Introduction
Salesforce users often find that events from Gmail do not appear on Opportunity records. This issue happens because the 'Only Show Events that are Salesforce Records' setting is on by default. As a result, non-linked events get left out and important activity data is missed. Understanding this problem is key to ensuring complete activity tracking across your accounts.
Real-world Experience
Consider a case where a trailblazer faced a real headache with event syncing.
I've been struggling with Einstein Activity Capture. My Gmail events no longer sync to Opportunities, and it's really breaking my workflow. I find the default setting blocks events I need, and it makes following up with leads much harder.
This situation is common when default settings in Einstein Activity Capture stop important events from showing up where they are needed most, which can impact sales tracking.
Einstein Activity Capture Solution
The community has discussed several fixes for this problem. Some suggest using Salesforce Inbox to manually link events, while others lean toward a custom automation using Flow or Apex. Each method has its benefits and challenges. Below are the steps needed to resolve this issue:
Review Settings
Go to your Einstein Activity Capture settings. Confirm that 'Only Show Events that are Salesforce Records' is enabled. Understand that this setting prevents non-linked Gmail events from syncing to Opportunities.
Enable Manual Association
Set up Salesforce Inbox so users can manually attach Gmail events to Opportunities. Educate users on linking events during creation to ensure all relevant events show in activity timelines.
Implement Automation
Create a Salesforce Flow or Apex Trigger that checks when a Gmail event is added. Automatically search for related Opportunity records and link the event if a match is found. This reduces manual work and ensures consistency.
Limitations to Consider
While these solutions help sync events, manual linking depends on user action and automation requires custom development. Both approaches can add extra work for admins and may not scale easily for large teams.
Alternative Solution
It can be very frustrating when Einstein Activity Capture doesn't sync Gmail calendar events to your Opportunities the way you need it to. That's why DryMerge stands as a practical alternative to handle these specific issues. DryMerge is an AI-native app that connects your Salesforce with Gmail, ensuring that your calendar events are updated accurately in Salesforce. It takes the unstructured data from Gmail and moves the right calendar events into the proper Salesforce records, addressing the gap left by default settings. With its AI capabilities, DryMerge enriches the information by picking out the details you need to keep your records complete and reliable.
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.
