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Give Users Access to the Activities Analytics Dashboard
The Activities dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture. Make sure the dashboard is turned on, and then give users access to it.
Required Editions
| Available in: Lightning Experience |
| Available with Sales in: Professional (when API access is purchased), Enterprise, Performance, and Unlimited Editions |
| Available with Sales Cloud Einstein, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions |
| Available with Inbox, which is available for an extra cost in: Professional (when API access is purchased), Enterprise, Performance, and Unlimited Editions |
| Available with Sales Engagement, which is available for an extra cost in: Enterprise, Performance, and Unlimited 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.
| User Permissions Needed | |
|---|---|
| To turn on the Activities dashboard and give users access to it: | Customize Application OR Modify All Data |
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 If you give sales reps access to the Activities dashboard, sometimes
users see data that’s normally hidden by access settings or field-level
security.
- From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Settings.
- Click the Settings tab, and then turn on Activities Dashboard.
-
Give users access to the Activities dashboard by assigning a permission set. The
license used to access Einstein Activity Capture determines which permission set users
need.
License Permission Set Additional Information Sales Cloud Einstein Select Who Can Use Sales Cloud Einstein Inbox Analytics for Sales Cloud or Inbox With Einstein Activity Capture You can assign the permission set to up to five users. All other Inbox users have read-only access to the Activities dashboard. Users with read-only access can view the dashboard and use the filters, but they can’t clone or edit the dashboard. Sales Engagement Analytics for Sales Cloud You can assign the permission set to up to three users. All other Sales Engagement users have read-only access to the Activities dashboard. Users with read-only access can view the dashboard and use the filters, but they can’t clone or edit the dashboard. Sales Cloud only Standard Einstein Activity Capture The dashboard is read-only. Users can view the dashboard and use the filters, but they can’t clone or edit the dashboard. Revenue Intelligence Select Who Can Use Revenue Intelligence Access to the Activities dashboard is available only to users who have the Revenue Intelligence Admin permission set.
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