Salesforce is automatically migrating orgs from Einstein Activity Capture (EAC) to Sync Email as Salesforce Activity. If your org has an assigned migration date, emails marked "Private" risk losing their body content permanently once the switch happens. Admins need a clear plan before the deadline.
This guide explains what changed, who's affected, the exact steps to take, the timeline, and the most common questions teams are asking right now.
Sync Email as Salesforce Activity stores captured email as native activity data so it works with reports, automation, and agentic AI features. During migration, any email marked "Private" converts to "Header Only" — sender, recipient, date, and subject are kept, but the body is discarded and cannot be recovered later. To preserve email bodies for AI and reporting, users must change sharing from "Private" to "Share with Everyone" before their migration date.
Sync Email as Salesforce Activity is Salesforce's model for storing captured email as standard activity data on the platform. Unlike the older Einstein Activity Capture behavior, the email lives natively in Salesforce and is available to reports, automation workflows, and agentic AI tools such as Agentforce.
Emails are captured under one of two privacy settings:
Email is one of the richest sources of relationship and deal context in any CRM. As teams adopt agentic AI for sales and service, that context only becomes useful if the underlying data is actually stored and shareable.
The migration matters for three reasons:
Salesforce displays a banner notification in affected orgs and assigns each org an automatic migration date. Here is the core behavior:
| Sharing setting before migration | Result after migration | Available to AI/agents? |
|---|---|---|
| Share with Everyone | Migrates as Full Email | Yes |
| Private | Migrates as Header Only (body discarded) | No |
Two important constraints:
Use this checklist before your org's migration date:
This migration is a small setting with large downstream effects on data quality, AI enablement, and governance. Vantage Point helps organizations evaluate, implement, and optimize Salesforce and HubSpot based on their operating model, data needs, adoption goals, and growth strategy.
If your team wants help, we can support you through our Salesforce implementation and advisory practice, align the change with your compliance and security requirements, and keep your org healthy long-term through managed services and ongoing support. For teams preparing email data for AI, our AI-driven personalization and analytics work ensures the underlying data is actually usable.
If your team is evaluating how this applies to Salesforce, HubSpot, integrations, or CRM governance, Vantage Point can help assess the right next step and build a practical implementation plan. A complimentary org health check is a fast way to confirm you're configured correctly before the deadline.
It is Salesforce's model for storing captured email as native activity data on the platform, where it can be used by reports, automation, and agentic AI tools. It replaces the older Einstein Activity Capture email behavior. Emails are stored as either "Full Email" or "Header Only."
Private emails migrate as "Header Only," meaning only the sender, recipient, date, and subject are kept. The email body is discarded and cannot be retrieved later. Header Only emails are not available to generative AI or agent features.
No. Admins cannot override a user's sharing settings on their behalf. Each user must change their own emails from "Private" to "Share with Everyone" before the migration date if they want to preserve the body.
Full Email captures the entire email body and makes it available to agentic AI features. Header Only captures just the sender, recipient, date, and subject and is excluded from generative AI and agent features. Choose Full Email when you want AI and reporting to use email content.
Each org is assigned its own automatic migration date, shown in an in-org banner notification. Admins can also complete the migration manually before that date to start sooner. Review your banner to confirm your specific deadline.
Not necessarily. Sharing email broadly improves AI and reporting value but has privacy and access implications. Treat it as a governance decision and confirm it fits your compliance obligations before setting it as the org default. Vantage Point can help weigh the trade-offs.
Send a clear message with the migration date, the risk to private emails, and the exact steps to change sharing to "Share with Everyone." Ask users to review captured emails and update any private ones they need to keep before the deadline. A short, deadline-driven note works best.