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Guidelines for Using the Activities Analytics Dashboard
Einstein Activity Capture includes access to the Activities dashboard, which is built on CRM Analytics. The Activities dashboard shows a summary of your sales activities, including ones added manually to Salesforce and ones added by Einstein Activity Capture. Review keys details about the dashboard, including how activity fields are used.
Required Editions
| Available in: Lightning Experience |
| Available with Einstein Activity Capture Standard, which is available in Professional, Enterprise, Performance, and Unlimited Editions |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition |
| Available with Inbox, which is available in Professional, Enterprise, Performance, and Unlimited Editions |
| Available with Sales Engagement, which is available in Performance and Unlimited Editions, and 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 |
General
- After Einstein Activity Capture is enabled, the Activities dashboard is created.
- To access the Activities dashboard, API access is required. If you use Professional Edition, you must purchase API access.
- To access the Activities dashboard with Revenue Intelligence, you must have the Revenue Intelligence Admin permission set.
- To use Activities dashboard, you must enable Data Sync and Connections.
- Some Einstein Activity Capture users have read-only access to the Activities dashboard. For more information, see Give Users Access to the Activities Analytics Dashboard.
- The Activities templated app doesn’t support customizations, including changes to dashboards, dataflows, and recipes or use of the datasets in custom assets.
Activities
- If you have Einstein Activity Capture Standard, 90 days of data appear on the Activities dashboard. If you have Einstein Activity Capture through Performance or Unlimited editions or an add-on license, 180 days of data appear on the dashboard. For more information, see Differences Between Einstein Activity Capture Editions.
- When you use role hierarchy, users see data for activities that they’re involved in and activities that users below them in the role hierarchy own. If you don’t use role hierarchy, users can see data for all activities in the Activities dashboard dataset.
- It takes up to 24 hours to see email data in the dashboard.
- When you sync or capture events, you see event details and Salesforce records associated with attendees’ email addresses on the external calendar event on the Activities dashboard.
- When you sync or capture an event that has only internal attendees, it doesn’t appear on the Activities dashboard.
- When you create an event using the Salesforce calendar, and the event doesn’t have a counterpart in your external calendar, the event doesn’t appear on the Activities dashboard. However, if the event has only internal attendees, it does appear on the Activities dashboard.
- Events, tasks, and email messages that aren’t synced or captured appear on the Activities dashboard, and are associated with Salesforce records using these fields: Account Name, Assigned To, Name, Related To.
- When you enable shared activities, you see event details and event attendees who are Salesforce users, contacts, or leads on the Activities dashboard. For more information, see Considerations for Enabling Shared Activities.
- Only past events appear on the Activities dashboard.
- You can’t filter the Activities dashboard by queues that own activities.
Activity Fields
The following fields are used in the Activities dashboard dataset.
Multivalue fields aren’t fully supported in ValuesTable. The Activities dashboard shows only one value in the array, not the full list of values.
| Field Label (Field Name) | Description | Is a Multivalue Field |
|---|---|---|
| Account Id (Accounts.Account.Id) | Represents the ID of the account that’s related to the activity. For activities that are Salesforce records, the account is related to the activity using the Name or Related To field. For captured activities, the account is related to the activity by the contact’s email address. These activities can also be related to accounts using other Salesforce objects. |
Yes |
| Account Name (Accounts.Account.Name) | Represents the name of the account that’s related to the activity. | Yes |
| Activity Date (Activity_Date) | For tasks, represents the completed date. For emails, represents the email sent date. For events, represents the start date. This field has a timestamp set in the Coordinated Universal Time (UTC) time zone. |
No |
| Activity Id (Activity_Id) | Represents the ID of the activity. | No |
| Activity Type (Activity_Type) | Represents the type of activity. Types include email, event, task, and subtask. | No |
| All Related Id (AllRelated.Related.Related_Id) | Indicates the ID of the record that’s related to the activity. | Yes |
| All Related Name (AllRelated.Related.Related_Name) | Indicates the name of the record that’s related to the activity. | Yes |
| All Related Type (AllRelated.Related.Related_Type) | Indicates the type of record that’s related to the activity. Available types are account, contact, contract, lead, opportunity, and quote. | Yes |
| Customer (OtherPeople.Person.Person_Name) | The name of the contact or lead who’s related to the activity. For activities that are Salesforce records, the Name field is used. For captured activities (ones that aren’t Salesforce records and appear only on the activity timeline), the email address is used. |
Yes |
| Opportunity Id (RelatedOpportunities.Related_Id) | The ID of the opportunity that’s related to the activity. | Yes |
| Opportunity Name (RelatedOpportunities.Related_Name) | The name of the opportunity that’s related to the activity. | Yes |
| Person Id (OtherPeople.Person.Person_Id) | The ID of the contact or lead who’s related to the activity. For activities that are Salesforce records, the Name ID field is used. For captured activities (ones that aren’t Salesforce records and appear only on the activity timeline), the email address is used. |
Yes |
| Person Type (OtherPeople.Person.Person_Type) | Indicates whether the person related to the activity is a contact or lead. | Yes |
| Related Id (Related.Related.Related_Id) | The ID of the account, contract, lead, opportunity, or quote that’s related to activity. An account ID is included only if the account is in the activity’s Related To field. | Yes |
| Related Name (Related.Related.Related_Name) | The name of the account, contract, lead, opportunity, or quote that’s related to activity. An account is included only if the account is in the activity’s Related To field. | Yes |
| Related Type (Related.Related.Related_Type) | Indicates whether the record related to the activity is an account, contract, lead, opportunity, or quote. Account is listed only if the account is in the activity’s Related To field. | Yes |
| Role Hierarchy (Users.Roles.Role.RoleHierarchy) | When you use role hierarchy, this field represents the ID of the ancestor role of the activity owner or participant. | Yes |
| Source Id (Source_Id) | Represents the activity source. For activities that are Salesforce records, the value is either core:tasks or core:events. For captured activities (ones that aren’t Salesforce records and appear only on the activity timeline), the value is siqs3:* |
No |
| Source Hash (Source_Hash) | For activities that are Salesforce records, the field is empty. For captured activities (ones that aren’t Salesforce records and appear only on the activity timeline), the field represents the hash of the s3 file containing the activity. |
No |
| User (Users.Person.Person_Name) | Represents the name of the activity owner or participant. | Yes |
| User Id (Users.Person.Person_Id) | Represents the ID of the activity owner or participant. | Yes |
| User Parent Role Name (Users.Roles.Role.ParentRole.UniqueName) | When you use role hierarchy, this field represents the role above the activity owner or participant. | Yes |
| User Role Name (Users.Roles.Role_UniqueName) | When you use role hierarchy, this field represents the role of the activity owner or participant. | Yes |
