A sales manager requests that a group of five account executives spread across different departments be granted access to sync their Outlook emails and calendar events into Salesforce. What is the correct setup step an administrator should take to enable Einstein Activity Capture for only these specific users?
- Add the specific users to an Einstein Activity Capture permission set.Answer
- BClone each user's profile and enable the Einstein Activity Capture system permission.
- CChange the Organization-Wide Default sharing setting for Activity to Public Read/Write.
- DAdd the corporate mail server IP address to the org-wide Network Access trusted IP list.
Answer
Add the specific users to an Einstein Activity Capture permission set.
Salesforce best practices dictate that additive capabilities such as Einstein Activity Capture should be granted using permission sets. This allows administrators to selectively entitle users regardless of their assigned profile.
Step-by-Step Solution
Key Concept
Einstein Activity Capture Permission Set Assignment