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Report on Einstein Activity Capture Data
Use standard reports to keep an eye on all your activities and customer interactions. Turn on Activity 360 Reporting to enable reporting objects that unify your automatically captured data from Einstein Activity Capture (EAC) with all your other activity data, such as calls, manually logged tasks, and emails. View the out-of-the-box dashboard and reports to easily monitor your team’s activity. Trigger flows from Activity 360 Reporting data to automate your business processes.
Required Editions
| Available in: Lightning Experience |
| Available with Agentforce 1 Sales Edition |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions and for an extra cost in Enterprise Edition |
| 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. Sales Engagement is also available for an extra cost in Service Cloud and Lightning Platform. |
| Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions |
Activity 360 Reporting turns on unified reporting objects that aggregate your activity and insight data.
The UnifiedActivity object stores all your activities, from manually logged to automatically captured sources. For example, it includes calls from Einstein Conversation Insights (ECI), tasks, events, and emails both manually logged and captured by EAC. Type-specific objects, such as UnifiedTask, let you create reports that are specific to a particular activity type.
- Unified Activities: All activity data across all channels
- Unified Emails: Emails from EAC and emails from manual logging
- Unified Tasks: Tasks from manual logging
- Unified Voice Calls: Calls from Einstein Conversation Insights and calls from manual logging
- Unified Video Calls: Videos from ECI
- Unified Meetings: Events synced from EAC and events from manual logging
Insights include data from these sources.
- Insights on emails from EAC
- Conversation Insights on voice and video calls from ECI
- Considerations for Activity 360 Reporting
Learn what to expect when you turn on Activity 360 reporting for Einstein Activity Capture (EAC). - Set Up Activity 360 for Einstein Activity Capture
Get set up to use Activity 360 reporting, Pipeline Inspection deal insights, and automated actions triggered by email insights. Prepare your Salesforce org to use standard reports so that sales managers can monitor their team’s activities across all channels, such as emails, email and call insights, or manually and automatically captured tasks. - Get Started with Activity 360 Reports
Use the provided Activity 360 reports, or clone the reports to meet your business needs. Review the suggestions and tips for custom report types to help you create your own reports and dashboards. - Activities Analytics Dashboard
The Activities analytics dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture. - Activity Metrics
If you use Einstein Activity Capture, Activity Metrics gives you all the information you need about your activity data. When you include Activity Metrics fields on list views, page layouts, reports, triggers, processes, and so forth, the data reflects activities that were added to Salesforce manually and by Einstein Activity Capture.
