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Difficulty: MediumEinstein Activity Capture and Sync Configurations

A healthcare organization recently deployed Einstein Activity Capture (EAC) to track client communications automatically. The compliance team mandates that, by default, emails and calendar events automatically captured for the patient outreach team must remain private to each individual user rather than being shared with all users across the organization. Which action should an administrator take to enforce this requirement?

  1. Configure the default Activity Sharing setting to Don't Share within the Einstein Activity Capture configuration assigned to the outreach team.Answer
  2. B
    Create a custom profile for the outreach team with the Activity Visibility permission set to Private.
  3. C
    Change the Organization-Wide Default (OWD) sharing setting for Activity to Private.
  4. D
    Deploy a record-triggered flow on the Event and Task objects to automatically update the activity privacy field upon creation.

Answer

Configure the default Activity Sharing setting to Don't Share within the Einstein Activity Capture configuration assigned to the outreach team.
In Salesforce, Einstein Activity Capture sharing behavior (such as Share with Everyone, Don't Share, or Share with Groups) is defined directly within the EAC Configuration settings. Assigning the outreach team to a configuration set to 'Don't Share' ensures their captured emails and events default to private.

Step-by-Step Solution

1
Identify where Einstein Activity Capture sharing settings are controlled.
Recognize that activity sharing settings (e.g., Share with Everyone, Don't Share, Share with Groups) are configured at the EAC Configuration level in Setup.
EAC controls how captured emails and calendar events are shared across the timeline via specific configuration assignments rather than standard object OWD or profiles.
2
Evaluate the compliance requirement against configuration options.
Setting the default sharing mode to 'Don't Share' inside the specific EAC configuration ensures activities captured for assigned users remain private by default.
This satisfies the business requirement directly without impacting non-EAC standard records or other user groups.

Key Concept

Einstein Activity Capture Configuration and Activity Sharing Settings
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Topics

Einstein Activity Capture and Sync Configurations

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