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Considerations for Activity 360 Reporting
Learn what to expect when you turn on Activity 360 reporting for Einstein Activity Capture (EAC).
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 |
Activity Data Is Available in Reports After You Turn on Activity 360 Reporting
Only activity data created after Activity 360 reporting is supported for reporting and flows. Historical data isn’t available in Activity 360 reports.
Because Activity 360 reporting starts capturing data only after you enable the setting, recurring events don’t appear automatically. To report on preexisting recurring events, you can edit the recurring event or an instance of the event.
Who Can Access Data in Unified Reports?
Users with an Einstein Activity Capture permission set can view reports on unified activities. For users without an EAC permission set, they can see the same records in reports only if the setting Activity Sharing with Non-Einstein Activity Capture Users is enabled.
Record Visibility and Sharing
Unified reports follow the EAC Sharing and Salesforce sharing models. The activities that a user sees on the activity timeline are consistent with the activities that they can see in these reports. Before turning on unified reports, make sure that you review the email sharing considerations.
For reports where User is the primary object, such as Unified Activities grouped by users, reports respect the role hierarchy sharing model. With no role hierarchy, the user sees only their own records and activities.
A report entry with ***** in the subject and description is an email that the user doesn’t have access to based on sharing settings. The data is consistent with what users see on the activity timeline, where the user sees only an envelope and the email insight but not the email details.
Object Existence Considerations
Objects must exist before email capture for reporting. For opportunities, the opportunity contact role must already be created for emails to be linked to opportunities. Similarly for accounts, the contact has to be linked to the account. If the contact is on multiple accounts, only the primary account is used.
Email Sharing Considerations
When you turn on Activity 360 reporting, email sharing is streamlined. The sharing option Share with Groups isn’t available on the activity timeline or as a user’s email sharing preference. After you turn on Activity 360 reporting, you can’t change the sharing policy on historical data, but you can see an email’s sharing policy on the activity timeline.
Email on Activity Timeline
For an email to be associated with a record on activity timeline, the record must exist when the email is captured by Einstein Activity Capture. If you change the email address in the standard email field on an account, person account, lead, contact, opportunity or user record, the data continues to be associated with the original email address.
Task Considerations
Only tasks with values in the Due Date or Completed Date field are included in the Unified Tasks object. Open tasks with no date and closed tasks with no completed date aren’t supported for reporting.
How Are Activities Linked to Related Records?
Activities can appear multiple times within a report based on their relationships to other Salesforce records. For example, a report using the Unified Activity Relations as the third-level object in the report type shows all records that relate to an activity, such as opportunities and contacts. When an activity is linked to multiple records, an entry for the activity appears for each of the related records. To avoid multiple entries for one activity, group by Unified Activity ID or filter by a specific related record type.
An email can be associated with up to 100 related Salesforce records. If records exceed the limit, Salesforce associates the email to 100 of the records and ignores the rest.
Unified Activities Objects Are Available Only for Reporting and Flows
Emails and insights from EAC and ECI are stored on Salesforce Hyperforce and Amazon Web Services (AWS) infrastructure, not in standard Salesforce objects. As a result, the Activity 360 reporting and insights objects support standard reporting. Also, the insights objects support flows. They don’t appear in Object Manager and they aren’t supported for SOQL queries or in APIs.
Voice and Video Call Considerations
The reporting measures for voice and video calls in Einstein Conversation Insights (ECI) have limitations when trying to filter records by insight types.
- When applying filter logic between insight type fields, the OR operator isn’t supported. To run a report that shows records with specified insights only, apply a filter that uses the contains operator and enter comma-separated entries for the insight types you want to show.
- It isn’t possible to run a report that displays call records that don’t contain a specific insight.
Eligibility for Activity 360 Reporting
If you want to use Activity 360 reporting, your org must meet these eligibility criteria.
- Have fewer than 1.5 million combined accounts, contacts, contracts, leads, and opportunities.
- Have fewer than 300 users with a connected data source.
- Have fewer than 1,500 weekly logged-in users.
To continue using Activity 360 reporting, make sure you still meet the eligibility criteria after enabling it.
Turning Off Activity 360 Reporting
By default, you can’t turn off the setting for Activity 360 reporting after you enable it. To turn off Activity 360 reporting, contact Salesforce Customer Support.
Other Features Powered by Activity 360
Because Activity 360 reporting unifies your activity data in one place, you also get access to a Pipeline Inspection feature that helps sales reps and managers see who’s participating in a deal. If you use automated actions, you can trigger events and flows using email insights.
