An administrator is setting up Einstein Activity Capture (EAC) for sales executives who use Microsoft 365. The management team requires that sent and received emails automatically capture to related Salesforce records without creating standard Task records in the Salesforce database, and that access to the feature is properly provisioned. Which TWO administrative actions or configuration setup requirements must be met to fulfill these requirements?
- Assign the Standard Einstein Activity Capture permission set to the sales executives.Cevap
- Understand that captured activities are stored off-core in AWS storage and displayed on the activity timeline rather than saved as standard Salesforce Task records.Cevap
- CEnable Einstein Activity Capture directly within the User Profile settings under Administrative Permissions.
- DConfigure a custom flow to copy captured emails from the activity timeline into standard Activity History records.
Cevap
The administrator must assign the Standard Einstein Activity Capture permission set to the sales executives and recognize that captured activities are stored off-core in AWS storage and rendered on the activity timeline rather than created as standard Task records.
Granting EAC access requires assigning the Standard Einstein Activity Capture permission set to users. Furthermore, EAC operates by capturing email and event data directly into external AWS storage, which renders on the activity timeline without generating standard Salesforce Task database rows.
Adım Adım Çözüm
Anahtar Kavram
Einstein Activity Capture Permission Provisioning and Data Architecture