Introduction
Many Salesforce users find that sent emails do not show up in the Activity feed when using Einstein Activity Capture. This issue often leaves teams missing key data and impacts follow-ups. Some have also noticed that the Email Message object seems to disconnect behind the scenes. These challenges can make it hard for sales teams to track interactions accurately while relying on automated updates.
Real-world Experience
Consider a case where syncing issues disrupt everyday workflow.
I've enabled Einstein Activity Capture following the guide, but my sent emails never appear in the Activity feed. I also worry that the Email Message object might be disconnected once Einstein Activity Capture is enabled.
This experience mirrors a common pattern where users see data gaps and unexpected disconnects, affecting the overall reliability of email tracking in Salesforce.
Einstein Activity Capture Solution
The community and Salesforce experts suggest verifying core settings when emails do not appear in the Activity feed. Issues may stem from configuration settings, feed filters, or integration steps that are overlooked. Sometimes, the built-in setup may not capture every email, especially when background processes change standard object connections. Below are the steps needed to resolve this issue:
Review Integration Settings
Go to the Einstein Activity Capture settings in Salesforce. Check that the email integration is properly connected to your email account, ensuring that syncing is enabled for both emails and calendar data.
Check Email Sync Options
Examine the email settings under the Salesforce setup. Ensure that all emails sent are marked to be captured. Look for settings that might filter out certain email types or tags.
Verify Activity Feed Filters
Inspect your Activity feed configuration. Make sure that filters or list views are not hiding email records. Adjust filters so that all records from Einstein Activity Capture are visible.
Confirm Email Message Settings
Look at the settings for the Email Message standard object. Confirm that no disconnection is occurring in the background due to Einstein Activity Capture. If needed, update permissions or settings to restore full connectivity.
Limitations to Consider
While these steps help address immediate display issues, the native setup may still limit customization and long-term data integration. Admins might face challenges when scaling or integrating with other systems due to preset constraints.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't put all of your sent emails into the Activity feed, leaving you with gaps and missing data. DryMerge offers a different way to handle this problem. DryMerge is an AI-native app that works with Salesforce and connects to your email and calendar systems so that your information is updated clearly and accurately. It takes the mixed-up email and event details and turns them into proper, reliable records in Salesforce, ensuring nothing is left out. Plus, its AI features help pick out the most useful details for your tasks, making email tracking easier and keeping your workflow on track.
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.