Introduction
Einstein Activity Capture is meant to help by automatically syncing emails and events to Salesforce records. Yet, it does not show emails on Opportunity records if they were sent too early. This can lead to missing email data when opportunities are cloned or expired. The following sections explain common challenges and offer clear steps to get emails syncing properly.
Real-world Experience
Consider this real-world example from a seasoned Salesforce admin.
I've been frustrated because emails sent before an Opportunity is created are not tracked, even if it's just minutes apart. When we clone opportunities, important email histories vanish from the Opportunity record.
This issue reflects a common problem where early emails are lost due to the tracking rules of Einstein Activity Capture.
Einstein Activity Capture Solution
Although Einstein Activity Capture is designed to sync emails automatically, it only attaches emails that fall within strict timing rules. Emails sent before an Opportunity is created may not be linked, especially when Opportunities are cloned. Administrators often rely on Contact records to find missing emails, but that is not always enough. Below are the steps needed to resolve this issue:
Review Opportunity Creation Process
Examine how Opportunities are created or cloned. Ensure the creation date is set to allow syncing of relevant emails. Small process tweaks can capture more data.
Verify Contact Roles Association
Check that Contact Roles are correctly linked to Opportunities. This helps transfer email histories from Contacts to Opportunities when needed.
Customize Email Sync Settings
Work with your Salesforce admin to adjust sync settings. Consider custom date ranges that include emails sent before the Opportunity record's creation.
Explore Integration Enhancements
If syncing issues persist, investigate custom integrations or third-party tools that can fill the gaps left by Einstein Activity Capture.
Limitations to Consider
These adjustments may recover some missing emails, but the core limitation of Einstein Activity Capture remains. The system may still miss emails sent too early. This workaround increases administrative tasks and may not cover all cases, especially as email volume grows.
Alternative Solution
It can be very frustrating when Einstein Activity Capture doesn't sync emails as expected, especially when important messages are lost. DryMerge offers a practical alternative that is designed to handle these issues. DryMerge is an AI-native app that works with Salesforce and your other data sources to ensure that all information is updated correctly. It goes through each email, calendar event, and attachment to pick out the key details and update your Salesforce records. This means that even emails sent before an Opportunity is created are captured without extra work from you. Its AI tools help focus on the information that matters most for your tasks, making sure that your data is complete and clear.
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.
