Question

Difficulty: MediumEinstein Activity Capture and Sync Configurations

A Salesforce Administrator is configuring Einstein Activity Capture (EAC) sync settings and platform data behaviors to align with specific departmental requirements. Match each business requirement on the left with the correct EAC sync configuration setting or platform storage behavior on the right.

  • Calendar events created in Salesforce must sync out to external calendars, but external events must not sync into Salesforce.Salesforce to Exchange Sync
  • External calendar events must be automatically imported into Salesforce, but Salesforce-created events should remain local.Exchange to Salesforce Sync
  • Emails and calendar events must stay synchronized seamlessly across both Salesforce and external servers regardless of origin.Both Ways Sync
  • Captured email and event data must display on record timelines without consuming standard Salesforce relational data storage.AWS Off-Core Activity Storage

Answer

The business requirements match their respective EAC settings: Salesforce to Exchange handles outbound-only synchronization, Exchange to Salesforce handles inbound-only synchronization, Both Ways maintains bidirectional sync, and AWS Off-Core Activity Storage handles timeline rendering without consuming standard CRM data storage.
Each requirement directly corresponds to core EAC capabilities: Salesforce to Exchange supports outbound sync, Exchange to Salesforce supports inbound sync, Both Ways maintains symmetric updates, and AWS Off-Core Activity Storage enables high-volume activity capture without using standard Salesforce database storage allocation.

Step-by-Step Solution

1
Review the synchronization direction requirements for calendar and email integration in EAC configurations.
Determine unidirectionality versus bidirectionality for each departmental use case.
Configuring sync direction ensures data flow matches security and administrative policies without duplicating or overwriting events.
2
Examine the underlying data storage architecture of Einstein Activity Capture.
Identify that EAC activities are maintained in off-core AWS storage rather than creating standard Task and Event records.
Understanding off-core storage explains why captured activities appear on record timelines without impacting standard Salesforce organization data limits.

Key Concept

Einstein Activity Capture Sync Directions and Architecture
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