Einstein Activity Capture – Keep Salesforce in Sync Without the Manual Work

In today’s fast-paced business environment, every missed meeting, unsynced email, or delayed update can mean lost opportunities. That’s where Einstein Activity Capture (EAC) comes in. By automatically syncing emails, contacts, and calendar events between Salesforce and your connected accounts, EAC ensures that sales teams spend less time logging and more time selling.

What is Einstein Activity Capture?

Einstein Activity Capture connects your email and calendar to Salesforce. It automatically logs relevant emails, meetings, and contacts to related Salesforce records, giving you a real-time view of customer interactions without manual data entry.

Think of it as your invisible personal assistant — quietly ensuring that every touchpoint with a lead, contact, or account is captured and available for insights.

How to Set Up Einstein Activity Capture

Getting EAC up and running is straightforward:

• Go to Setup → search and select Einstein Activity Capture.

  

• Choose auto-sync options: decide whether you want to sync email, calendar, and contacts.

• Assign licenses:

  • Assign the Standard Einstein Activity Capture User permission set license.

    

    
    

  • Assign the Standard Einstein Activity Capture permission set.

    

    
    

• Authenticate to your email provider (Outlook, Gmail, or others).

• Select sync direction – choose if emails, calendar events, or both should sync and review other options.

• Add visibility components:

  • Place the Activity Timeline and Email Panel on relevant page layouts.

  • Ensure the Logs tab is enabled in App Navigation for monitoring.

Real-World Example

A regional sales team in the UAE struggled with incomplete customer records because reps weren’t logging all emails. After enabling EAC, Salesforce automatically captured over 95% of customer interactions. Managers could finally track engagement levels across accounts and coach reps based on actual customer conversations — without chasing after updates.

Key Takeaway

Einstein Activity Capture takes the burden of manual data entry off sales teams and ensures that Salesforce is always up to date. With synced activities, businesses can drive greater visibility, accountability, and AI-powered insights.