---
schema_version: "1"
id: 9c09d231b77f72cb5e5a029a9844ffe026c20ceb0fe963e501caac25acc25939
title: Enable More Features for Pipeline Inspection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_more_features.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_more_features.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f7f1269a0d52425810e7b235a2e624ba83ee7c515b104c2884ee654277598700
description: Make the most out of Pipeline Inspection by setting up optional features that give your users more helpful data and insights.
products:
  - Sales Cloud
release: "264"
---
# Enable More Features for Pipeline Inspection

Make the most out of Pipeline Inspection by setting up optional features that give your users more helpful data and insights.

### 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></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_important.png)

Important Starting in Summer ’25, data from Activity Metrics and Activity 360 Reporting isn’t available in Pipeline Inspection unless previously set up. This change affects the counts of activities by type in Activity Timeline and the Who’s Involved feature. If you’re already using Activity Metrics and Activity 360 Reporting data in Pipeline Inspection, you can continue to do so until these Einstein Activity Capture reporting tools are retired. See [Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement](https://help.salesforce.com/s/articleView?id=004633781&type=1&language=en_US).

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.42465753424658%">
        <col style="width:27.397260273972606%">
        <col style="width:39.17808219178083%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d23333e62">Feature</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d23333e65">What It Does</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d23333e68">How to Set Up</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e62 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.einstein_sales_activity_reporting_overview.htm&amp;type=5&amp;language=en_US" target="_blank">Activity 360 Reporting from
              Einstein Activity Capture</a>
          </td>

          <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e65 ">Show users top contacts and individuals involved in an opportunity with
            engagement metrics, and activity metrics and details in the Activity tab of the side
            panel.</td>

          <td data-label="How to Set Up" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e68 ">Requires admin to set up in Einstein Activity Capture settings. See <a href="https://help.salesforce.com/s/articleView?id=sales.einstein_sales_setup_activity_reporting.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Activity 360 for Einstein
              Activity Capture</a></td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e62 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.aac_activity_metrics.htm&amp;type=5&amp;language=en_US" target="_blank">Activity Metrics with Einstein
              Activity Capture</a>
          </td>

          <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e65 ">Show users activities on the Activity tab of the side panel.</td>

          <td data-label="How to Set Up" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e68 ">
            <p>Requires admin to set up and configure. See <a href="https://help.salesforce.com/s/articleView?id=sales.aac_activity_metrics_enable.htm&amp;type=5&amp;language=en_US" target="_blank">Turn On Activity
                Metrics</a></p>
            <p style="margin-bottom:0;">If both Activity 360 and Activity Metrics are enabled, activity
              data comes from Activity 360.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e62 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.aac_how_it_works.htm&amp;type=5&amp;language=en_US" target="_blank">Einstein Activity
              Capture</a>
          </td>

          <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e65 ">Capture activity data for engagement metrics and details, and to generate
            insights.</td>

          <td data-label="How to Set Up" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e68 ">
            <p>Requires admin to set up. See <a href="https://help.salesforce.com/s/articleView?id=sales.aac_configure.htm&amp;type=5&amp;language=en_US" target="_blank">Admin Setup
                for Einstein Activity Capture</a></p>
            <p style="margin-bottom:0;">Requires user to configure. See <a href="https://help.salesforce.com/s/articleView?id=sales.aac_use_eac.htm&amp;type=5&amp;language=en_US" target="_blank">End-User
                Setup for Einstein Activity Capture</a></p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e62 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.call_coaching.htm&amp;type=5&amp;language=en_US" target="_blank">Einstein Conversation
              Insights</a>
          </td>

          <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e65 ">Show users insights about calls on the Activity tab of the side panel.</td>

          <td data-label="How to Set Up" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e68 ">Requires admin to set up and configure. See <a href="https://help.salesforce.com/articleView?id=call_coaching_setup.htm&amp;language=en_US" target="_blank">Set Up Einstein Conversation
              Insights</a></td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e62 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_einstein_deal_insights.htm&amp;type=5&amp;language=en_US" target="_blank"> Einstein Deal Insights</a>
          </td>

          <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e65 ">Show users insights and predictions about deal health, and recommended actions
            they can take to move deals forward. Deal insights show on the Insights tab of the
            side panel, and in the Alerts column.</td>

          <td data-label="How to Set Up" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e68 ">Requires admin to set up. See <a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_deal_insights.htm&amp;release=264.0.0&amp;type=5" title="Einstein Deal Insights gives sales reps predictions and recommendations from opportunities, calls, emails, and cases, right in the Pipeline Inspection view. Choose which insights to show in Pipeline Inspection to help sales reps move deals forward.">Configure Deal Insights in Pipeline Inspection</a></td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e62 ">
            <a href="https://help.salesforce.com/s/articleView?id=einstein_sales_setup_enable_email_insights.htm&amp;language=en_US" target="_blank">Einstein Email
              Insights</a>
          </td>

          <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e65 ">Show users email insights on the Activity tab of the side panel.</td>

          <td data-label="How to Set Up" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e68 ">Requires admin to set up. See
            <a href="https://help.salesforce.com/articleView?id=einstein_sales_setup_enable_email_insights.htm&amp;language=en_US" target="_blank">Turn On Einstein Email Insights</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e62 ">
            <a href="https://help.salesforce.com/s/articleView?id=ai.einstein_sales_opportunity_scoring.htm&amp;type=5&amp;language=en_US" target="_blank">Einstein Opportunity
              Scoring</a>
          </td>

          <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e65 ">Show users tiered opportunity scores and related insights on the Insights tab of
            the side panel.</td>

          <td data-label="How to Set Up" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e68 ">Requires admin to set up. See <a href="https://help.salesforce.com/s/articleView?id=ai.einstein_sales_setup_enable_opportunity_scoring.htm&amp;type=5&amp;language=en_US" target="_blank">Einstein Opportunity
              Scoring</a></td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e62 "><a href="https://help.salesforce.com/s/articleView?id=sales.account_mgmt_parent.htm&amp;language=en_US" target="_blank">Agentforce Account Management</a></td>

          <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e65 ">Show users options to get quick answers and deal summaries in the side
            panel.</td>

          <td data-label="How to Set Up" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e68 ">Requires admin to set up. See <a href="https://help.salesforce.com/s/articleView?id=sales.account_mgmt_setup.htm&amp;language=en_US" target="_blank">Set Up Agentforce Account Management</a></td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e62 "><a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_parent.htm&amp;language=en_US" target="_blank">Agentforce Pipeline Management</a></td>

          <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e65 ">Show users suggestions for opportunity field updates and post-meeting actions on
            the Agent Activity tab of the side panel. The suggestions also show in the Agent
            Activity column.</td>

          <td data-label="How to Set Up" class="slds-cell-wrap" style="vertical-align:top;" headers="d23333e68 ">Requires admin to set up. See <a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_setup_parent.htm&amp;language=en_US" target="_blank">Set Up Agentforce Pipeline Management</a></td>

        </tr>
      </tbody>
    </table>

#### See Also

- [Turn On Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_enable.htm&release=264.0.0&type=5 "To get your sales teams started managing their pipelines, turn on and configure Pipeline Inspection.")
- [Revenue Intelligence](https://help.salesforce.com/s/articleView?id=sales.revenue_intelligence.htm&release=264.0.0&type=5 "Revenue Intelligence is a data-driven sales solution that unites CRM Analytics dashboards and analytics with an easy-to-visualize pipeline progress flow chart in Pipeline Inspection, and more.")