Introduction
When Salesforce admins face issues with Einstein Activity Capture, it can slow down a team. Users sometimes do not appear as available in configuration settings. In some cases, connected account options are missing in personal settings. This guide lays out common pitfalls and practical fixes to get your system running smoothly.
Real-world Experience
Consider a case where configuration details seem off.
I've been trying to assign my users to Einstein Activity Capture, but they do not show as available. Also, my Connected Accounts option is missing in Personal Settings. I even changed their profiles, but nothing worked.
This scenario is common. Many admins face similar challenges with permission assignments and configuration errors in Einstein Activity Capture.
Einstein Activity Capture Solution
The issue usually comes from not having the right permissions set for the users. Salesforce requires the Standard Einstein Activity Capture permission set for the feature to work properly. Below are the steps needed to resolve this issue:
Verify User Eligibility
Check that the user's license supports Einstein Activity Capture. Go to the user's detail page and review their license details.
Assign Permission Set
Navigate to Permission Set Assignments. Assign the Standard Einstein Activity Capture permission set to the affected users.
Confirm Connected Accounts Visibility
After assigning the permission, go to the user's Personal Settings. Ensure that the Connected Accounts option now appears.
Review Profile Configurations
Double-check that no extra profile restrictions are interfering with the settings. Standard profiles should not block the feature once the permission set is assigned.
Limitations to Consider
Even with the correct permissions, sync delays or occasional visibility glitches may still occur. Some issues may reappear after system updates, which might require another review of settings. Also, variations in user licenses can affect the process.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't keep up with your need for accurate email and calendar syncing in Salesforce. DryMerge might be the answer you're looking for. DryMerge is an AI-native app that connects directly with Salesforce and your email and calendar services to make sure data is updated reliably. It goes through your emails and calendar events to pull out the key details needed for your records. This means it helps clear up the syncing issues you face, reducing errors and keeping things current. Its AI tools focus on finding just the right information for your tasks, so you get clear, accurate data without the extra hassle.
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.
