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            Set Up Activity 360 for Einstein Activity Capture

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            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.

            Required Editions

            Available in: Lightning Experience
            Available with Einstein 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
            Note
            Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.
            User Permissions Needed
            To turn on Activity 360 Reporting: Customize Application

            Complete these prerequisites before you set up Activity 360 reporting.

            • Turn on Einstein Activity Capture and set up email capture.
            • Make sure you have at least one user assigned to an active configuration to use Activity 360 features. See Create a Configuration for Einstein Activity Capture.
            • To report on events, make sure you have at least one configuration for events that syncs in Both Directions or Microsoft Exchange to Salesforce.
            Important
            Important Starting in Summer ’25, Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard aren’t available unless previously set up. Additionally, data from these reporting tools that appear in other features, including Pipeline Inspection and Einstein Conversation Insights isn’t available unless configured before Summer ’25. If you’re already using Activity 360 Reporting, Activity Metrics, Activities Analytics Dashboard, or related data, you can continue to do so until these tools are retired. To explore email data added by Einstein Activity Capture after Summer ’25, make sure you sync email as salesforce activity and use Salesforce Activity reports. See Considerations for Sync Email as Activity and Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement.
            1. From Setup, enter einstein activity capture in the Quick Find box, and then select Einstein Activity Capture.
            2. Go to the Settings tab.
            3. Turn on Activity 360 Reporting.

            After you turn on Activity 360 reporting, find out-of-the-box reports in the Reports tab and a prebuilt dashboard in the Dashboards tab.

            To turn off Activity 360 reporting, contact Salesforce Customer Support.

            See Also

             
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