Introduction
Sales teams need to keep email data private. When using Einstein Activity Capture, all email addresses sometimes show up for everyone. This creates confusion and risks data mix-ups. Setting up the system correctly is hard and leads to frustration. The challenges come from how email addresses are shared by default. The article below breaks down this problem and guides you through clear steps to fix it.
Real-world Experience
Consider a sales team battling with email visibility challenges due to misconfigured settings.
I've been struggling with Einstein Activity Capture for weeks now. Every time I try to send an email, all email addresses show up instead of just mine.
This situation is common when org-wide email addresses are set up without proper restrictions, leading to all reps seeing every email address.
Einstein Activity Capture Solution
The community has noted that the confusion stems from using organization-wide email addresses with Einstein Activity Capture without proper profile restrictions. A careful setup using profiles and permission sets can help. Sales reps will then see only the correct 'FROM' email address when composing emails. Below are the steps needed to resolve this issue:
Review Org-Wide Email Settings
Go to Setup > Email Administration > Organization-Wide Addresses. Check that each address has the 'User Selection' purpose. Remove any addresses that should not be shared broadly.
Configure Permission Sets
Create new permission sets for email access. Assign only the necessary profiles to each permission set, ensuring that only the relevant sales reps have access to their own email addresses.
Adjust Profile Settings
If sales reps share profiles, update the profile settings directly. Navigate to Setup > Organization-Wide Addresses, edit the address record, use 'Allow Only Selected Profiles to Use the From Address', and select the proper profiles.
Test and Validate
Have a few sales reps send test emails. Confirm that they only see their own email addresses when composing messages. Make adjustments if any issues remain.
Limitations to Consider
Though this solution works well, it depends on exact configuration. If profiles vary widely or if custom settings intercede, the adjustments may require additional fine-tuning. This setup might require regular reviews to ensure it keeps working as expected.
Alternative Solution
It can be really frustrating when Einstein Activity Capture mixes up email addresses and doesn't keep your information private. DryMerge offers an alternative that is meant to fix these issues. DryMerge is an AI-native app that integrates with Salesforce and your email service to make sure details are updated accurately. It automatically syncs email and calendar data, keeping each sales rep's information separate so you only see your own email addresses. Its smart, built-in tools help pick out the important details from emails, calendar events, and attachments, ensuring the right data gets to Salesforce without extra manual work.
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.
