Introduction
Sales teams need clear, accurate data. When event activities sync via Einstein Activity Capture, wrong records can show up on Contacts and Accounts. This problem can lead to duplicate records and confusion during follow-ups. Understanding what gets synced and how to control it is key to smooth operations.
Real-world Experience
Consider a real scenario that shows these common problems in action.
I've been trying to use EAC to catch Event activities and have them recorded on Contacts and Accounts. I'm confused about the best practice and what exactly gets synced.
This issue mirrors what many users encounter: duplicate records, unexpected contact syncing, and a mix-up of data that causes more work for sales reps.
Einstein Activity Capture Solution
Community feedback and best practices suggest that using Einstein Activity Capture without proper settings can create messy data. The syncing settings are not always clear. Administrators may accidentally enable a two-way sync, which causes extra contacts to appear. Below are the steps needed to resolve this issue:
Review Sync Settings
Go to Salesforce Setup and check the Einstein Activity Capture configuration. Make sure that only emails and event activities are set to sync. Confirm that contact syncing is turned off.
Limit Data to Relevant Records
Adjust the settings so that only event activities related to the main owner of the record are captured. This reduces unwanted contact or account entries.
Monitor and Test Sync
After adjusting the settings, run a few tests. Check the sync logs to ensure only the correct event activities show up in Salesforce. This helps catch any issues early.
Limitations to Consider
While these adjustments help, administrators must regularly review sync settings. The process can be time-consuming and may not scale well for larger teams. Users might also face limitations due to inherent design restrictions of Einstein Activity Capture.
Alternative Solution
It can be really frustrating when Einstein Activity Capture falls short and floods your Salesforce records with extra contacts and confusion. DryMerge offers another path that aims to clear up this issue. DryMerge is an AI-native app that works with Salesforce and your calendar and email systems to keep your records reliable and accurate. It focuses on syncing only the events and emails that matter, which stops unwanted contacts from duplicating. DryMerge carefully selects the right details to update your Salesforce records exactly as needed, helping you avoid the extra work and errors that come with messy data. Its built-in AI tools make sure the information you see is just what you need for your daily tasks.
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.
