Benefits of Migrating to Einstein Activity Capture

Here’s why Einstein Activity Capture is great for Salesforce admins, sales leaders, and sales reps. These benefits are included as part of Einstein Activity Capture Standard.

• Einstein Activity Capture is where we’re focusing our development efforts, so that’s where you get the latest email and calendar integration features.
• Einstein Activity Capture data is available to the Salesforce platform, so you can access and operate on the data with reports, workflow automations, and agentic features.
• Sales reps get near real-time event sync from their Outlook or Google calendars to Salesforce.
• Reps see relevant Outlook or Google emails in Salesforce automatically. Emails are shown on the activity timeline of Salesforce contacts, leads, accounts, contracts, opportunities, and quotes.
• Reps see relevant Einstein Email Insights in the activity timeline and on email detail pages in Salesforce. Email insights give sales reps critical sales context, making it easier for them to send the perfect response at the perfect time. Inbox users also see email insights from their email application.
• Admins get more control over what’s added to Salesforce. Exclude emails or events from specific users or companies.
• Improved performance aids integration with other Salesforce products that you want to use, such as Salesforce Scheduler.
• Admins get improved user interfaces for configurations and troubleshooting, which make it easier to manage large numbers of users.

Supercharge Your Productivity with More Features

With a Sales Cloud Einstein, Inbox, or Sales Engagement add-on license, you and your teams get more out of Einstein Activity Capture. Einstein Activity Capture is also part of Sales Cloud Included permission set, which comes at no extra cost with Performance and Unlimited editions.

• Reps can see metrics about their event and email activity directly from record page layouts, list views, reports, triggers, processes, and more. Check out Activity Metrics.
• Reps can find new business easily using Recommended Connections. Reps see which colleagues have the strongest connection to a prospect directly from their contacts and leads.
• Admins can work with your sales leaders to create custom email insights for your sales reps.