Important Update: Einstein Conversation Insights Migration to The Salesforce Platform in June or July 2026What’s changing?

Salesforce is migrating Einstein Conversation Insights data — including call transcripts and insights — from the current Activity Platform to the Salesforce Platform in June or July 2026.

Why is Salesforce making this change?

This migration improves:

• Reliability: The Salesforce Platform provides better data consistency and stability.
• Efficiency: Reduces infrastructure complexity and cost to serve.
• Integration: ECI data is natively available to the Salesforce Platform tools and workflows.

What do I need to do before migration?

To ensure a smooth transition, we recommend taking the following steps before your scheduled migration date:

• Review your ECI configuration: Ensure your ECI settings are up to date.
• Prepare for Vendor Transcript Processing: As part of the migration, Vendor Transcript Processing is automatically enabled for your org. To ensure uninterrupted call transcription, users must re-authenticate their video meeting providers (Google Meet, Microsoft Teams, or Zoom) after migration. See Vendor Transcript Processing in Salesforce Help.
• Prepare for changes to reporting: If your org currently uses Analytics for Conversation Insights, note that this feature is retiring in Summer '26. After your migration is complete, recreate your reports using Custom Report Types. See Create a Custom Report Type in the Enhanced Custom Report Type Builder in Salesforce Help.

What happens if I don't take action?

Your org will still be migrated on the scheduled date. However, to ensure continuity of your ECI experience with no disruption to your users, Salesforce highly recommends taking the necessary actions mentioned above.

How can I get more information?

For more information, please refer to Einstein Conversation Insights Data Is Moving to the Salesforce Platform.

If you have any questions or need assistance, refer to Salesforce Help.