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Sales Productivity
Roll Out Einstein Activity Capture to Your Testers or Users

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Roll Out Einstein Activity Capture to Your Testers or Users

Follow these steps to roll out Einstein Activity Capture to your testers or users.

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
Important
Important Full product retirement for Salesforce for Outlook is scheduled for December 2027. See Salesforce for Outlook Retirement. To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See Move from Salesforce for Outlook (Retiring) to the Next-Generation Products.
  1. Before beginning your rollout, make sure you and your uses have prepared their events for sync. See Have Sales Reps Prepare Their Events for Sync Migration.
  2. Next Set Up Einstein Activity Capture.
  3. Next, make sure reps prepare complete some steps to finalize setup. See Use Einstein Activity Capture.
 
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