Hi everyone,
I have been reviewing the metrics provided by Einstein Activity Capture in one of our Salesforce production orgs.
According to Salesforce Help, the Einstein Activity Capture license usage report includes the following metrics:
- Licensed Users: Users assigned to the Standard Einstein Activity Capture permission or the Einstein Activity Capture permission.
- Configured Users: Users who are part of an active Einstein Activity Capture configuration.
However, the figures displayed in our org don't seem to match the actual configuration.
The metrics currently show:
- 71 Licensed Users
- 30 Configured Users
I checked the “Standard Einstein Activity Capture” Permission Set, as the other permission mentioned in the documentation doesn't appear in our org, and there are no users assigned to it. Because of this, I am not sure where the figure of 71 Licensed Users is coming from.
The number of Configured Users does seem to be correct. When I review the EAC configuration, there are 30 users currently included. In addition, the Available Users list for that configuration shows 22 users who could still be added. If I add both numbers together, the total is 52 users.
This total doesn't match the 71 Licensed Users shown in the EAC metrics. However, the figure of 52 users does match the number of used Inbox Permission Set Licenses shown under Company Information.
Could someone clarify how the Licensed Users metric is calculated in Einstein Activity Capture?
Has anyone else seen a similar discrepancy between the EAC metrics, permission set assignments, EAC configuration, and Permission Set License usage?
That makes perfect sense, and you hit the nail on the head regarding inactive users! Your idea for the IdeaExchange is excellent, as separating active and inactive users would prevent a lot of admin confusion. Thank you for sharing the correct API field (PermissionsAutomaticActivityCapture) for anyone else tracking this down!
