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Data Storage and Usage
When a Google or Microsoft account connects, Einstein Activity Capture captures and stores an initial amount of historical data on Activity Platform Hyperforce infrastructure.
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 |
Over time, Salesforce retains a defined amount of Einstein Activity Capture data, guided by the org’s data retention settings. Einstein Activity Capture can automatically capture email, meeting, and contact data from connected user mailboxes based on the configuration. The Activity Platform Hyperforce on AWS processes this data and syncs your data to store in your Salesforce main instance.
Data Storage Location
With Einstein Activity Capture, admins can configure automatic capture of three types of data from users’ inboxes: Email, Event, and Contact. Salesforce ingests and stores data types enabled for auto-capture for a user. Here’s how Einstein Activity Capture manages each data type.
- Email Capture: When Sync Email as Salesforce Activity is turned on, Salesforce syncs email data in the Salesforce main instance as Activity and Email Message records. The Activity Platform Hyperforce infrastructure stores and processes email data temporarily for up to 30 days. If Sync Email as Salesforce Activity isn’t turned on, email data is exclusively stored on the Activity Platform Hyperforce infrastructure, and not in your Salesforce main instance.
- Event Capture: The Activity Platform Hyperforce infrastructure stores meeting data, which is subject to a data retention period. Einstein Activity Capture syncs and stores this meeting data as Event records in the Salesforce main instance, which is subject to platform data retention policies. Activity timeline and operational reports include synced event records. You can receive Salesforce platform support for these Event records. The Activity Platform Hyperforce infrastructure retains event data.
- Contact Capture: Salesforce stores contact data as Contact records on the main Salesforce instance. You can use Salesforce platform support for these Contact records. The Activity Platform Hyperforce infrastructure doesn’t store contact data.
Review the details of the data that the Activity Platform Hyperforce infrastructure stores and uses for Einstein Activity Capture.
| What Hyperforce Captures and Stores | Additional Details | Data Usage |
|---|---|---|
| Calendar events | Calendar events include all event data that comes from users’ connected Microsoft or Google accounts. They don’t include event attachments. | Einstein Activity Capture uses the data to create Salesforce Event records in the activity timeline and the Salesforce calendar. |
| Contact details | The details include contact data from what’s displayed in the Contact Profile page from Gmail, Exchange, or Salesforce. | Salesforce features such as Einstein Email Insights use Contact data. |
| Email accounts | The information includes details about users’ connected Microsoft or Google accounts, including email address, server, and domain. | Einstein Activity Capture uses the data to connect users’ email accounts to Salesforce. |
| Email attachments | The metadata for email attachments is included. For Einstein Activity Capture, the activity timeline doesn’t store or display attachments. For Inbox, the Send Later feature stores the attachments until the email is sent. During Inbox’s email send action, Salesforce passes the email message ID to dynamically fetch email attachments from a Google or Exchange server. |
Einstein Activity Capture doesn’t currently use the attachment metadata. |
| Email header, email body, and metadata | The email messages are from users’ connected Microsoft or Google accounts. The email elements that are stored include Subject, From, To, CC, Body, and sent date. If Sync Email as Salesforce Activity is enabled, internal emails and excluded emails aren’t stored. |
Einstein Activity Capture uses the data to add emails to the activity timeline of related Salesforce records. Email Insights, available with Inbox and Einstein Activity Capture, uses the data to create classifications. Recommended Connections, which is available with Inbox and Einstein Activity Capture, uses the data to generate suggestions. If Sync Email as Salesforce Activity is turned on, users can choose to exclude Subject and Body from being added to Salesforce. |
| Passwords and OAuth tokens | The OAuth refresh and access tokens are used to connect users’ Google or Microsoft accounts to Salesforce. When users connect their account to Salesforce with OAuth 2.0, we don’t store their passwords. So, if they change their email password after connecting their account to Salesforce, they don’t reauthenticate against Google or Microsoft. For users who use on-premises Exchange email accounts that use password authentication, we store their passwords. |
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Salesforce records Activity Platform Hyperforce Infrastructure captures and stores the Salesforce records when Sync Email as Salesforce Activity isn’t enabled. |
The records also include metadata, such as permissions, fields, and page layouts for records such as contacts, leads, and opportunities. Inbox stores metadata for records for up to 24 hours. Einstein Activity Capture stores metadata for records until you delete the data in Salesforce. When you delete the data in Salesforce main instance, it’s also removed from Activity Platform Hyperforce infrastructure servers. |
To associate emails with related Salesforce records, Einstein Activity Capture copies email addresses from contact and lead records and stores them on Hyperforce servers. |
| User settings | The user settings include the user’s personal settings from Inbox or Einstein Activity Capture. |
