You are here:
Understand and Plan for Einstein Activity Capture User Permissions
To complete your migration to Einstein Activity Capture, your users must be assigned an Einstein Activity Capture user permission. Until you do, your users’ contacts and events continue syncing with Lightning Sync, and users don’t get access to Einstein Activity Capture features. See which licenses include the user permission, and what users get with the different types.
Einstein Activity Capture users are required to be assigned one of these user permissions:
- Use Einstein Activity Capture Standard
- Use Einstein Activity Capture
This table shows which licenses include an Einstein Activity Capture user permission.
| User permission | Which licenses have it |
|---|---|
| Use Standard Einstein Activity | Included with the purchase of Sales on the standard Salesforce license. This gives users access to Einstein Activity Capture Standard features. See What is Einstein Activity Capture Standard |
| Use Einstein Activity Capture | Included with Performance and Unlimited editions and these add-on licenses:
Users with Performance and Unlimited editions or add-on licenses get additional features. See What is Einstein Activity Capture Standard? |
Resources for Exploring Your Users’ Licenses and Permission Assignments
- To see a list of all the licenses in your org (assigned and available) see View Your Organization’s User Licenses.
- To see a list of which users are assigned to a certain user permission, view your permission sets from Setup. Then open the permission set you’re interested in, and click Manage Assignments..
- If you assigned your Lightning Sync users to configurations by profile instead of individually, you also must explore who is assigned to each user profile. See View a Profile’s Assigned Users.
- To see the licenses and perms assigned user-by-user, view the user’s profile. From Setup, in the Quick Find box, enter Users, and then select Users. Click a users’ profile to view it. To see what license a user has, check out the User License field. To see what user permissions they’re assigned to, see the Permission Set Assignments related list. To see what add-on licenses they’re assigned to, check out the Permission Set License Assignments related list.
