Assign each user an Einstein Activity Capture license and a permission set. Missing
either one can cause connection and access issues.
Required Editions
Available in: Lightning Experience
Available with Einstein Activity Capture Standard in Sales in Starter,
Pro Suite, Professional, and Enterprise Editions
Available with Unlimited Edition, Einstein 1 Sales Edition, and
Agentforce 1 Edition
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
Note We’re reorganizing the Einstein Activity Capture documentation. We’re
moving some information around, but we aren’t deleting anything.
Select Who Can Use Einstein Activity Capture Selecting who can use Einstein Activity Capture is as simple as assigning a permission set to users. The exact steps that you take depend on which license and edition users have. For questions about access to editions and license, contact your Salesforce account executive.
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.
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