Using Emails Without Sync Email as Salesforce Activity in Einstein Activity Capture

General

• When emails move from the connected account to Salesforce, they don’t become Salesforce records. Therefore, emails aren’t available in standard reports and don’t appear on the My Unresolved Items page. For more details, see How Einstein Activity Capture Works
• Depending on how your Salesforce admin set up Einstein Activity Capture, you could be prompted to connect your email and calendar to Salesforce. Until you do so, you can’t send emails in Lightning Experience.
• After you connect your email and calendar account to Salesforce, it takes up to 24 hours for your emails to be added to related Salesforce records. New emails are added to Salesforce records in near real-time, but sometimes it takes longer.
• By default, emails sent 180 days before a user’s account is connected to Salesforce are added to the activity timeline of related records. To change this timeframe, admins can adjust the Filter by Sent Date value when creating a configuration or later on the configuration’s Advanced Settings tab. When editing the value on an existing configuration, the new value doesn’t apply to users in the configuration who already have an account connected.
  

  Tip If you used to manually log emails to Salesforce, you can avoid seeing duplicate emails on the activity timeline by having your admin change the value to 0 days.
• If you have the same value for an org-wide email address and a connected account, the org-wide email address is used to send the email.
• When sending emails from Salesforce, Einstein Activity Capture users can include up to 50 attachments. The attachments can’t include executable files, such as .pkg and .js files, as attachments.
• When sending emails from the connected email account, file attachments aren’t added to Salesforce records and can’t be viewed in Salesforce.
• Emails sent to a distribution list or group are captured if a member of that list is an Einstein Activity Capture user and the To or CC fields include an external address with a matching Salesforce record.
• When using Einstein Activity Capture, automatic bcc isn’t supported.
• Custom objects aren’t supported. When emails are sent from a custom object, the email is added to the activity timeline of the associated contact.
• The Assistant doesn’t always work as expected. For example, alerts in the Assistant don’t reflect emails added to Salesforce with Einstein Activity Capture. Also, emails that you send from the Assistant don’t go through your connected email account.
• Einstein generative AI features, including Agentforce Lead Nurturing, are unavailable when Sync Email as Salesforce Activity is turned off.

Activity Timeline

• Emails that Einstein Activity Capture users send and receive are automatically added to the activity timeline of the following related records: business accounts, person accounts, contacts, contracts, leads, opportunities, and quotes. Emails aren’t shown in the Related Lists activities view.
• Emails sent from Salesforce are added to the activity timeline of related records. If your Einstein Activity Capture configuration has emails enabled, it can take longer for emails sent from Salesforce to appear on the activity timeline. While Einstein Activity Capture adds emails sent from Salesforce to the activity timeline, users don’t see details in the email on the activity timeline.
• The data used to relate an email to a record varies based on the record. For an email to be associated with a record, the email must occur within a specific date range.

  Record	Data	Date Range	Notes
  Business account	Directly related contacts A direct relationship is between a contact and its primary account. The primary account is listed in the Account Name field of the contact record. Emails and events from the first 50 directly related contacts are added to the account’s activity timeline.	None	None
  Person account	Email address from standard Email field	None	None
  Contact	Email address from standard Email field	None	If multiple contacts have the same email address, Salesforce adds related events to both records.
  Contract	Contract contact role	Activities begin 30 days before the contract’s created date. Activities end 30 days after the activation date (for active contracts) or 30 days after the current date (for inactive contracts).	From the Einstein Activity Capture settings, click Edit Records next to the Records That Activities Are Added To setting. Then add contracts.
  Lead	Email address from standard Email field	All activities that occur up until the date the lead is converted are added to the lead record. After the lead is converted, all activities are transferred to the contact record.	If multiple leads have the same email address, Salesforce adds related events to both records.
  Opportunity	Opportunity contact role	Activities begin 60 days before the opportunity’s created or closed date, whichever is earlier. Activities end 60 days after the current date (for open opportunities) or 60 days after being closed (for closed opportunities). If Activity 360 Reporting is enabled, these date ranges don’t apply. Only emails after Activity 360 Reporting was enabled are associated with opportunities.	None
  Quote	Email address from the standard Email field in the Prepared For section	Activities begin no earlier than the quote’s created date. Activities end no later than the quote’s expiration date.	From the Einstein Activity Capture settings, click Edit Records next to the Records That Activities Are Added To setting. Then add quotes.

• Related emails are grouped, also known as threaded, in the activity timeline. Users without Einstein Activity Capture continue to see emails individually.
• The filter options differ from what users without Einstein Activity Capture see. For example, Einstein Activity Capture users have a filter option to show only emails that have insights.
• The All Activity History tab doesn’t include emails added to Salesforce with Einstein Activity Capture.
• If two or more contacts or leads have the same email address, Salesforce adds related emails to both records.
• Einstein Activity Capture can associate an email to up to 50 contact records. If the combined number of email addresses in the To and CC fields exceeds this limit, only the first 50 unique addresses are processed.
• If you change the address in the standard email field on an account, person account, lead, contact, opportunity, or user record, the visibility of the email history is different based on the use of Activity 360 Reporting.
  • If Activity 360 Reporting isn’t turned on: The email history with the old email address isn’t visible, but emails with the new email address are. The data is saved for the retention period and is available again if you change back to the original email address.
  • If Activity 360 Reporting is turned on, the email history already associated with the record stays associated to the record. New emails will be associated based on the new email address of the record.
• For emails you send or receive, you can remove some or all the associations between an email and related records, or add new associations. For example, Einstein Activity Capture adds your sent email to the activity timeline of an opportunity record. But you determine that the opportunity doesn’t have much to do with that email, so you remove the association to it. Then you search for and add an association to a more relevant opportunity.

API

When emails are sent through the SendEmail API, such as by Apex or SOAP, how the emails are logged as activities varies.

• For users who don’t use Einstein Activity Capture and haven’t authenticated with OAuth, emails are logged as activities and shown in a record’s activity history.
• For users who don’t use Einstein Activity Capture and have authenticated with OAuth, emails are logged as activities and shown in a record’s activity history.
• For Einstein Activity Capture users who haven’t authenticated with OAuth, emails are logged as activities and shown in a record’s activity history.
• For Einstein Activity Capture users who have authenticated with OAuth, emails aren’t logged as activities and shown in a record’s activity history. Instead, Einstein Activity Capture records the activity.