Introduction
Integrating emails with Salesforce can be tricky. In some Service Cloud setups, emails don't automatically link to the right account. Many admins wonder if Einstein Activity Capture could fix this. This guide dives into the challenges of linking emails to accounts and outlines practical steps to improve accuracy.
Real-world Experience
Consider this real-life example from an admin facing similar challenges:
I've tried to link emails to accounts manually, and it's just too much work. I wonder if Einstein Activity Capture would allow automatic linking to accounts.
This example highlights a frequent challenge: ensuring emails connect correctly to accounts, a common frustration in Service Cloud implementations.
Einstein Activity Capture Solution
Salesforce shows that Einstein Activity Capture can help associate emails automatically, but only when setups like Person Accounts are used. In environments without Person Accounts, email linking may not occur as expected. Sometimes, even with Einstein Activity Capture enabled, issues remain. Below are the steps needed to resolve this issue:
Check Person Account Settings
Ensure your Salesforce org has Person Accounts enabled. Go to Setup > Account Settings and confirm that Person Accounts are activated to aid auto-linking.
Review Email Association Rules
Navigate to Setup > Email-to-Salesforce. Check that the association rules and matching fields are set to link incoming emails with the correct account records.
Test Einstein Activity Capture
Use a sandbox to enable Einstein Activity Capture. Monitor if emails automatically associate with accounts and verify that the linking rules work as expected.
Document a Manual Workaround
If auto linking still fails, outline a clear manual process using the 'Add to Salesforce' button. Track steps so team members can follow a consistent process.
Limitations to Consider
While Einstein Activity Capture can improve email linking, its effectiveness is limited. It works best with Person Accounts and may not fully auto-associate emails with standard Accounts. In addition, integration with other ERP systems can complicate matters, requiring extra manual intervention and ongoing maintenance.
Alternative Solution
It can be really frustrating when Einstein Activity Capture does not link emails to the right accounts, leaving you with extra work. DryMerge offers another approach to this problem. DryMerge is an AI-native app that works with Salesforce and your email systems to keep information accurate and up-to-date. It checks your emails, picks out the key details, and makes sure they are attached to the correct accounts without creating duplicates. DryMerge uses AI to focus only on the information that matters for linking emails to accounts, helping you avoid mistakes and save time.
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.
