An administrator is configuring Einstein Activity Capture (EAC) for a team of sales executives who use Microsoft Exchange Online. The sales manager requires that emails and events sync bidirectionally between Exchange and Salesforce, and that users are properly authorized to use EAC features. Which two steps must the administrator take to fulfill these requirements? (Select two.)
- Assign the Standard Einstein Activity Capture permission set to the sales executives.Answer
- Configure the sync direction settings within the EAC configuration to Sync Both Ways for emails and events.Answer
- CModify the sales executives' user profile settings to enable system-level EAC permissions.
- DEnable Chatter Feed Tracking on the Task and Event standard objects to permit activity timeline capturing.
Answer
Assign the Standard Einstein Activity Capture permission set to the sales executives, and configure the sync direction settings within the EAC configuration to Sync Both Ways for emails and events.
To properly set up Einstein Activity Capture, an administrator must assign the appropriate EAC permission set to grant feature access and configure the synchronization direction to 'Sync Both Ways' for emails and events to maintain bidirectional data alignment.
Step-by-Step Solution
Key Concept
Einstein Activity Capture Configuration and Permission Set Provisioning
Estimated Time:2m 0s