A Salesforce Administrator is setting up Einstein Activity Capture (EAC) for a team of sales executives using Microsoft 365. The company requires that emails and calendar events automatically sync between Microsoft 365 and Salesforce, while maintaining central control over sync directions and user access.
Which two steps must the administrator take to complete this setup? (Select 2 answers)
- Assign the Standard Einstein Activity Capture permission set (or a custom permission set with EAC permissions) to the sales executives.Cevap
- Create and configure an Einstein Activity Capture configuration setting to define sync direction and object sync behavior for the user group.Cevap
- CClone the standard user profile and enable the 'Einstein Activity Capture Sync' administrative checkbox at the profile level.
- DEnable Organization-Wide Defaults for Activity Sync within the user profile settings menu.
Cevap
Assigning the standard or custom Einstein Activity Capture permission set to the users, and creating an Einstein Activity Capture configuration to define sync direction and object behavior.
Setting up Einstein Activity Capture requires two core administrative steps: granting user access via permission sets and defining the sync behavior (direction and data types) within an EAC configuration in Setup.
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Einstein Activity Capture Provisioning and Sync Configurations