Introduction
Users often expect Einstein Activity Capture to detect email addresses in conversations and prompt the creation of new contact records. This gap means that contacts are not automatically created, leading to extra work for sales teams. Missing prompts can result in incomplete data and lost sales opportunities. The following discussion digs into these real-world challenges and sets the stage for a better solution.
Real-world Experience
Consider a case where the system never prompts for a needed contact update.
I've been expecting Einstein Activity Capture to detect new email addresses in my threads and prompt me to create contact records, but it's not working.
This issue is common among users who depend on Einstein Activity Capture to keep Salesforce records up-to-date, forcing them to rely on manual updates.
Einstein Activity Capture Solution
The community notes that a fix is expected in a future release, yet many rely on workaround methods. Some recommend checking the configuration settings and manually updating records when emails from unknown addresses come in. While these steps may help temporarily, they are not ideal. Below are the steps needed to resolve this issue:
Review Configuration Settings
Go to Salesforce Setup and open Einstein Activity Capture settings. Check that all options related to email and contact syncing are enabled.
Validate Email Integrations
Ensure your email account is properly connected to Salesforce. In both Salesforce and your email provider, verify linkage and permission settings.
Conduct a Test Run
Send a test email using an unknown address. Observe if Einstein Activity Capture prompts for a contact record creation. This helps pinpoint any misconfigurations.
Monitor Upcoming Releases
Stay updated on Salesforce release notes. The summer update is expected to address this issue, making it easier to capture and create contacts automatically.
Limitations to Consider
These steps help, but they depend on manual checks and the timing of Salesforce updates. Variations in system setup and email configurations can limit the effectiveness of the workarounds and may increase administrative effort.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't create contacts from your emails, leaving your Salesforce records incomplete. DryMerge is an alternative that helps solve this problem. DryMerge is an AI-native app that integrates directly with Salesforce and your email and calendar systems, ensuring your information is updated accurately. It checks your emails to pick out the details needed to create or update contact records right in Salesforce. This means you don't have to spend extra time manually fixing records, and you get the right information in the right place, every 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.
