Store sales email engagement data in Data 360 to trigger automated journeys, personalize content, and track consolidated email engagement activity alongside marketing activity history.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
| User Permissions Needed | |
|---|---|
| To set up Sales Engagement and Einstein Activity Capture: | Customize Application AND Modify All Data |
| To deploy the data kit in Sales Engagement Settings: | Sales Engagement Cadence Creator and Sales Engagement User |
After you complete the setup, Data 360 creates an ingestion connector and deploys a data kit asynchronously. Data 360 usage consumes credits.
Important Deploy the data kit from within Sales Engagement Settings to avoid
mismatches with the ingestion connector name.
- From Setup, in the Quick Find box, enter Sales Engagement, and then select Sales Engagement Settings.
- From the Automate tab, turn on Sales Engagement if you haven't already.
- Go to Einstein Activity Capture Settings and confirm that it's configured for email syncing.
- On the Automate tab, go to Track Performance and Success, and then expand the Unify Email Engagement Data section.
- Turn on Data 360.
- In Create Connector and Deploy Data Kit, click Deploy.
Note The data kit deploys to the default data space.
After deployment completes, email engagement data syncs to Data 360 and is available alongside marketing engagement data.