Right now my org's email activity is being handled exclusively by Einstein Activity Capture, and all other activity (like calls, demos, meetings, SMS) is being saved as individual Tasks & Events in Salesforce. Note that these Activity Capture emails are not stored as Salesforce task records, but live outside of Salesforce altogether:

Activities added to Salesforce by Einstein Activity Capture are stored outside of Salesforce and don’t affect your Salesforce data allocations. There’s no additional costs for this storage.

I'd like to see the full view, per Sales rep, of their total emails, calls, meetings, demos, and calls for the month.

How do I create a single report/dashboard to see all these metrics in one place? Right now, I can only see Email metrics in Einstein Analytics and Demo/Call/Meeting/SMS metrics with standards Salesforce Reports and Dashboards

I haven't seen a way to adjust Analytics reports/dashboards to show the metrics I need, and it doesn't look like Activity Capture emails are visible to Salesforce Reports and Dashboards.

P.S. This is related to my previous post here


I think there's no way yet... :'(

Because activities added to Salesforce with Einstein Activity Capture aren’t stored in Salesforce, they don’t show up in standard Salesforce reports. Use the Activities dashboard to see a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture. You can also use Activity Metrics to get a complete picture of your activities.

Read more on: https://help.salesforce.com/articleView?id=aac_limitations.htm&type=5

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