einstein-activity-capture-setup

einstein-activity-capture-setup is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 86 tokens per session (3,780 once invoked), scanned A, original, Apache-2.0.

A guide to Einstein Activity Capture, a Salesforce feature that synchronizes users' email and calendar activity with Salesforce. It covers connections to Microsoft Exchange, Microsoft 365, and Google Workspace.

In plain words
What is it for?
Enabling Einstein Activity Capture, creating configuration profiles, choosing authentication, setting email and calendar scope, excluding domains, assigning users, and checking sync health.
Why use it?
It helps administrators configure what gets synchronized, protect private information, assign the feature to users, and verify that synchronization is working.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Enabling Einstein Activity Capture, creating configuration profiles, choosing authentication, setting email and calendar scope, excluding domains, assigning users, and checking sync health.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/einstein-activity-capture-setup
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill einstein-activity-capture-setup
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for einstein-activity-capture-setup

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/einstein-activity-capture-setup/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/einstein-activity-capture-setup)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/einstein-activity-capture-setup"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/einstein-activity-capture-setup/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for einstein-activity-capture-setup

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/einstein-activity-capture-setup"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/einstein-activity-capture-setup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 86 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,780 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00086 $0.03780
Opus 5 $0.00043 $0.01890
Sonnet 5 $0.00017 $0.00756
Haiku 4.5 $0.00009 $0.00378

Measured 9d ago against content hash 44347561f19f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

einstein-activity-capture-setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_einstein_activity_capture_setup.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/einstein-activity-capture-setup/SKILL.md · 212 lines

How it starts

The opening of the file, as written. The whole thing — 212 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Einstein Activity Capture Setup

This skill activates when a practitioner needs to enable, configure, and assign Einstein Activity Capture (EAC) in a Salesforce org — covering the full admin workflow from feature enablement through Configuration profile creation, auth type selection, exclusion rule setup, user assignment, and sync verification. It does NOT cover Einstein Opportunity Scoring setup, Pipeline Inspection, manual activity logging design, or general email deliverability troubleshooting.


Before Starting

Gather this context before working on anything in this domain:

  • License verification: EAC is included in Einstein for Sales (add-on), Sales Cloud Einstein, and Einstein 1 Sales editions. It is NOT included in core Sales Cloud or Service Cloud. Verify entitlement in Setup > Company Information > Permission Set Licenses — look for Einstein Activity Capture PSL seats. Attempting to enable EAC without the correct license results in a silent failure or a greyed-out Setup toggle.
  • Email platform: EAC supports Microsoft Exchange (on-premises 2013+), Microsoft 365, and Google Workspace (Gmail / Google Calendar). Confirm which platform users are on before choosing auth type — Google Workspace only supports User-Level OAuth; Microsoft 365 supports both User-Level and Org-Level OAuth.
  • Exclusion domain list: Legal, HR, executive assistants, and competitors often have domains that must not be synced. This list must be finalized before assigning users to a Configuration profile. Exclusions cannot be retroactively applied to already-synced data.
  • Storage impact: As of Summer '25, EAC-synced emails are stored as standard EmailMessage records and consume org file storage. For high-volume orgs (1000+ reps sending 50+ emails/day), storage growth can be significant. Confirm org storage headroom and plan an archival or data retention policy before go-live.
  • Privacy mode: EAC offers a Private Activities setting at the Configuration level. When enabled, synced activities are visible only to the owning user and admins — not to other reps browsing the same Contact or Opportunity record. Confirm the org's privacy policy requirements before disabling this.

Read the full file on GitHub · 212 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 212 lines · 86 tokens per session scan A 44347561f19f

Subscribe to this mod's changes

einstein-activity-capture-setup is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 86 tokens to every session and 3,780 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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