What is Einstein Activity Capture and what are its key configuration considerations?
Suggested answer
Einstein Activity Capture (EAC) automatically syncs emails and calendar events between Salesforce and connected email/calendar systems (Gmail, Outlook) and logs them as activities on related records. Key considerations:
1. Data Sharing: By default, captured activities are visible only to the owner and admins — configure sharing settings to control visibility.
2. Activity Matching: EAC matches emails/events to Contacts, Leads, Accounts, and Opportunities based on email address.
3. Excluded Addresses: Configure internal domain email addresses to exclude from capture.
4. Data Retention: EAC-synced activities are stored in a separate data store (not Salesforce standard Activities) — they do not appear in standard reports without Einstein Analytics.
5. Licence requirement: Requires Sales Cloud Einstein or Inbox licences.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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