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EAC Activity Metrics, Dashboard, Recommended Connections and A360 Reports Retirement

Veröffentlichungsdatum: May 20, 2026
Beschreibung

To unlock powerful platform capabilities like reporting, automation, and Agentforce integration, Einstein Activity Capture is moving to the Sync Email as Salesforce Activity architecture. Because this new architecture stores email data directly as standard Salesforce Activity records, these four legacy features are scheduled for retirement in Spring '27 (February 2027):

  • Activity 360 Reports: Unified reporting across emails, meetings, and tasks using platform data objects

  • Activities Dashboard (Activity Analytics): Visual dashboard of sales rep engagement trends

  • Activity Metrics: Pre-computed engagement metrics on Account and Opportunity records

  • Recommended Connections: Machine learning-based suggestions for contacts a rep should engage with

We recommend transitioning to the standard Salesforce activity reporting and platform capabilities described next before the retirement date.

What does this change mean for me?

After the Spring '27 release (February 2027), these four features will no longer be available in your org:

Feature Being Retired

What It Did

Impact After Retirement

Activity Metrics

Displayed pre-computed email and meeting counts on Account and Opportunity records

Activity Metrics fields no longer populate. Custom code or reports referencing these fields return null values.

Activities Dashboard

Provided a visual analytics dashboard of sales rep engagement trends

The Activities Dashboard is no longer accessible from Einstein Activity Capture setup, and historical dashboard data isn't retained.

Recommended Connections

Suggested contacts a sales rep should connect with based on email and meeting patterns

Recommendations no longer appear on record pages or Seller Home.

A360 Reports

Enabled unified reporting on emails, meetings, and tasks by using platform objects (UnifiedEmail, UnifiedMeeting, UnifiedTask, and their participant objects)

Report types and their underlying objects are retired, meaning existing reports using these objects stop returning data.

Why are these features being retired?

By moving to the Sync Email as Salesforce Activity architecture, your email and event data is now stored directly on the Salesforce platform as standard Activity records. This platform-native approach gives you more capability by unlocking automation, Agentforce integration, and API access.

This architectural shift means:

  • Standard reporting replaces Activity 360 Reports: Email data is now available in standard Activity report types, eliminating the need for separate platform reporting objects.

  • Platform automation replaces Activity Metrics: You can use flows, triggers, and scheduled jobs to calculate engagement metrics tailored to your business.

  • Native analytics replaces Activities Dashboard: Standard Salesforce reports and Tableau provide more flexible, customizable analytics on your Activity data.

  • Enhanced intelligence replaces Recommended Connections: By using invocable actions on activities, you can generate your own list of recommended connections.

What action can I take?

We recommend transitioning before February 2027 using the following alternatives:

Retired Feature

Recommended Alternative

Activity Metrics

Standard Activity Reports: Recreate your activity reporting on Task and EmailMessage objects grouped by Account or Opportunity.

  1. Create a new report using the Activities with Accounts or Activities with Opportunities report type.

  2. Filter by the task subtype (Email, Call, or Event).

For real-time metrics, use flows or scheduled jobs to compute and persist engagement scores into custom fields.

Activities Dashboard

Salesforce Reports & Dashboards: Build custom dashboards using standard Activity report types. For advanced analytics, use Tableau on Activity entity data or export your data by using Activity APIs to third-party tools.


To rebuild your dashboard:

  1. Create a new dashboard.

  2. Add components using Activity report types.

  3. Group the components by Owner, Date, and Account.

Recommended Connections

Contact Insights powered by Invocable actions: Build your own invocable actions and get enhanced suggestions powered by email and call data.

A360 Reports

Standard Activity Report Types: Auto-captured emails are now included in standard report types and appear as standard Tasks. You can also export data by using Data Export or APIs for external analytics.

To rebuild your reports for unified views:

  1. On the Reports tab, click New Report.

  2. Select the Activities report type family.

  3. Choose the Tasks and Events or Activities with Accounts report type.

Timeline for action

  • Now – June 2026: Audit your org for usage of these four features (see "How do I identify affected users?" below).

  • June 2026 – December 2026: Build replacement reports, dashboards, and automations using the alternatives described here.

  • January 2027: Validate your replacements in a sandbox.

  • Spring '27 (February 2027): These four features are retired in production.

What happens if I don't take action?

If you don't transition before Spring '27 (February 2027), you can experience these disruptions:

  • Activity 360 Reports: Report types and their underlying objects (UnifiedEmail, UnifiedMeeting, UnifiedTask, and associated Participant objects) are retired. Existing saved reports using these objects stop returning data.

  • Activity Metrics: Fields return null values. Any custom code, validation rules, or reports referencing these fields fail or return empty results.

  • Activities Dashboard: The dashboard no longer loads, and its historical data isn't preserved.

  • Recommended Connections: Components no longer appear on record pages or Seller Home.

Your underlying email and activity data isn't affected and remains available on the platform by using standard Activity objects. Only the legacy features that consume this data are retiring.

How do I identify affected users?

Check whether these features are turned on in your org:

Feature

Where to Check

Org Preference

A360 Reports

Setup > Einstein Activity Capture > Activity 360 Reporting

UnifiedActivitiesPref

Activities Dashboard

Setup > Einstein Activity Capture > Settings > Settings > Activities Dashboard

ActivityAnalyticsEnabled

Activity Metrics

Setup > Einstein Activity Capture > Settings > Activity Metrics

ActivityIQPref

Recommended Connections

Setup > Einstein Activity Capture > Recommended Connections

AddRcCompToFlexiPages

To find reports using A360 objects:

On the Reports tab, search for reports using the Unified Email, Unified Meeting, or Unified Task report types. You must rebuild these reports using standard activity report types.

To find custom code referencing Activity Metrics:

Search your Apex, flows, and validation rules for references to Activity Metrics fields, for example, the ActivityMetric object.

For more information about Salesforce’s approach to retiring products and features, read the Product & Feature Retirement Philosophy. If you still have questions, refer to Salesforce Help or contact your Salesforce account executive.

Nummer des Knowledge-Artikels

005384640

 
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Salesforce Help | Article