Get the Complete Picture About Your Activity Data with Activity Metrics (Beta)
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited editions. Users can also see Activity Metrics if they switch back to Salesforce Classic.
Who: If you have at least one licensed Einstein Activity Capture user, you can use Activity Metrics.
Why: Because Einstein Activity Capture data is stored outside of Salesforce, it isn’t available in many Salesforce platform capabilities, such as reports and triggers. With Activity Metrics, you can trust that activity data is complete without manually maintaining it.
How: From the Einstein Activity Capture settings, turn on Activity Metrics. Depending on how much data you have, it can take a few hours before the Activity Metrics fields are ready to use. We send a notification when they’re available.
For example, the Last 7 Days Activities field indicates how many activities were completed in the last seven days. Use a trigger to send an email to opportunity owners if there hasn’t been any completed activities over the last seven days.