Question

Difficulty: MediumEinstein Activity Capture and Sync Configurations

An administrator is configuring Einstein Activity Capture (EAC) settings for sales representatives using Microsoft Exchange. Match each EAC configuration setting to its corresponding operational behavior.

  • Both ways sync directionChanges made to events or contacts in either Salesforce or Exchange automatically update the corresponding record in the other system.
  • Exchange to Salesforce sync directionEvents or contacts created and updated in Exchange sync into Salesforce, but modifications made in Salesforce do not sync back to Exchange.
  • Salesforce to Exchange sync directionEvents or contacts created and updated in Salesforce push to Exchange, but updates made directly in Exchange are not reflected in Salesforce.
  • Excluded Addresses listPrevents specified internal email domains or sensitive individual email addresses from having their communications captured and logged.

Answer

Both ways sync direction matches bidirectional updates across both platforms; Exchange to Salesforce sync direction matches importing Exchange changes into Salesforce only; Salesforce to Exchange sync direction matches exporting Salesforce changes to Exchange only; Excluded Addresses list matches preventing specific domain or address activity from being logged.
Each Einstein Activity Capture configuration setting governs specific data transfer behavior: 'Both ways' provides bi-directional sync, 'Exchange to Salesforce' handles inbound-only sync, 'Salesforce to Exchange' handles outbound-only sync, and the 'Excluded Addresses' list enforces privacy filtering for targeted email domains and addresses.

Step-by-Step Solution

1
Identify bidirectional synchronization requirements.
Map 'Both ways sync direction' to the option stating changes in either Salesforce or Exchange update both systems.
Bidirectional sync requires continuous parity between connected environments.
2
Identify inbound-only synchronization requirements.
Map 'Exchange to Salesforce sync direction' to the option where Exchange edits update Salesforce, but Salesforce edits do not push back.
Inbound sync prioritizes the external mail server as the single source of origin.
3
Identify outbound-only synchronization requirements.
Map 'Salesforce to Exchange sync direction' to the option where Salesforce edits push to Exchange, but direct Exchange edits are ignored.
Outbound sync uses Salesforce as the primary record source for external updating.
4
Identify privacy and exclusion configuration settings.
Map 'Excluded Addresses list' to preventing specific internal email domains or sensitive addresses from being automatically captured.
Exclusions explicitly prevent sensitive communications from showing up on record activity timelines.

Key Concept

Einstein Activity Capture Sync Directions and Exclusions
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