After Einstein Activity Capture is enabled, the Activities dashboard is created. If you don’t see the dashboard after 24 hours, go to the Einstein Activity Capture setting page. Turn off Einstein Activity Capture, and then turn it on again. A dataflow named Activities will be created in Einstein Analytics together with Activities dashboard, check and make sure it is scheduled.
Once the dataflow runs, it will create a dataset called Activities.
The activity data that users see in the Activities dashboard depends on whether you use role hierarchy. If you use role hierarchy, users see data for only activities that they’re involved with and that users below them in the role hierarchy own. If you don’t use role hierarchy, users see data for all activities in the dataset.
The Activities dashboard in Einstein Analytics provides a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture. By looking at Activities dashboard, we can't really differentiate or filter only activities related to Einstein Activity Capture, so let us dig further.
Here the step to filter only Einstein Activity Capture data from Activities dataset:
1. Open Activities dataset and this will create a new Lens
2. Change the Lens mode from chart to values Table mode
3. Filter by Source Id where IS NOT Equal to "core:events" and "core:tasks"
- Activity Type: the activity is Email or Event
- Account Id, Account Name: if the activity tagged to an Account
- Related Id, Related Type, Related Record: if the activity related to a specific object
- Person Id, Person Type, Customer: the person tagged to the activity
- User Id, User: internal user owned that activity
- Guidelines for Capturing Email and Events with Einstein Activity Capture
- Review the Activities Dashboard
- Considerations for Setting Up Einstein Activity Capture