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            Activity Metrics

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            Activity Metrics

            If you use Einstein Activity Capture, Activity Metrics gives you all the information you need about your activity data. When you include Activity Metrics fields on list views, page layouts, reports, triggers, processes, and so forth, the data reflects activities that were added to Salesforce manually and by Einstein Activity Capture.

            Required Editions

            Available in: Lightning Experience
            Available with Einstein for Sales, which is included in Einstein 1 Sales Edition and available for an extra cost in Enterprise and Unlimited Editions
            Available with Sales Engagement, which is included with Sales in Performance and Unlimited Editions, and available 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
            Note
            Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.
            Important
            Important Starting in Summer ’25, Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard aren’t available unless previously set up. Additionally, data from these reporting tools that appear in other features, including Pipeline Inspection and Einstein Conversation Insights isn’t available unless configured before Summer ’25. If you’re already using Activity 360 Reporting, Activity Metrics, Activities Analytics Dashboard, or related data, you can continue to do so until these tools are retired. To explore email data added by Einstein Activity Capture after Summer ’25, make sure you sync email as salesforce activity and use Salesforce Activity reports. See Considerations for Sync Email as Activity and Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement.
            Note
            Note Some Activity Metrics fields are available to Sales Engagement users without Einstein Activity Capture.
            Activity metrics fields on opportunity record
            Activity metrics fields on list views
            • Turn On Activity Metrics
              After you turn on Activity Metrics, the Activity Metrics fields are available to use on list views, page layouts, reports, triggers, flows, and processes.
            • Activity Metrics Fields
              Activity Metrics fields show a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture. Most of the fields are available to Einstein Activity Capture users after Activity Metrics is turned on. A few fields are available only to Sales Engagement users, regardless of whether they use Einstein Activity Capture. Activity Metric fields are derived from your activity data, so create formula fields when using them on page layouts.
            • Considerations for Using Activity Metrics
              Before getting started with Activity Metrics, review requirements, limits, and other information about how it works.

            See Also

             
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