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Difficulty: MediumEinstein Activity Capture and Sync Configurations

A sales director at a growing software company requests that 15 account executives have their Microsoft 365 emails and calendar events automatically captured on Salesforce record timelines. The Salesforce administrator opens the account executives' user profile settings to enable Einstein Activity Capture (EAC), but finds that EAC access cannot be enabled directly through profile permissions. Which administrative action should the administrator take to successfully grant Einstein Activity Capture access to these users?

  1. Assign the Standard Einstein Activity Capture permission set to the individual users.Answer
  2. B
    Create a custom profile with the 'Modify All Data' system permission and clone it for the sales team.
  3. C
    Change the Organization-Wide Defaults for Activity to 'Public Read/Write/Transfer' in Sharing Settings.
  4. D
    Enable the 'Sync Activities' checkbox on each account executive's User detail record page.

Answer

Assign the Standard Einstein Activity Capture permission set to the individual users.
Einstein Activity Capture (EAC) access is managed using permission sets. Assigning the Standard Einstein Activity Capture permission set (or a permission set containing the EAC user permission) to the targeted users provisions their access to EAC configuration settings and enables automatic email and event sync capabilities.

Step-by-Step Solution

1
Identify the mechanism required to provision Einstein Activity Capture (EAC) user licensing and feature access in Salesforce.
EAC access is granted through permission sets rather than standard profile permission settings.
Salesforce uses permission sets to assign feature-specific licenses (like EAC) to targeted subsets of users flexibly.
2
Select the appropriate permission set to assign to the 15 account executives.
Assign the Standard Einstein Activity Capture permission set (or a custom permission set including the EAC user permission).
This grants the necessary rights for Salesforce to connect with the users' Microsoft 365 accounts and stream activities to record timelines.

Key Concept

Einstein Activity Capture Permission Set Assignment
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Topics

Einstein Activity Capture and Sync Configurations

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