Cloud Kicks (CK) の営業担当者は、Salesforce の連絡先に関連するレコードとして記録したい重要な顧客メールを頻繁に受け取ります。CK には Office 365 があり、ユーザーが自分のコンピューターに直接何かをインストールできないようにするポリシーもあります。
この要件を満たすためにコンサルタントはどのソリューションを推奨すべきでしょうか?
正解:A
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.