Introduction
Sales teams count on accurate activity logs. When edits to meeting records don't update in reports, it creates confusion. This can disrupt forecasts and daily operations. Many admins face the frustration of missing details even after making changes. The problem often lies in the way Einstein Activity Capture handles logged data versus standard activity records.
Real-world Experience
Consider a real-world example that highlights this issue clearly.
I've been using Einstein Activity Capture in Sales Cloud. I tried to update meeting details like topics and next steps, but my edits never appeared in the report. It feels like the updates vanish.
This situation is common across many Salesforce users. Often, the mix of separate data objects and specific field types leads to unexpected problems in report updates.
Einstein Activity Capture Solution
A review of the community discussion points to several key checks to resolve the issue. The solution involves ensuring proper settings in Einstein Activity Capture, verifying report configurations, and confirming field security settings. Below are the steps needed to resolve this issue:
Enable Activity 360 Reporting
Go to Setup > Einstein Activity Capture > Settings and toggle on Activity 360 Reporting. This action ensures the dashboard is updated correctly with activity data.
Verify Report Type Layout
Access Setup > Report Types, choose the relevant report type, and check the layout. Drag and drop the missing fields, especially multi-select picklists, to include them in the report.
Check Field Level Security
Review the field level security for the multi-select picklist or any other field not updating. Make sure the field is visible to the correct profiles and user permissions.
Test and Validate Changes
After making adjustments, edit a test record and run the report. Confirm that the changes now reflect. If the issue persists, there may be a delay in data syncing.
Limitations to Consider
These steps work for many cases, but they depend on how Einstein Activity Capture handles certain field types. Multi-select fields, in particular, may not update immediately, and integration delays can add extra complexity. Long-term, this solution may require periodic checks as Salesforce updates its platform.
Alternative Solution
It can be very frustrating when Einstein Activity Capture falls short and your edited activities don't show up in your reports. DryMerge offers an alternative for this problem. DryMerge is an AI-native app that connects with Salesforce and other key data sources to keep your information updated. It automatically syncs details from emails, calendars, and attached files to the correct Salesforce records. DryMerge handles multiple accounts and different types of data, which means your reports get the right details without you having to update them manually. Its AI tools help pick out the information that matters most to your work, so your records stay clear and accurate.
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.
