Introduction
Sales teams often waste time pushing emails manually into Salesforce. Einstein Activity Capture is meant to help. However, syncing issues can stop emails from linking to the right opportunities. This can cause gaps in data and miscommunication. The problem is common in busy sales teams where every email counts. The example below shows a real case that many face.
Real-world Experience
Here's a real example to show the challenge in plain terms:
I've been struggling with Einstein Activity Capture for weeks. Every time I try to sync my Outlook emails, they do not link to the correct opportunities, and I end up missing key client interactions.
This situation is not rare. Many users face problems with linking emails correctly, which stresses the need for better syncing methods.
Einstein Activity Capture Solution
The community suggests checking a few settings to make Einstein Activity Capture work as expected. Users can manually configure each email account and adjust record mappings. Although these tweaks may help, they are often not enough for busy teams. Below are the steps needed to resolve this issue:
Check Email Account Connection
Go to the Outlook integration settings in Salesforce. Verify that each user's email account is connected. This ensures that emails start syncing.
Review Opportunity Mapping
In the Einstein Activity Capture setup, check that emails are mapped to opportunity records. If the map only links to contact records, update the settings to include opportunities.
Configure Manual Overrides
If emails still do not link correctly, add a manual override. Create a custom lookup field that ties emails directly to opportunities.
Test the Changes
Send a test email from Outlook. Then, check Salesforce to see if the email now links to the right opportunity record.
Limitations to Consider
These steps work in many cases, but each user must set up the connection manually. In environments with multiple opportunities and duplicate contacts, mapping remains a challenge. Over time, user error and changes in email practices may still cause issues.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't link your emails correctly, leaving you with lost details and extra work. DryMerge offers a clear alternative for this issue. DryMerge is an AI-native app that connects with Salesforce and your email source, ensuring that your information stays updated reliably. It takes raw email data and moves it into the right Salesforce records, so you no longer have to spend time manually linking emails. DryMerge also connects multiple email accounts and sorts attachments properly. Its AI features help pick out the details you need, making sure the right information goes to the right place.
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.
