Introduction
Salesforce users often fight with Einstein Activity Capture when auto-sync forces itself on and reporting misses key emails. Team members see emails logged differently, and activities are not tracked as expected. This causes confusion when creating reports that rely on complete activity data. The problem may stem from forced settings in auto-capture and differences in how manual and automatic logs are handled.
Real-world Experience
Consider a recent case that highlights these challenges clearly.
I have been struggling with Einstein Activity Capture for a while. The auto-sync feature forces itself on team members, and emails logged automatically do not show up as proper activities. This makes it hard to filter reports by recent emails, and my team is frustrated with the inconsistent behavior.
This case reflects a common issue where auto-sync settings override manual preferences and disrupt accurate activity reporting across the board.
Einstein Activity Capture Solution
Analysis shows that the problem occurs because auto-captured emails are saved differently from manually logged ones. This difference leads to missed activity data in reports. Adjusting profile settings and review of the Einstein Activity Capture configuration can help. Below are the steps needed to resolve this issue:
Verify User Settings
Review the profiles of affected team members in Salesforce. Navigate to Setup > Users > Profiles and check the Einstein Activity Capture settings. Ensure that auto-capture is not forced by default for lower hierarchy roles.
Review Configuration Settings
Go to the Einstein Activity Capture setup page in Salesforce. Look for configuration options that control auto-sync behavior. Adjust the settings so that manual logging remains available where needed.
Adjust Email Reporting
Since auto-captured emails use different objects, update your reports. Switch to Activity 360 Reporting or modify filters to include EmailMessage objects. This ensures all emails are counted as activities.
Test and Monitor
After making the changes, test with a few users. Monitor the activity reports to confirm that both manual and auto-captured emails are logged correctly.
Limitations to Consider
Even after these adjustments, limitations remain. Auto-captured emails may still be treated differently in other parts of Salesforce. There might be persistent issues with duplicate data or incomplete integration, which requires ongoing monitoring.
Alternative Solution
It can be really frustrating when Einstein Activity Capture forces settings that miss key details and leave your reports incomplete. DryMerge offers an alternative approach to handle your syncing issues. DryMerge is an AI-native app that connects with Salesforce and your email and calendar systems to keep your records updated accurately. It gathers all your emails and events in a consistent way, ensuring that every piece of data is recorded correctly. DryMerge logs each activity clearly and also handles multiple accounts and attachments without extra efforts on your side. Its AI capabilities help pick out the specific information needed for your tasks, so your Salesforce reports always show the complete picture.
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.
