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Considerations for Using Activity Metrics
Before getting started with Activity Metrics, review requirements, limits, and other information about how it works.
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 We’re reorganizing the Einstein Activity Capture documentation. We’re
moving some information around, but we aren’t deleting anything.
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.
- Activity Metrics is supported in sandbox. However, because the data in a sandbox environment is limited, the activity metrics don’t include existing activity data. Instead, the activity metrics include only activities that were created, updated, or deleted after you enabled Activity Metrics. To see activity metrics for new and existing activities, use a production org.
- You can use Activity Metrics fields with accounts, contacts, contracts, leads, and opportunities. Quotes aren’t currently supported.
- On accounts, contacts, leads, opportunities, and person accounts, the Last Activity field doesn’t include emails and events that were added by Einstein Activity Capture. We recommend that you remove the Last Activity field from the page layouts for those objects. Instead, use Activity Metrics to add the Last Activity Date field to page layouts.
- Activity Metrics fields are available in standard reports, but not in custom report types.
- Activity Metrics fields are updated in near real-time, but sometimes it takes longer.
- By default, Einstein Activity Capture identifies the domain used in the admin’s email address as an internal domain. If your company uses more than one internal domain, add all internal domains to the excluded list before you turn on Activity Metrics.
- Activity Metrics calculations include activities that are 6 months and later, starting from the date when Activity Metrics was enabled. For entities with no activity in the last 6 months, Activity Metrics shows the last activity timestamp that’s older than 6 months.
- If you don’t use contracts with Einstein Activity Capture, the activity metrics fields for contracts are available but don’t show data when used.
- Email and events that Einstein Activity Captures users don’t share are counted with activity metrics data. Therefore, some users don’t see activities on the activity timeline even though those activities are included in the activity metrics data.
- If you change the parent account for objects other than contacts and opportunities, the activity metrics data continues to reflect the original account. Therefore, the activity metrics data can be incorrect.
- If you use a private sharing model for contacts, the activity timeline on account and opportunity records sometimes shows emails for related contacts that users don’t have access to. However, users still can’t access the related contact records.
- For the Last Email Received Date and Last Email Sent Date fields, Activity Metrics calculates emails as sent or received using your company's internal domains. If an email isn't sent or received by an internal domain, Activity Metrics doesn't use it to calculate the Last Email Received Date and Last Email Sent Date fields.
Prerequisites
- To use Activity Metrics, you must have less than 3 million total accounts, contacts, contracts, leads, and opportunities.
- You must have at least one licensed Einstein Activity Capture user. Then, all Salesforce users in your company can use the activity metrics fields. If you have only Standard Einstein Activity Capture users, you can’t use Activity Metrics.
- If you plan to use Shared Activities, turn it on before you turn on Activity Metrics. This sequence helps keep the activity data consistent in Salesforce.
Turning On and Off
- Although Activity Metrics must be turned on in Lightning Experience, Activity Metrics fields are available in Lightning Experience and Salesforce Classic.
- The procedure for turning off Activity Metrics differs depending on whether Activity 360 Reporting is enabled. To turn off Activity Metrics when Activity 360 Reporting is enabled, contact Salesforce Customer Support. If Activity 360 Reporting isn’t enabled, turn off the Activity Metrics switch in Einstein Activity Capture Settings in Setup.
See Also
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