Einstein Activity Capture Considerations for Sales Engagement

Einstein Activity Capture

• Depending on which authentication method you use to connect Salesforce to your email and calendar application, Einstein Activity Capture users are prompted to connect their email and calendar to Salesforce or accept terms of service.
• To connect an account, Einstein Activity Capture users who don’t use Inbox must be in an active configuration.
• Turning on Einstein Activity Capture in Government Cloud and Government Cloud Plus organizations can send data outside the authorization boundary. Contact your Salesforce account executive for more details.
• For events and contacts to sync, the connected email account must be the user’s primary account (the email account on their Salesforce user record). It must not be an email alias, and it must be in the user principal name (UPN) format.
• Einstein Activity Capture works with all Salesforce-supported languages. But only ASCII characters are supported in email addresses.
• Einstein Activity Capture users can’t delete emails that Einstein Activity Capture adds to Salesforce. Admins can delete past emails and events that include a specific person based on their email address or username.
• If you use Salesforce Essentials Email-to-Case, make sure that the email address you use to connect to Salesforce is different from the one that you use to connect Einstein Activity Capture to Salesforce.
• You can’t use Einstein Activity Capture and Lightning Sync at the same time.
• If using Lightning Sync or a version of Einstein Activity Capture without sync, we remove old configurations and settings before you create an Einstein Activity Capture configuration.
• When opportunities have no overdue tasks and Einstein Activity Capture is enabled, the alerts on Opportunity Kanban aren’t shown.
• Einstein Activity Capture included with Sales in Unlimited Edition provides analytics reporting using the CRM Analytics platform. When using this functionality, your license doesn't allow you to:
  • Build custom analytics apps or dashboards
  • Upload, access, or connect external data using the API with the exception of datasets provided with Sales Cloud Einstein
  • Import data from Salesforce standard or custom objects that aren’t included in this feature
• Contact sync doesn’t support Outlook categories, so contacts labeled with a Salesforce_Sync category that don’t exist in a contacts subfolder of the same name don’t sync with Salesforce. To avoid this issue, disable contact categories and select the Salesforce_Sync folder for new contacts in Outlook. See EAC - New Contacts Created In Outlook with ‘Salesforce_Sync’ Category Do Not Sync to Salesforce.

• Activities that are captured by Einstein Activity Capture aren’t stored in Salesforce, so they don’t show up in standard Salesforce reports. Use the Activities dashboard to see a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture. You can also use Activity Metrics to get a complete picture of your activities.

• When Einstein Activity Capture is disabled, email tracking isn’t displayed in Lightning Experience for emails sent from the Outlook or Gmail integration that aren’t part of a cadence.
• To stop capturing the emails of a specific user, add them to an Einstein Activity Capture configuration with emails disabled. Sales Engagement permission sets have the “Use Inbox” permission enabled by default. Users with the "Use Inbox" permission enabled can’t be in a configuration that has email disabled because some Inbox features require email data. You can clone one of the standard Sales Engagement permission sets, disable the “Use Inbox” permission, and enable the “Use Einstein Activity Capture” permission. Then, assign the permission set to users whose emails you don’t want captured. Add those users to a configuration that has emails disabled.