Introduction
Salesforce users often find that events imported from Google Calendar via Einstein Activity Capture arrive with preset fields that do not match their business needs. Customizing these fields to reflect contact type, lead source, or other values is a constant headache. In many cases, manual edits are needed, which wastes time and risks data accuracy. This article explains the challenge and guides you through a better solution.
Real-world Experience
Here's an example that shows how messy event field data can be.
I've been struggling with Einstein Activity Capture for weeks. Every event from Google Calendar comes in with the wrong type, forcing me to change them manually each time. It's frustrating and slows down my work.
This case reflects a common problem where mis-mapped fields cause data issues for many Salesforce teams.
Einstein Activity Capture Solution
The issue with customizing fields in Einstein Activity Capture stems from preset rules that do not meet specific business requirements. Users face challenges in applying different record types and field values automatically. Standard configurations may not capture all the nuances required by diverse sales processes. Below are the steps needed to resolve this issue:
Review Calendar Integration Settings
Go to Setup in Salesforce and check the Google Calendar sync settings. Confirm that the default event fields match your business needs.
Create Custom Field Mapping
In Setup, locate the Einstein Activity Capture settings. Use the custom mapping option to choose the correct record types and preset field values.
Deploy Automation Rules
Set up workflow rules or quick actions to automatically adjust event fields when they are created. This ensures events reflect the correct records without your manual input.
Limitations to Consider
While these steps improve field customization, limitations remain. Custom mappings can be inflexible and may not cover all scenarios. Changes in business processes might still require occasional manual adjustments.
Alternative Solution
It can be very frustrating when Einstein Activity Capture doesn't let you customize event fields from Google Calendar the way you need. DryMerge offers a practical fix by serving as an AI-native app that links Salesforce with your Google Calendar data. DryMerge makes sure that each event update in Salesforce shows the right details without the need for extra manual changes. It checks your event information, sorts it correctly, and only pulls the data that matters for your records. This setup helps you avoid mis-mapped fields and reduces the hassle of repeated corrections.
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.
