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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.
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 |
| Where to Use Activity Metrics Fields | Details |
|---|---|
| List views | Create or edit a list view. Select the Activity Metrics fields to include. When
displayed on list views, Activity Metrics fields are indicated by  . |
| Record page layouts | Create a custom formula field that points to an Activity Metric field. Then add it to your page layout. |
| Reports | Create a report and add the Activity Metrics fields. |
| Flow Builder or Process Builder | Create a flow or process that includes Activity Metrics fields. Unlike most field updates, changes to activity metrics field values don’t trigger flows or processes. Instead, activity metrics field values can be used to evaluate rule criteria for actions. For example, when opportunities move to the Proposal or Price Quote stage, use the Inactive Days or Last Activity Date field to send an email alert to opportunity owners. |
| Field | Description | Process Builder and Triggers | Formula Field |
|---|---|---|---|
| First Call Date | The date when the earliest call was made through Sales Dialer or a computer-telephony integration solution that logged the call to Salesforce. This field is available only to Sales Engagement users. |
[object].ActivityMetric.FirstCallDateTime
|
|
| First Email Date | The date when the earliest email was sent or received. This field is available only to Sales Engagement users. |
[object].ActivityMetric.FirstEmailDateTime
|
|
| Inactive Days | The number of days since the most recent activity was completed This field is derived from the Last Activity Date field. |
For example, create a trigger that notifies a user when there isn’t any activity on an account for a certain amount of time. |
This formula calculates the difference between the current date and the date of the last activity. |
| Last 7 Days Activities | The number of activities completed in the last 7 days |
[object].ActivityMetricRollup.TotalActivities7Days
|
|
| Last 30 Days Activities | The number of activities completed in the last 30 days |
[object].ActivityMetricRollup.TotalActivities30Days
|
|
| Last Activity Date | The date when the most recent activity was completed |
[object].ActivityMetric.LastActivityDateTime
|
|
| Last Call Date | The date when the most recent call was made through Sales Dialer or Inbox |
[object].ActivityMetric.LastCallDateTime
|
|
| Last Email Date | The date when the most recent email was sent or received |
[object].ActivityMetric.LastEmailDateTime
|
|
| Last Email Received Date | The date when the most recent email was received |
[object].ActivityMetric.LastEmailReceivedDateTime
|
|
| Last Email Sent Date | The date when the most recent email was sent |
[object].ActivityMetric.LastEmailSentDateTime
|
|
| Last Event Date | The date when the most recent event was completed |
[object].ActivityMetric.LastEventDateTime
|
|
| Last Task Date | The date when the last task was completed For example, if a task is completed before the due date, the Last Task Date is different from the Due Date. Because tasks show up on the activity timeline according to their due date, inconsistencies can exist between the Last Task Date and what’s on the activity timeline. |
[object].ActivityMetric.LastTaskDateTime
|
|
| Next Activity Date | The date of the next scheduled task or event. Only open tasks within the next 30 days are included. |
[object].ActivityMetric.NextActivityDateTime
|
|
| Today’s Activities | Number of activities closed today |
For example, create a trigger that sends a daily email to Sales Managers with the total number of activities during that day. |
