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Sales Productivity
Assign Einstein Activity Capture to Sales Users

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Assign Einstein Activity Capture to Sales Users

An Einstein Activity Capture permission set includes all the required permissions for access. Assign a permission set to users then, during setup, add users with permission to an Einstein Activity Capture configuration.

Required Editions

Available in: Lightning Experience
Available with Sales in: Professional, Enterprise, Performance, and Unlimited Editions
Note
Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.
User Permissions Needed
To assign permission sets: Assign Permission Sets
To create permission sets: Manage Profiles and Permission Sets

Sales Engagement (Premium) licenses provide access to Einstein Activity Capture permission sets. The Sales Engagement Basic User permission set doesn’t provide access to Einstein Activity Capture.

There are two permission sets for Einstein Activity Capture. Einstein Activity Capture Standard is available for 100 users. To grant access to more users, use the Standard Einstein Activity Capture (Additional User) permission set.

Important
Important The Standard Einstein Activity Capture permission set is for users who don’t have a Sales Cloud Einstein, Inbox, or Sales Engagement license. Einstein Activity Capture Standard isn’t available for Salesforce Government Cloud customers.
  1. From Setup, enter Permission Sets in the Quick Find. Then, select Permission Sets.
  2. Click the Standard Einstein Activity Capture permission set.
  3. Click Manage Assignments and assign the permission set to users.

Assigning the permission set is only part of giving users access. To connect their email and calendar accounts, users who don’t use Inbox must also be added to an active Einstein Activity Capture configuration. To add users to a configuration, see Define Which Data to Capture Through an Einstein Activity Capture Configuration

See Also

 
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