Set Up Einstein Activity Capture for Your Team

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.

Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.

To set up Einstein Activity Capture, complete all of these steps in order. Make sure you review all considerations before you get started.

• Setup Considerations for Einstein Activity Capture
  Before you begin the setup process, review the limitations, supported environments, and all the considerations.
• Give Users Access to Einstein Activity Capture
  Assign each user an Einstein Activity Capture license and a permission set. Then, make sure users are included in a configuration. Missing any of these can cause connection and access issues.
• Connect Email and Calendar Accounts to Einstein Activity Capture
  Before Einstein Activity Capture can access users’ email and calendar data, connect Salesforce to your email account. The choices of how to connect and authenticate users depend on which email and calendar application you use.
• Define Which Data to Capture Through an Einstein Activity Capture Configuration
  Configurations determine which data gets captured and how it flows between Salesforce and your connected account. You create one configuration during the initial setup and you can add more to customize data capture and sync behavior for specific users or profiles. By default, Einstein Activity Capture syncs events and contacts bi-directionally, though you can edit these settings at any time.
• Exclude Emails and Events from Einstein Activity Capture
  Set up org-wide exclusions to control which emails and calendar events are captured and stored. Exclude emails and events from specific addresses and domains, and filter emails based on keywords and sensitive content. Adding exclusions doesn’t remove previously captured emails or synced events. Exclusions only filter incoming data after the value is saved.
• How Activity Sharing for Einstein Activity Capture Works
  Use activity sharing rules to manage how users see and share captured event data. If Sync Email as Salesforce Activity is turned on, activity sharing rules also control the visibility of captured email data. If captured email isn’t synced as activity data, use Einstein Activity Capture settings to manage data sharing.
• Enable More Features for Einstein Activity Capture and Inbox
  Einstein Email Insights and Recommended Connections make it easy for sales reps to move deals in the right direction.
• Test, Monitor, or Reset Configurations
  If you run into problems with Einstein Activity Capture, review our troubleshooting suggestions.