Einstein Email Insights give sales reps critical sales context alongside relevant
emails, making it easier for them to send the perfect response at the perfect time. If you use
Einstein Activity Capture through Performance or Unlimited editions or a Sales Cloud Einstein,
Inbox, Sales Engagement, or Revenue Intelligence license, Email Insights is on by default when
you turn on Einstein Activity Capture. If you have only Standard Einstein Activity Capture
users, turn on Einstein Email Insights. In new orgs where Sync Email as Salesforce Activity is
turned on by default, Einstein Email Insights is turned off. Turn it on manually.
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 turn on Einstein Email Insights: |
Customize Application |
-
Make sure that you add your users to an Einstein Activity Capture configuration with
emails enabled. If you re-enable emails, your users don’t see email insights from the time
when email was disabled.
-
From Setup, in the Quick Find box, enter Einstein Activity
Capture, and then select Einstein Email
Insights.
-
Set Show Insights to On.
- Sales reps who use Einstein Activity Capture see email insights, when available, in
the activity timeline and email detail page. If your reps also use Inbox, they see
email insights in their inbox.
- Email insights are available for emails sent to Einstein Activity Capture users.
Email insights aren’t available for emails sent from Einstein Activity Capture
users.
- When Einstein Activity Capture activities are shared with everyone, reps who don't
use Einstein Activity Capture see email insights.
- If you use Einstein Activity Capture through Performance or Unlimited editions or a
Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license, you
can create custom email
insights.
If you set up Einstein Activity Capture after Summer ’25, email insights for initial
use are generated only for the past 30 days of email. If you migrate Einstein Activity Capture
to Sync Email as Salesforce Activity, email insights are generated for the past 90 days of
email.
