Introduction
Salesforce teams often face issues when syncing event activities with Contacts. Einstein Activity Capture is meant to ease the process, but choosing the right sync option can be confusing. Different sync methods can lead to duplicate records or mislinked contacts. This article explains the challenge and walks through practical steps to set things right.
Real-world Experience
Consider a real case that highlights this common challenge in syncing events:
I want to use EAC to catch Event activities and have those recorded on the Contact/Account. What's the best practise here and what gets synced? I know there are 3 options from Salesforce, from O365 and both directions, so I'm unsure which one to choose.
This example shows how syncing settings in Einstein Activity Capture can lead to duplicate contacts and sync errors, a problem seen across many Salesforce environments.
Einstein Activity Capture Solution
A careful review of syncing methods reveals that not all options suit every business need. Using Einstein Activity Capture to sync event activities requires clear settings to avoid duplicates and missed records. The recommended approach is to limit syncing to contacts connected with accounts and only for records owned by the sales rep. This minimizes duplicate entries and ensures clear data flow. Below are the steps needed to resolve this issue:
Review Sync Options
Navigate to Salesforce Setup and open Einstein Activity Capture settings. Identify the three sync options and decide to focus on syncing events linked to existing Contacts and Accounts only.
Configure Sync Settings
Select the option to sync only events related to Contacts owned by the sales team. Ensure that the settings prevent syncing data that lacks Account ties or proper validation rules.
Adjust Validation Rules
Review any custom validation rules on Contact creation. Update these rules to prevent duplicate contacts by ensuring only records with complete Account data are created.
Test and Monitor Sync
Run a test sync using sample event data. Monitor the sync logs and check that events correctly appear on the intended Contacts and Accounts.
Limitations to Consider
While these steps help reduce duplicate records and mislinked data, they may miss events not tied to a Contact or Account. Special cases might need further adjustments. Ongoing monitoring is necessary to catch any unexpected issues as sync configurations evolve.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't seem to sync events with Contacts and Accounts the way you need. DryMerge offers an alternative that is designed to handle these issues. DryMerge is an AI-native app that integrates with Salesforce and your email and calendar systems to ensure your event data is kept up-to-date in Salesforce. It reviews emails and calendar events to correctly match them with Contacts and Accounts, so you avoid duplicate records and mislinked data. Its AI capabilities help by enriching your data with the key details you need for your daily tasks.
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.
