Introduction
Einstein Activity Capture syncs emails with standard Salesforce objects, such as Contact. When trying to use it with a custom object like Enquiry, many users face problems. This gap in functionality means important email data may not be captured, causing workflow disruptions.
Real-world Experience
Here's a case that shows this limitation in action:
I've been trying to capture emails from my custom Enquiry object, but Einstein Activity Capture only works on Contacts.
This issue is common; many find that standard email syncing leaves custom objects out, which can hurt data flow and sales tracking.
Einstein Activity Capture Solution
Einstein Activity Capture is built to work with standard objects only. Many admins have looked for workarounds, but the tool won't capture emails for custom objects. Below are the steps needed to resolve this issue:
Review Your Settings
Check your Salesforce setup to confirm Einstein Activity Capture is configured for standard objects like Contact, not custom objects such as Enquiry.
Explore Available Workarounds
Look at community posts and the Idea Exchange. Others have noted the limitation and discussed custom API approaches that may help bridge the gap.
Plan a Custom Integration
Consider working with a developer to build a custom solution using Salesforce APIs. This integration can capture emails for custom objects by manually programming the data sync.
Acknowledge Built-in Limits
Remember, Einstein Activity Capture itself does not support custom objects. Any workaround might require extra manual steps and ongoing maintenance.
Limitations to Consider
These steps offer a possible path forward, but they depend on custom coding and may increase administrative work. Furthermore, the custom integration might face challenges with future updates or scalability.
Alternative Solution
It can be really frustrating when Einstein Activity Capture does not work as expected with your custom objects, like the Enquiry object tied to Contacts. Instead, try DryMerge for a smoother experience. DryMerge is an AI-native app that works with Salesforce and your email and calendar systems to keep your information up-to-date. It checks your emails and calendar events and puts the key details into the correct Salesforce records, even for custom objects. This means you won't need to worry about missing data or extra manual setups. With its smart system, DryMerge picks out the most important details to match your needs, making sure your data is reliable and accurate.
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.
