Introduction
Salesforce users often face a puzzling problem: Outlook events sync successfully while the Salesforce calendar stays empty. This misalignment causes confusion and disrupts scheduling. The article outlines the issue and explores a more reliable solution.
Real-world Experience
Imagine a user who sees event sync logs but finds nothing on the Salesforce calendar.
I enabled Einstein Activity Capture. Emails and events from Outlook are syncing, but my Salesforce calendar remains empty. How can I fix this?
This example reflects a broader trend where proper syncing occurs, yet the calendar fails to display events, frustrating many Salesforce admins.
Einstein Activity Capture Solution
Analysis shows that the likely cause stems from permission settings and calendar configuration gaps. Even if the system reports successful sync, subtle misconfigurations can block Outlook events from displaying. Below are the steps needed to resolve this issue:
Verify User Permissions
Check that all users have the correct permission sets. Ensure the 'Inbox Capture with Einstein Activity' set is assigned and that they have read and edit rights on events.
Review Calendar Settings
Go to Salesforce calendar settings and confirm that no filters or configurations hide Outlook events. Adjust as needed to allow all synced events to show.
Test and Validate Integration
After adjusting settings, create a test event from Outlook. Verify its appearance on the Salesforce calendar. Confirm with multiple users if possible.
Limitations to Consider
This solution can be limited by syncing delays, hidden filters, or subtle integration misconfigurations. In some cases, manual monitoring is still needed to catch recurring issues, which can add extra work over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture does not show your Outlook events in Salesforce. DryMerge offers a different approach that targets this exact issue. DryMerge is an AI-native app that connects Salesforce, Outlook, and your other data sources to keep your information accurate and up to date. It gathers details from Outlook and makes sure that your Salesforce calendar shows every event correctly. This means you no longer have to worry about missing events or spend time checking and fixing errors. With DryMerge, you get clear and reliable updates that show just the information you need for your scheduling.
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.
