---
schema_version: "1"
id: bb1c2acdd0ca178907802fe25bcbeb10289fe064ec0e3758ee2d0a614e9fa427
title: Einstein and Data Usage in Sales Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_einstein_features_data_usage.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_einstein_features_data_usage.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed4792972c90d6e1a8985346de8028a4fd36b4ac4c36e59859341e5f3b43e52c
description: Einstein is built on data. Review this table to understand the type of data used by Einstein features in Sales.
products:
  - Sales Cloud
release: "264"
---
# Einstein and Data Usage in Sales Features

Einstein is built on data. Review this table to understand the type of data used by Einstein features in Sales.

The table lists the customer data that’s submitted by the customer to Salesforce services as defined in the [Main Services Agreement (MSA)](https://www.salesforce.com/content/dam/web/en_us/www/documents/legal/Salesforce_MSA.pdf). The table also indicates which features use global models trained on customer data. These models look for aggregated trends across multiple Salesforce customers. If an Einstein feature uses a global model, the customer can opt out of the global model and have control over whether their data contributes to global models.

Customer data from Einstein Conversation Insights (ECI) and from Einstein Activity Capture (EAC) is not used to train global models. Global predictive models are used to provide customers with meaningful predictions, but ECI and EAC customer data is not used in training these models.

For more information on how to control how your data is used, see [Manage Salesforce Access to Customer Data](https://help.salesforce.com/s/articleView?id=ai.generative_ai_consent_optout.htm&type=5&language=en_US).

For data usage details about Agentforce (Default), see [Agents and Data Usage](https://help.salesforce.com/s/articleView?id=ai.agent_data_usage.htm&type=5&language=en_US).

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:16.216216216216218%">
        <col style="width:13.513513513513514%">
        <col style="width:32.432432432432435%">
        <col style="width:18.91891891891892%">
        <col style="width:8.108108108108109%">
        <col style="width:10.81081081081081%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:bottom;" id="d8262e69">Product</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:bottom;" id="d8262e72">Feature</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:bottom;" id="d8262e75">Customer Data and Salesforce Objects Used</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:bottom;" id="d8262e78">Usage Data Used</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:bottom;" id="d8262e81">Global Model Used</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d8262e85">Generative AI Model Used</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Product" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e69 ">Einstein Conversation Insights</td>

          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Conversation Insights</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Account, Contact, Opportunity, OpportunityHistory, OpportunityStage, User,
            VoiceCall, VideoCall, VideoCallRecording, VoiceCallRecording, VideoCallParticipant,
            meeting data</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">N/A</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">Yes</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Product" class="slds-cell-wrap" rowspan="6" style="vertical-align:top;" headers="d8262e69 ">Einstein Features (Einstein applications included in versions of
            Sales Cloud)</td>

          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Activity Capture - Email Insights</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">User email</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">N/A</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">Yes</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Activity Capture - Recommended Connections</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">User email and events (recipient and participant metadata only)</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">N/A</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Deal Insights (available in Pipeline Inspection only)</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">
            <p>Same as (based on admin configuration): </p>
            <p style="margin-bottom:0;">Einstein Activity Capture - Email
              Insights, Einstein Conversation Insights, Einstein Opportunity Scoring,
              Case</p>
          </td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">N/A</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Opportunity Scoring</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">
            <p>Account, Contact, CurrencyType, Event, EventRelation, Lead, Opportunity,
              OpportunityContactRole, OpportunityFieldHistory, OpportunityHistory,
              OpportunityLineItem, OpportunityScore, OpptyScoringAIApplicationConfig,
              OpportunityStage, OpportunityTeamMember, PIAIApplicationConfig, PricebookEntry, Quote,
              RecordType, SalesAIScoreCycle, SalesAIScoreModelFactor, TaskOrganization,
              PermissionSet, PermissionSetAssignment, PermissionSetLicense,
              PermissionSetLicenseAssign, User, UserRole, Profile, OrgWideEmailAddress, MLModel,
              AIRecordInsight, AIInsightValue, AIInsightReason, SalesAIScoreCycle,
              SalesAIScoreAIFactor, AIApplication, MLPredictionDefinition, VoiceCall, VideoCall,
              VideoCallParticipant, OpportunitySplitType, OpportunitySplit objects, Product2,
              Product2History, Enterprise Territory Management objects, OpportunityLineItemSchedule,
              QuoteLineItem, Quote, Order, OrderItem, Contract, ContractLineItem, Invoice,
              InvoiceLine, Asset, AssetTag, Product2, ProductMedia.</p>
            <p>If Einstein Activity Capture
              is enabled: User emails, email insights, meeting data (events).</p>
            <p style="margin-bottom:0;">If Einstein
              Conversation Insights is enabled: Insights.</p>
          </td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">Opportunity score user interaction feedback such as opportunity score rendered,
            hover on list view, and record home page</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">Yes</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Automatic Contact Creation</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Contact, User emails, events</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">N/A</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Contact Suggestions on Seller Home</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Contact, User emails, events</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">N/A</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Product" class="slds-cell-wrap" rowspan="7" style="vertical-align:top;" headers="d8262e69 ">Einstein Generative AI for Sales</td>

          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Automatic Contact Enhancements</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Contact, User emails</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">N/A</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">Yes</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Account Research</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Account</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">N/A</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">Yes</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Sales Emails</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Account, Contact, Lead, Product, and User</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">Email, Engagement data based on send clicks</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">Yes</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Call Summaries</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Video Call, Voice Call</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">Engagement data based on summaries processed</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">Yes</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Call Explorer</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Video Call, Voice Call</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">Engagement data based on questions asked</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">Yes</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Sales Signals</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Video Call, Voice Call</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">Engagement data based on conversations processed</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">Yes</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Generative Conversation Insights</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Video Call, Voice Call</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">Engagement data based on calls processed for insights</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">Yes</td>

        </tr>
        <tr class="">
          <td data-label="Product" class="slds-cell-wrap" rowspan="4" style="vertical-align:top;" headers="d8262e69 ">Sales Cloud Einstein</td>

          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Automated Contacts (<a href="https://help.salesforce.com/s/articleView?id=001790617&amp;language=en_US&amp;type=1" target="_blank">retiring February 2025</a>)</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">ContactSuggestionInsight, OpportunityContactRoleSuggestionInsight,
            RecordRecommendation, PredictionDefinition, Contact, Lead, AccountTeamMember,
            EntitySubscription, Event, EventRelation, Task, Account, Opportunity,
            OpportunityHistory, OpportunityContactRole, OpportunityTeamMember, Organization,
            PermissionSet, PermissionSetAssignment, PermissionSetLicense,
            PermissionSetLicenseAssign, User, UserRole, Profile, OrgWideEmailAddress, RecordType,
            CurrencyType. If Einstein Activity Capture is enabled: User email and
            meetings.</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">Contact suggestion insights, opportunity contact role suggestion insights user
            interaction feedback such as contact suggestion insights rendered, dismiss, undo
            dismiss, expand, collapse, open dropdown menu, review suggestion, reject suggestion on
            Lightning Platform and Record Home</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Forecasting</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Same as Einstein Opportunity Scoring with the following additional entities:
            Individual, Period, ForecastingPrediction, ForecastingPredictionElement,
            ForecastingPredictionReason, ForecastingPredictionTrend, ForecastingType,
            OpportunitySplit, OpportunitySplitType, FiscalYearSettings,
            ForecastingSegmentationConfig, ForecastingTunerConfig, PeriodType, ForecastingQuota,
            ForecastingSourceDefinition, ForecastingTypeSource, ForecastingFilter,
            ForecastingFilterCondition</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">Forecasting prediction user interaction feedback such as forecasting prediction
            rendered, hover, and click prediction cell.</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">No</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Lead Scoring</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">Lead, LeadHistory, Task, Event, Account, Contact, RecordType, Organization,
            LeadIQConfiguration, AIApplication, AIModelDefinition, MLPredictionDefinition,
            MLDataDefinition</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">Lead score user interaction feedback such as lead score rendered, hover on list
            view, and record home page.</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">Yes</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">No</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Activity Capture –Email Insights, Einstein Activity Capture–Recommended
            Connections, Einstein Opportunity Scoring</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">See Einstein Features</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">See Einstein Features</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">See Einstein Features</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">See Einstein Features</td>

        </tr>
        <tr class="">
          <td data-label="Product" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d8262e69 ">Sales Engagement</td>

          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Activity Capture – Email Insights, Einstein Activity Capture
            –Recommended Connections</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">See Einstein Features</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">See Einstein Features</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">See Einstein Features</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">See Einstein Features</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Einstein Conversation Insights</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">See Einstein Conversation Insights</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">See Einstein Conversation Insights</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">See Einstein Conversation Insights</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">See Einstein Conversation Insights</td>

        </tr>
        <tr class="">
          <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e72 ">Lead Scoring</td>

          <td data-label="Customer Data and Salesforce Objects Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e75 ">See Sales Cloud Einstein</td>

          <td data-label="Usage Data Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e78 ">See Sales Cloud Einstein</td>

          <td data-label="Global Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e81 ">See Sales Cloud Einstein</td>

          <td data-label="Generative AI Model Used" class="slds-cell-wrap" style="vertical-align:top;" headers="d8262e85 ">See Sales Cloud Einstein</td>

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