a42cf04da15eebf36f2e37af8b07b60d214dfe15bfb title: Einstein Activity Capture collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/einstein_sales_aac.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2be5f08281be9cd8bfe53e2aeb54ed75bb43dfb22c7633edf3e53ccb10b9e277 description: 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. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Einstein Activity Capture 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. ### 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
![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. You can use Einstein Activity Capture as a standalone tool or with other features. By itself, Einstein Activity Capture automates data entry, ensuring your team has more accurate data without the manual effort. When integrated with Salesforce Inbox, see engagement data alongside email messages in the activity timeline. Combine it with Einstein Conversation Insights to get a complete view of both written and verbal customer interactions. And with Agentforce, your AI agents gain deep context about customer relationships from real email messages. Setting up Einstein Activity Capture is a shared effort. A Salesforce admin connects Salesforce to an existing Microsoft or Google account. Sometimes, the admin works with the Microsoft or Google account admin to import user access permissions. After the connection, the Salesforce admin configures Einstein Activity Capture settings, which can be tailored to different user roles. When the admin configuration is done, sales reps and other users connect to and customize their personal settings in Einstein Activity Capture. To get even more out of the captured data, Salesforce admins and users can create and customize workflow automations and reports. - **[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. - **[Differences Between Einstein Activity Capture Editions](https://help.salesforce.com/s/articleView?id=sales.aac_standard_differences.htm&release=264.0.0&type=5)** Einstein Activity Capture Standard is available for users who don’t have Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license. Einstein Activity Capture has a few differences depending on which version you use. - **[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. - **[Update and Migrate to Sync Email as Salesforce Activity](https://help.salesforce.com/s/articleView?id=sales.eac_migrate_to_sync_email_as_activity.htm&release=264.0.0&type=5)** If you set up Einstein Activity Capture before Summer '25, update to turn on Sync Email as Salesforce Activity and migrate previously captured email to activity data. If you don't update before the date given in your Einstein Activity Capture Settings, we migrate your data and select your settings for you. - **[Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph](https://help.salesforce.com/s/articleView?id=sales.eac_ews_graph.htm&release=264.0.0&type=5)** Microsoft is retiring Exchange Web Services (EWS) for Microsoft Office 365 in October 2026. Microsoft Graph API replaces EWS. Upgrade the authentication method of Einstein Activity Capture, Inbox, and Lightning Sync to use Microsoft Graph to avoid service disruption. - **[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. - **[Set Up Einstein Activity Capture for Partner Portal Users](https://help.salesforce.com/s/articleView?id=sales.eac_setup_partner_users.htm&release=264.0.0&type=5)** Partner portal users can now connect their Google or Microsoft Office 365 calendars to Salesforce with Einstein Activity Capture. Before you begin the setup process, review the limitations, supported environments, and all the considerations. - **[Understand Captured Email, Event, and Contact Data](https://help.salesforce.com/s/articleView?id=sales.eac_understand_captured_data.htm&release=264.0.0&type=5)** Get the details on what specific data from email messages and calendar events is captured. Learn how the captured data relates to users, accounts, opportunities, and other records in your Salesforce org. Find out how to filter and report on the data. - **[Automate Your Workflow with Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_use_eac.htm&release=264.0.0&type=5)** 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. #### See Also - [Sales Cloud Einstein](https://help.salesforce.com/s/articleView?id=ai.einstein_sales.htm&type=5&language=en_US) - [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.")