Assign Einstein Activity Capture Standard to Sales Users
The Einstein Activity Capture Standard permission set is already created for you and
includes all the permissions to use it. All you need to do is assign the permission set to
users.
Required Editions
Available in: Lightning Experience
Available with Sales in: Professional, Enterprise,
Performance, 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 assign permission sets:
Assign Permission Sets
To create permission sets:
Manage Profiles and Permission Sets
Important The Standard Einstein Activity Capture permission set is for users who
don’t have a Sales Cloud Einstein, Inbox, or Sales Engagement license. Einstein Activity Capture Standard isn’t available
for Salesforce Government Cloud customers.
From Setup, enter Permission Sets in the Quick Find. Then, select
Permission Sets.
Click the Standard Einstein Activity Capture permission set.
Click Manage Assignments and assign the permission set to users.
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