Introduction
Organizations using Einstein Activity Capture to sync events from Outlook to Salesforce face a big problem. Event notes and descriptions get removed during the sync. This causes lost information and slows down work. The discussion below dives into a real-world example and shows how to fix it.
Real-world Experience
Consider a case where syncing between Outlook and Salesforce unexpectedly wipes out important event notes.
I've been using Einstein Activity Capture for our Outlook events, and my notes kept disappearing when I switched between different Outlook versions. It feels like the system randomly overwrites my detailed event descriptions.
This case reflects a common issue with Einstein Activity Capture, where the sync process leads to lost data and shows a recurring flaw in handling event updates.
Einstein Activity Capture Solution
Analysis shows that the sync settings and field mappings in Einstein Activity Capture can cause these problems. The community suggests checking configurations, but limitations in customization can stop a permanent fix. Below are the steps needed to resolve this issue:
Review Outlook Sync Settings
Go to Outlook's account settings and check the sync options. Ensure that the sync is one-way from Outlook to Salesforce to avoid unexpected updates.
Examine Salesforce Field Mapping
Look at how event fields are mapped in Einstein Activity Capture. Note that custom fields cannot be used, so confirm that the description field is managed correctly.
Switch to OOTB Notes Component
Use the out-of-the-box Notes component for events instead of the standard description field. This change helps keep detailed notes safe from overwrites.
Limitations to Consider
This solution does not allow custom field mapping and still depends on Outlook's update triggers. It may require ongoing monitoring and adjustments, especially as Outlook or Salesforce makes changes.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't save all your event details, especially when you need them to be right in Salesforce. DryMerge offers another way to tackle this. DryMerge is an AI-native app that connects with Salesforce and your Outlook data to keep event information updated correctly. It checks your emails and calendar events to make sure important notes and descriptions are kept intact when syncing. DryMerge does this by carefully pulling the key details from each event, so your records in Salesforce stay accurate and complete. Its AI helps pick out just the information you need, making it easier for you to manage your events without losing important details.
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.
