Cloud Kicks has configured Einstein Activity Capture (EAC) for email and is waiting to deploy it. In the meantime, a consultant is preparing training to help end users get up to speed on the product.
Which two points should the consultant include in the training information? (Choose two.)
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A. B. C. D.BD
In the training for Einstein Activity Capture (EAC), the consultant should include the following two points:
B. Users must connect an email account to Salesforce and agree to terms before they can send emails in Lightning.
This point emphasizes the requirement for users to connect their email accounts to Salesforce and agree to the terms before they can send emails within the Salesforce Lightning interface. EAC allows for seamless email integration within Salesforce, but users need to establish the initial connection and accept the terms to enable this functionality.
C. Users can choose to show emails added via EAC in the Related Lists activities view.
This point highlights the flexibility for users to choose whether they want to display emails that are captured by EAC in the Related Lists activities view. EAC captures email activities and associates them with relevant records in Salesforce. By displaying these emails in the activities view, users can easily track and review their email interactions within the context of specific records, such as leads, contacts, or opportunities.
Explanation: Einstein Activity Capture (EAC) is a feature in Salesforce that enables the automatic capture of email and calendar events, helping sales representatives and users keep track of their activities and interactions with customers. EAC simplifies the process of associating emails and calendar events with relevant Salesforce records, such as contacts, leads, opportunities, or accounts.
Option A, "Users can share individual emails or make them private," is not directly related to EAC. This statement focuses on the general sharing settings for emails in Salesforce and doesn't specifically pertain to EAC functionality.
Option D, "Users can set their Excluded Addresses list which takes priority over the global Excluded Addresses list," is not an accurate statement regarding EAC. Excluded Addresses lists are typically associated with email deliverability settings and not specific to EAC. EAC captures emails but does not control the exclusion of specific email addresses.