The Activities dashboard provides a summary of sales activities, including the ones added with Einstein Activity Capture. When you use Einstein Activity Capture along with Inbox, access to the Activities dashboard is available through the Einstein Analytics for Sales Cloud permission set. You can assign the permission set to up to five users. All other Inbox users have read-only access to the Activities dashboard.
Required Editions
| Available in: Lightning Experience |
| Available with Sales in: Professional (when API access is purchased), Enterprise, Performance, and Unlimited Editions |
| Available with Sales Cloud Einstein, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions |
| Available with Inbox, which is available in Unlimited, Einstein 1 Sales, and Agentforce 1 Sales Editions, and available for an extra cost in Professional and Enterprise Editions. |
| Available with Sales Engagement, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To give users access to activity reports: | Customize Application AND Modify All Data |
Important Starting in Summer ’25, Activity 360
Reporting, Activity Metrics, and Activities Analytics Dashboard aren’t available unless
previously set up. Additionally, data from these reporting tools that appear in other
features, including Pipeline Inspection and Einstein Conversation Insights isn’t available
unless configured before Summer ’25. If you’re already using Activity 360 Reporting,
Activity Metrics, Activities Analytics Dashboard, or related data, you can continue to do so
until these tools are retired. To explore email data added by Einstein Activity Capture
after Summer ’25, make sure you sync email as salesforce activity and use Salesforce
Activity reports. See Considerations for Sync Email as Activity and Einstein Activity Capture Activity 360 Reporting, Activity
Metrics, Activities Dashboard Upcoming Retirement.
- Make sure that Einstein Activity Capture is enabled.
- From Setup, enter Permission Sets in the Quick Find box, and then select Permission Sets.
-
Click the Einstein Analytics for Sales Cloud permission set, and
assign it to up to five users.
Assigned users can view activity reports from the Analytics tab or Analytics Studio.
-
To make that sure all other Inbox users have read-only access to the Activities dashboard,
go to the Inbox With Einstein Activity Capture permission set. Then,
make sure the Access to View-Only Licensed Templates and Apps permission
is enabled. If you created a custom permission set for Inbox, go to it and enable the
permission.
Users can view activity reports from the Activities Dashboard tab, not Analytics Studio.