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            Assign Einstein Activity Capture User Permissions

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            Assign Einstein Activity Capture User Permissions

            Before your migrating users can use Einstein Activity Capture, they must have an Einstein Activity Capture user permission.

            Required Editions

            User Permissions Needed
            To assign permission sets: Assign Permission Sets
            To create permission sets: Manage Profiles and Permission Sets
            Important
            Important Depending on the Salesforce licenses that your users have today, some users have the user permission already. For others, you must assign it manually. In some cases, additional licenses must be purchased. These considerations could impact when your users get access to Einstein Activity Capture features and sync. See Considerations for Migrating to Einstein Activity Capture.

            Verify which users still need an Einstein Activity Capture permission assigned to them.

            1. To see a complete list of users, go to the Configuration tab, and click Download a list of Lightning Sync users.
              Downloads users
            2. To see users by configuration, open the migrated configuration, and check the User assignments.
              • Users who show [Lightning Sync] after their name must be assigned one of the Einstein Activity Capture user permissions. Those users are still using Lightning Sync.
              • Users who show [Einstein Activity Capture] after their name are already assigned one of the user permissions. These users are already syncing using Einstein Activity Capture, and they have access to Einstein Activity Capture features that were added to their configurations.
              User assignments in migrated configurations showing which product is syncing
            3. Obtain the necessary Einstein Activity Capture user permissions, if you haven’t already.
            4. Assign Einstein Activity Capture user permissions to the users who need it. See Select Who Can Use Einstein Activity Capture.
             
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