Sales Productivity Einstein Activity Capture

What Does Einstein Activity Capture Do?

Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce
EDITIONS
and your email and calendar applications up to date. To keep data up to date between applications,
Einstein Activity Capture focuses on three types of data—emails, events, and contacts. Learn more Available in: Lightning
about how Einstein Activity Capture handles each data type. Experience
Tip: The term capture refers to data that’s gathered from the connected Microsoft or Google Available with Einstein
account and held in virtual records. For example, captured data is used to generate insights Activity Capture Standard,
and engagement details on the timelines of related Salesforce records. The captured data which is available in Sales
isn’t stored in your primary Salesforce database and isn’t used to create Salesforce records Cloud in Starter,
that can be queried. Professional, Enterprise,
Performance, and
Data Type How It Works Unlimited Editions

Emails Emails that Einstein Activity Capture users send Available with Sales Cloud
and receive are captured and automatically Einstein, which is available
added to the activity timeline of related account, in Performance and
contact, lead, opportunity, contract, and quote Unlimited Editions, and
available for an extra cost in
records.
Enterprise Edition
Email data is also used to create email insights.
Plus, if you use Inbox or Sales Engagement, Available with Inbox in Sales
email data generates engagement data. Cloud, which is included in
Starter, Performance and
Emails sent from Salesforce goes through the Unlimited Editions and
connected email account. available for an extra cost in
Captured emails aren’t Salesforce records and Professional and Enterprise
aren’t available in standard reports and other Editions. Inbox is also
Salesforce platform capabilities. available for an extra cost in
Service Cloud and Lightning
Events Events are synced between Salesforce and users’ Platform.
connected Microsoft or Google accounts. You Available with Sales
can allow the synced events to be related to Engagement in Sales Cloud,
Salesforce contact and lead records. which is included in
When events move from the connected account Performance and Unlimited
to Salesforce, they become Salesforce records Editions, and available for
an extra cost in Professional
and are available in standard reporting and
and Enterprise Editions.
Salesforce Platform capabilities. Events appear
Sales Engagement is also
on the My Events calendar in Salesforce.
available for an extra cost in
Depending on your settings, events that Einstein Service Cloud and Lightning
Activity Capture users are included in get added Platform.
automatically to the activity timeline of
Available with Revenue
additional records: opportunities, contracts, and
Intelligence, which is
quotes. But the events aren’t Salesforce records
available for an extra cost in
and aren’t reflected in reports and other Enterprise and Unlimited
Salesforce Platform capabilities. Editions

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