Introduction
Salesforce can sometimes delay updating the 'Last Activity Date' after a call is logged with Einstein Activity Capture. This delay can lead to data gaps and confusion when tracking leads. The article outlines common challenges and walks through clear steps to fix the issue.
Real-world Experience
Here's an example of a user facing this delay in real time:
I've been testing Einstein Activity Capture and logged a call on a lead, but the 'Last Activity Date' stayed blank. I wonder if I'm missing a key step.
This situation is common, with many users noticing that the sync delays create a pattern of incomplete data tracking.
Einstein Activity Capture Solution
Einstein Activity Capture sometimes delays syncing the 'Last Activity Date' after a call. The community suggests checking your activity settings and allowing extra time for data to update. Sometimes, backend processing or network delays cause this lag. Below are the steps needed to resolve this issue:
Review Activity Settings
Open Salesforce setup and find the Einstein Activity Capture settings. Verify that activity metrics are enabled and tasks are configured to update automatically.
Test with Wait Time
Log a call and then wait at least five minutes. Check if the 'Last Activity Date' updates after the delay, ensuring that the task is marked as complete.
Check Data Integration
Confirm that the connection between your email system (like Outlook) and Salesforce is active. Review integration settings to make sure data flows correctly.
Limitations to Consider
While these steps can help address the delay, they may not work in every scenario. Backend processing times or network issues can still affect the update speed. This approach may not scale well during heavy usage or at peak times.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't update the 'Last Activity Date' as quickly as expected, leaving you with gaps in your data. DryMerge offers a different approach designed to solve this specific delay. DryMerge is an AI-native app that connects with Salesforce and your other data sources to keep your records up-to-date without the lag. It processes your email, calendar, and attachment data in real time to ensure that the 'Last Activity Date' is updated accurately when you log a call. This means that instead of waiting and double-checking your settings, DryMerge works to fill in those gaps, so you have a clear view of your interactions. Its AI power helps pick out the most relevant pieces of information needed for your task, making sure that your data stays 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.
