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Difficulty: Very hardEinstein Activity Capture and Sync Configurations

An administrator is configuring Einstein Activity Capture (EAC) for a sales team integrated with Microsoft 365. The sales manager specifies three requirements: emails and calendar events must sync bidirectionally, feature access must be granted additively without altering existing user profiles, and management must be able to track sales activity volume within Salesforce reports. Which set of administrative actions correctly fulfills these requirements while accounting for platform data storage limitations?

  1. Assign the Einstein Activity Capture permission set to sales users, configure the sync direction for Emails and Events to Both Ways in the EAC configuration, and enable Activity Metrics so management can report on captured activity fields.Answer
  2. B
    Create a cloned user profile with Einstein Activity Capture enabled, configure the sync direction to Both Ways in the EAC configuration, and build a standard Tasks and Events report to track activity volume.
  3. C
    Assign the Einstein Activity Capture permission set to sales users, set the sync direction to Exchange to Salesforce, and create a custom report type on the Event object to capture all synced emails and calendar items.
  4. D
    Modify the sales users' profiles to include Einstein Activity Capture permissions, set the sync direction to Both Ways, and rely on standard Activity reporting based on Organization-Wide Defaults.

Answer

Assign the Einstein Activity Capture permission set to sales users, configure the sync direction for Emails and Events to Both Ways in the EAC configuration, and enable Activity Metrics so management can report on captured activity fields.
Granting feature access using permission sets complies with Salesforce security best practices for additive functionality. Setting the sync direction to 'Both Ways' satisfies the bidirectional sync requirement for emails and events. Because EAC data is stored off-core in an external cloud repository and does not create core Task/Event records, enabling Activity Metrics is required to expose aggregate activity fields (such as activity counts and dates) for reporting.

Step-by-Step Solution

1
Determine the appropriate access control method for granting Einstein Activity Capture permissions.
Use a Permission Set (or Permission Set License assignment) rather than creating or altering user Profiles to follow additive security practices.
Additive feature grants should always use permission sets to avoid profile proliferation.
2
Configure the synchronization direction within Einstein Activity Capture settings.
Select 'Both Ways' for both Emails and Events in the EAC configuration settings.
This meets the explicit business requirement for bidirectional synchronization between Microsoft 365 and Salesforce.
3
Evaluate reporting capabilities and data storage architecture for Einstein Activity Capture.
Enable Activity Metrics to allow reporting on activity fields such as Last Activity Date and Activity Count.
Activities captured by EAC are stored in an off-core AWS cloud repository and displayed on the Activity Timeline without creating standard Task or Event records in Salesforce core storage. Standard reports cannot query EAC data unless Activity Metrics is activated.

Key Concept

Einstein Activity Capture Architecture and Reporting
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Topics

Einstein Activity Capture and Sync Configurations

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