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Einstein Activity Capture - Sensitive Emails in the Activity Timeline Show as Private

Дата публикации: Jun 2, 2026
Описание

Einstein Activity Capture (EAC) automatically identifies and hides automated or sensitive emails from the Activity Timeline to prevent accidental data exposure during the sales cycle.

Why Sensitive Emails Are Set to Private

Automated emails often contain sensitive information that sales teams should not see. For example:

  • External vendors may send financial statements, travel itineraries, health benefits, or immigration status information to employees — these emails should not appear in a sales rep's activity timeline for that vendor as a customer account.
  • Emails that appear to come from business contacts may actually be marketing emails sent via automated email services.

To enhance security, Einstein Activity Capture attempts to identify incoming automated emails before they are added to the timeline and sets their sharing to Don't Share. Email owners can review the email content and then decide whether to share it with others or keep it private.

How Einstein Activity Capture Identifies Automated Emails

Einstein Activity Capture uses several signals to classify an email as automated:

  • The email is sent from a no-reply address, a postmaster address, or a generic address (such as payments@, quotes@, or similar)
  • The email appears to have a sender different from the actual sender based on the return path or sender field in the email header
  • The email has a null or blocked return path
  • The email is a mailing list post
  • The email is a calendar event notification (Google only)

Emails That Are Not Set to Private

Some automated replies are considered useful and are not set to private. These include out-of-office replies and email bounce notifications.

Решение
Einstein Activity Capture automatically sets detected automated or sensitive emails to Don't Share to protect sensitive information from being visible to other users on the Activity Timeline.

How to Share a Private Email

If an email has been set to private and the email owner determines it should be shared:
  1. Open the email in the Activity Timeline on the relevant record.
  2. Click the sharing option on the email to change visibility from Private to Shared.
  3. Colleagues who need access to a private email can request access directly from the email owner.
Номер статьи базы знаний

000392958

 
Загрузка
Salesforce Help | Article