Turn On Einstein Email Insights

Einstein Email Insights give sales reps critical sales context alongside relevant emails, making it easier for them to send the perfect response at the perfect time. If you use Einstein Activity Capture through Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license, Email Insights is on by default when you turn on Einstein Activity Capture. If you have only Standard Einstein Activity Capture users, you must turn on Einstein Email Insights. In new orgs where Sync Email as Salesforce Activity is turned on by default, Einstein Email Insights is turned off. You must turn it on manually.

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

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 Einstein Email Insights:	Customize Application

Note Einstein Email Insights is available only in English.

Important When Sync Email as Salesforce Activity is enabled with header only capture, Email Insights aren’t available. When Sync Email as Salesforce Activity is enabled with entire email capture, email insights are generated only for the last 90 days of email.

1. Make sure you add your users to an Einstein Activity Capture configuration with emails enabled. If you re-enable emails, your users don’t see email insights from the time when email was disabled.
2. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Einstein Email Insights.
3. Set Show Insights to On.
   • Sales reps who use Einstein Activity Capture see email insights, when available, in the activity timeline and email detail page. If your reps also use Inbox, they see email insights in their inbox.
   • Email insights are available for emails sent to Einstein Activity Capture users. Email insights aren’t available for emails sent from Einstein Activity Capture users.
   • When Einstein Activity Capture activities are shared with everyone, reps who don't use Einstein Activity Capture see email insights.
   • If you use Einstein Activity Capture through Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license, you can create custom email insights.

If you set up Einstein Activity Capture after Summer ’25, email insights for initial use are generated only for the past 30 days of email. If you migrate Einstein Activity Capture to Sync Email as Salesforce Activity, email insights are generated for the past 90 days of email.

See Also

• Create Custom Einstein Email Insights
• Differences Between Einstein Activity Capture Editions