Manage Activities Owned by Inactive Einstein Activity Capture Users
Einstein Activity Capture automatically adds email and events to the activity timeline
of related Salesforce records. When an Einstein Activity user becomes an inactive Salesforce user,
you can make sure their activities, including private ones, are available to others.
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 log in as another user:
Modify All Data
To edit group layouts
Customize Application
To determine who needs access to the inactive user’s activities, check with the inactive
user’s manager.
If the manager wants only some users to have access to the activities:
Create a private Chatter group and enable email and event sharing. Add everyone to the group who
needs access to the inactive user’s email and events.
Log in as the inactive user and go to their Einstein Activity Capture sharing settings.
Change the sharing settings so that email and events are shared with the Chatter group you
created.
Go to individual activities in the activity timeline. Manually change email and events so
that they’re shared with the Chatter group you created.
If the manager wants all users to have access to the activities:
Log in as the inactive user and go to their Einstein Activity Capture sharing settings.
Change the sharing settings so that email and events are shared with everyone.
Go to individual activities in the activity timeline. Manually change email and events so
that they’re shared with everyone.
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