Introduction
Many Salesforce users face a tough problem. Einstein Activity Capture only adds emails to standard records like contacts and opportunities. Custom records stay out of sync. This leads to missing information and a broken workflow. The limitations of Einstein Activity Capture are clear when users try to manage unique business needs.
Real-world Experience
Here's a real-life example of this common problem in action:
I've been missing the old ability to attach emails to custom records. It hurts our workflow every day, and it's really frustrating.
This case ties into a broader pattern where Einstein Activity Capture limits email linking to only standard objects, forcing many users into workarounds.
Einstein Activity Capture Solution
Einstein Activity Capture automatically syncs emails with Salesforce, but only with designated standard objects. This leaves custom records unsupported and disrupts key processes. Many admins try to work around this by manually linking emails or using additional features. Below are the steps needed to resolve this issue:
Review Supported Objects
Check the Einstein Activity Capture settings to see which objects are automatically supported. Note that custom records are not on the list.
Use Manual Logging Workarounds
If linking to custom records is crucial, consider using Salesforce's manual email logging. Navigate to the Activity Timeline on the custom record and use the 'Log a Call' option to add email details.
Leverage Email to Salesforce
Activate the Email to Salesforce feature. This option lets you forward key emails for manual association with any record, including custom objects, though it involves extra steps.
Test and Verify
After setting up a workaround, send test emails. Confirm the email data appears correctly in the custom records.
Limitations to Consider
These workarounds often require extra manual effort and do not provide a true sync. They may also lead to data gaps and increased administrative overhead over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't work with your custom records. DryMerge offers a different approach that can help. DryMerge is an AI-native app that connects with Salesforce and your email data to keep your records up to date. It gathers the important details from your emails and calendar events and matches them with the right Salesforce records. DryMerge makes sure that the key information you need shows up correctly, without extra steps. Its AI tools help pick the details that matter most for your work, so you get the right information exactly when you need it.
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.
