Test, Monitor, or Reset Configurations

If you run into problems with Einstein Activity Capture, review our troubleshooting suggestions.

Available in: Lightning Experience

Available with Sales in: Essentials, Professional, 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 in Professional, Enterprise, Performance, and Unlimited Editions

Available with Sales Engagement, which is available for an extra cost in: 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.

• Monitor Einstein Activity Capture Operations
  Use the Einstein Activity Capture Status and Metrics page to monitor user connections and status, and review event and email sync reports.
• Get Notified When Users’ Connections Are in Trouble
  As a Salesforce admin, you can receive notifications in the app and by email when your users’ Einstein Activity Capture connections have a status of Disabled or Needs Attention. Notifications can help you reduce your support queue and increase user satisfaction by helping you resolve issues early.
• Test a User’s Einstein Activity Capture Sync Status
  If you connect to Einstein Activity Capture using an org-level connection or service account, you can test whether a user’s contacts and events are syncing properly. If a problem occurs, you can reset the user. We also show you that the user accepted the Einstein Activity Capture terms of service and you can send a reminder.
• Test Whether Users Are Visible by Your Service Account
  If you connect to Einstein Activity Capture using a service account, you can check whether the service account has access to a specific user’s data.
• Enable or Disable Einstein Activity Capture
  After you complete the Einstein Activity Capture setup flow, the feature is turned on. However, you can enable and disable the feature as needed.
• Reset Einstein Activity Capture
  Reset the feature to change the email and calendar service that you use with Einstein Activity Capture or the authentication method used in the connection. To use Einstein Activity Capture after a reset, complete the setup process again.
• Manage Activities Owned by Inactive Einstein Activity Capture Users
  Einstein Activity Capture automatically adds email and events to the activity timeline of related Salesforce records. When an Einstein Activity user becomes an inactive Salesforce user, you can make sure their activities, including private ones, are available to others.