Introduction
Sales teams need all email records synced in Salesforce, but sometimes Einstein Activity Capture misses emails that don't match expected rules. This leads to gaps in customer accounts and lost approvals or reference emails. The issue disrupts daily work and creates frustration when important communication isn't logged as it should be. The problem is common when emails like approvals or non-standard communications aren't automatically added to the record.
Real-world Experience
Here's an example from a user facing this exact issue:
I've been frustrated since my emails for approvals never sync with the customer account. Without a matching email in the system, I lose important info.
This reflects a common pattern where Einstein Activity Capture misses emails that do not follow expected rules, leaving gaps in critical customer records.
Einstein Activity Capture Solution
The community has noted that once Einstein Activity Capture is active, the option to manually log emails is disabled. The system automatically links emails based on matching criteria. This limitation means that if an email doesn't meet the criteria, it simply isn't synced, which many users find problematic. Below are the steps needed to resolve this issue:
Review Sync Settings
Go to Salesforce Setup, find Einstein Activity Capture settings, and confirm that sync rules are active. Note that manual log options are not available when these settings are enabled.
Check User Permissions
Verify that user profiles have the correct permissions. Without proper permissions, even if a workaround exists, the manual log option might be missing.
Consider Adjusting Matching Criteria
Evaluate if the matching rules can be tweaked to catch more emails. Adjust conditions so that more emails match known contacts or accounts, though this may not solve all cases.
Explore Alternative Integration
If the limitations persist, it may be best to switch to a tool that supports manual email logging and flexible sync options.
Limitations to Consider
Even after reviewing settings and permissions, Einstein Activity Capture does not support manual entry for unmatched emails. This limitation can lead to inconsistent data capture, increased administrative overhead, and potential gaps in key communication records over time.
Alternative Solution
If you are frustrated by how Einstein Activity Capture sometimes misses important emails, it can feel like a real obstacle to keeping your records complete. DryMerge offers a practical alternative for these gaps. DryMerge is an AI-native app that connects with Salesforce and your email and calendar systems to make sure your information is updated reliably. It lets you add emails and calendar events both manually and automatically when traditional syncing falls short. DryMerge helps cover the gaps by ensuring details from multiple email accounts, attachments, and unstructured data are logged accurately. Its built-in AI tools work to enrich your data by selecting the details most relevant to your records, keeping your Salesforce information clear and complete.
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.
