Introduction
Sales teams rely on solid data to track every client email. When using Einstein Activity Capture, emails are stored on AWS, which can block key reporting features. This issue creates confusion over what Outlook and Gmail integrations can actually do. The challenge is common, and there are ways to work around it.
Real-world Experience
Imagine a scenario where syncing and reporting don't quite match up.
I've had trouble understanding where my Outlook integration stops and Einstein Activity Capture begins. I can't report on emails stored on AWS, and it's frustrating!
This example shows a common problem many admins face when trying to balance smooth data flow with complete reporting.
Einstein Activity Capture Solution
The issue lies in how Einstein Activity Capture stores records off Salesforce, which stops them from being fully reported. One approach is to adjust integration settings and reporting strategies to limit these gaps. However, even with tweaks, limitations remain. Below are the steps needed to resolve this issue:
Review Integration Settings
Go to Setup and check your Einstein Activity Capture settings. Make sure that your Outlook or Gmail integrations are clearly separated from EAC rules. This helps you know where each function begins and ends.
Adjust Email Reporting Configuration
Modify your Salesforce reports to include data from connected email sources. Use standard report filters to capture the emails that sync outside of AWS.
Utilize Data Export Options
Set up data export tools to extract email records from AWS. This option helps in creating a more complete reporting view, even if emails are stored off-platform.
Limitations to Consider
While these steps can improve tracking, they don't fully overcome the limitations of emails stored on AWS. Additional monitoring and occasional manual updates may still be needed, which can add extra work over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't give you the full picture, especially with emails stored off Salesforce that leave gaps in your reports. DryMerge offers a simple alternative to address these issues. DryMerge is an AI-native app that integrates with Salesforce and your email/calendar systems to keep your data updated accurately. It directly syncs emails and calendar events, turning messy email data into clear, ready-to-use records in Salesforce. This tool handles multiple email accounts and attachments to reduce common sync errors, so you get a more complete view without extra manual work. Its built-in AI tools pick out the key details you need for your reports, making it easier to understand your email communications.
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.
