Header Only Email Capture with Sync Email as Salesforce Activity

Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.

When your Salesforce admin turns on Sync Email as Salesforce Activity, they select either header only or entire email as the email capture setting. This setting determines what email data is captured and synced to Salesforce: the sender, recipients, date, and time (header only capture) or the message subject and body in addition to the email header data. Relevant account, opportunity, and contact or lead records get associated with header only emails using only the sender and recipients information.

To override the default, update the Email Capture Setting from your personal settings. Updates to your settings apply only to emails captured after the change. Previously captured emails are unchanged.

After emails sync, they’re shared according to your company’s activity sharing rules.

In the activity timeline, header only emails are displayed with just the sender, recipients, date, and time of the message. Email insights are unavailable for header only emails.

Sometimes, emails captured with header only information might be replaced by full email message information. For example, if an email is captured with the header only on April 17. Then, the configuration is changed to capture the full email message. If email data is resynced starting from April 15, the header only information of the email is replaced with the full email message.

Emails sent by using the Salesforce Email Composer or that are manually logged from Outlook or Gmail are always captured as an entire email message, even if you opt for header-only capture.