Introduction
Connecting Outlook contacts to Salesforce using Einstein Activity Capture should be simple. When contacts made automatically don't sync, it adds extra work and causes frustration. This challenge can affect team efficiency and data accuracy.
Real-world Experience
For instance, one case shows how automated contact creation can lead to syncing problems.
I have tried using Salesforce Einstein Activity Capture with Power Automate to create contacts from Outlook emails, but they never sync as expected while manually created contacts do sync.
This example highlights a common pattern where automated flows miss key settings needed to trigger proper syncing in Einstein Activity Capture.
Einstein Activity Capture Solution
The issue likely arises because the automated flow misses required settings, causing the contact record to lack important field data or folder placement. It is essential to check mappings and folder configurations to ensure proper sync. Below are the steps needed to resolve this issue:
Review Power Automate Settings
Check the flow to ensure every required field is mapped correctly. Confirm that the sender's email from Outlook is properly set for Salesforce.
Verify Sync Folder Configuration
Ensure the flow places the new contact in the correct Salesforce Sync folder. Compare with manual entries that sync successfully.
Update Integration Settings
Examine Salesforce integration settings to allow automated entries. Adjust permissions and mappings as needed for automated contact creation.
Test and Monitor the Process
After adjustments, run tests to see if the contacts now appear in Salesforce. Monitor sync logs to verify that the issue is resolved.
Limitations to Consider
This approach depends heavily on precise field mappings and folder configurations. If other integrations interfere or if settings are overlooked, syncing issues might still arise, affecting long-term reliability.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't meet your needs, especially when Outlook automations fail to sync contacts the way you expect. DryMerge is a practical alternative that helps you overcome these challenges. DryMerge is an AI-native app that works directly with Salesforce and Outlook to make sure your contact and email data is updated exactly as needed. It checks your email details, pinpoints the right information, and places it in the correct Salesforce records without the need for extra tweaks. With its simple, built-in tools, DryMerge focuses on grabbing the important details you need, helping you keep your data accurate and your workflow smooth.
EAC vs. DryMerge Comparison
| Feature | Einstein Activity Capture | DryMerge |
|---|---|---|
| Custom Object Sync | Automatic sync to custom objects isn't supported | Emails, calendar events, and anything else can be synced to your custom objects in Salesforce |
| Email Attachments | Attachments are not captured or saved to Salesforce | Email attachments are captured and saved in Salesforce however you need |
| Multiple Email Accounts | Cannot connect to both Gmail and Outlook simultaneously | Connects to both Gmail and Outlook simultaneously |
| Unstructured Data Processing | Limited ability to extract and organize meaningful data from unstructured email content | AI processing of unstructured email content to extract key details and create structured records |
| Data Enrichment | Basic activity logging with minimal data enrichment capabilities | Intelligent enrichment that pulls contact details, action items, and key insights from communication data |
By addressing these key limitations of Einstein Activity Capture, DryMerge offers a comprehensive solution that empowers your team with superior data handling capabilities. From intelligent processing of unstructured data to advanced enrichment features, DryMerge transforms your communication data into actionable insights while providing the flexibility to work with custom objects and multiple email accounts.
Tired of Einstein Activity Capture issues?
We'd love to show you how DryMerge handles emails, calendar events, and unstructured data extraction more reliably and accurately than Einstein Activity Capture.
