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          Turn On Activity Metrics

          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.

          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.
          User Permissions Needed
          To turn on Activity Metrics: Customize Application OR Modify All Data
          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.
          • Activity Metrics must be turned on in Lightning Experience, but Activity Metrics fields are available in Lightning Experience and Salesforce Classic.
          • If you have Activity 360 Reporting enabled, you can’t turn off Activity Metrics. To turn it off, contact Salesforce Customer Support.
          • If you have at least one licensed Einstein Activity Capture user, 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.
          • Some Activity Metrics fields are available to Sales Engagement users without turning on Activity Metrics.
          1. From Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings.
          2. Click the Settings tab.
          3. Make sure that Einstein Activity Capture is on.
          4. Turn on Activity Metrics.

            It can take up to a few days before Activity Metrics fields are ready to use. You receive a notification when the fields are ready. If you have a large amount of data, we recommend that you contact Salesforce Customer Support to turn on Activity Metrics without impacting performance.

          To turn off Activity Metrics when Activity 360 Reporting is enabled, contact Salesforce Customer Support.

           
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