Sales reps at Cloud Kicks (CK) often receive important customer emails they want to log as
records related to Contacts in Salesforce. CK has Office 365, as well as a policy that
prevents users
from installing anything directly on their computers.
Which solution should a consultant recommend to meet this requirement?
A. Einstein Activity Capture
B. Salesforce Inbox
C. Lightning Console for Sales
A. Einstein Activity Capture
Explanation: Einstein Activity Capture automatically syncs emails and events between
Salesforce and Office 365 without requiring any installation on users' devices, making it an
ideal solution for Cloud Kicks, given their policy restrictions. By using Einstein Activity
Capture, sales reps can have customer emails logged as records related to Contacts in
Salesforce seamlessly. This tool works with cloud-based services like Office 365, syncing
activities in real-time and storing them within Salesforce, thus keeping records updated
without manual intervention.
Salesforce Inbox, while offering similar capabilities, requires an add-in installation that
might not align with CK's IT policy. Therefore, Einstein Activity Capture is the
recommended solution for this scenario as it meets CK’s requirements for automatic
logging without violating any software installation policies.
For more information on Einstein Activity Capture, you can refer to the Salesforce
documentation: Einstein Activity Capture Overview.