Introduction
When a user's event gets stuck in limbo, Einstein Activity Capture may not automatically fix the issue. Unsynced events can lead to confusion and lost data. This article explains the challenges of using the resync function after permissions are revoked and restored, and it sets the stage for a better solution.
Real-world Experience
Here's an example that shows how frustrating event resync can be.
I've had a user face one event in no-mans-land after their permissions were revoked and then restored. I'm unsure if using the resync will delete or update historical event data, especially if event statuses have changed.
This situation is common for many admins who struggle with uncertain behavior after toggling Einstein Activity Capture permissions.
Einstein Activity Capture Solution
The common fix is to use the 'Resync User Connections' toggle in Einstein Activity Capture. Many admins try this hoping to bring missing events into Salesforce. However, the process can be risky — there is confusion about whether it affects only future events or also overwrites past data. Below are the steps needed to resolve this issue:
Check User Settings
Go to Setup > Einstein Activity Capture > User Settings and verify that the user's connection status is active.
Backup Event Data
Export current event data from Salesforce. This prevents any loss if the resync changes historical records.
Activate Resync
Find the 'Resync User Connections' toggle in Einstein Activity Capture settings and enable it. Watch closely to see which records update.
Review Event Records
After the resync, check the event records in Salesforce. Confirm that completed events keep their status and no data is lost.
Limitations to Consider
This solution may not be foolproof. The resync process sometimes overrides completed events or creates duplicates. It requires careful monitoring and may need manual cleanup later.
Alternative Solution
It can be very frustrating when Einstein Activity Capture does not work as expected, leaving you with stuck events and a risk of data loss. If the resync process is not handling event changes correctly, consider an alternative solution that addresses these challenges. DryMerge is an AI-native app that integrates with Salesforce and your email/calendar systems to ensure your event details are updated accurately. DryMerge reviews your event data and updates Salesforce records directly, so you don't have to worry about unexpected data changes or duplicates. Using simple checks and automatic extraction of the key details, DryMerge specifically takes the uncertainty out of event syncing. With its AI-native features, DryMerge enriches your events by picking out the relevant information needed for your records.
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.
