Universal Containers wants to set up Einstein Activity Capture for Microsoft to allow automatic syncing of sales reps' Person Accounts with Microsoft contacts and vice versa.
Which consideration should the consultant be aware of?
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A. B. C. D.C
To set up Einstein Activity Capture for Microsoft in order to enable automatic syncing of sales reps' Person Accounts with Microsoft contacts and vice versa, the consultant should be aware of the following consideration:
C. New Person Accounts should be created in Salesforce and synced to Microsoft.
Explanation: Einstein Activity Capture is a feature in Salesforce that allows users to automatically capture email and calendar events and associate them with relevant records, such as contacts, leads, and opportunities. When integrating with Microsoft, it enables syncing of sales reps' activities between Salesforce and Microsoft applications, such as Outlook or Exchange.
When using Einstein Activity Capture with Microsoft, the consultant should ensure that new Person Accounts, which are a type of record in Salesforce used to represent individual consumers, are created in Salesforce and synced to Microsoft. This is because Person Accounts are native to Salesforce and may not exist in Microsoft's system. By creating them in Salesforce and syncing them to Microsoft, the consultant ensures that the Person Accounts are accurately reflected in both systems.
Option A, Lightning Sync, is not directly related to Einstein Activity Capture. Lightning Sync is a separate feature in Salesforce that allows for bidirectional synchronization of contacts and events between Salesforce and an external system, such as Microsoft Exchange or Google. While Lightning Sync can be used in conjunction with Einstein Activity Capture, it is not a specific consideration for setting up Einstein Activity Capture for Microsoft.
Option B, creating new Person Accounts in Microsoft and syncing them to Salesforce, is not the recommended approach. As mentioned earlier, Person Accounts are native to Salesforce and may not be supported or recognized in the Microsoft ecosystem. Therefore, it is more appropriate to create new Person Accounts in Salesforce and sync them to Microsoft.
Option D, Einstein Activity Capture supporting syncing on custom fields, is not a consideration specific to the setup of Einstein Activity Capture for Microsoft. Einstein Activity Capture primarily focuses on capturing and syncing email and calendar events, rather than syncing on custom fields.
In summary, the consultant should be aware that new Person Accounts should be created in Salesforce and synced to Microsoft when setting up Einstein Activity Capture for Microsoft to enable automatic syncing between the two systems.