Introduction
Salesforce users often face challenges when syncing events between Outlook and Salesforce using Einstein Activity Capture. The first sync may work fine, but subsequent changes, calendar misplacements, and unexpected syncing of private events create major frustrations. This guide breaks down the key issues and offers step-by-step fixes to overcome these roadblocks.
Real-world Experience
Consider a real example from a user with these very syncing headaches:
I've been struggling with Einstein Activity Capture for weeks now. My Outlook events sync once and then stop. I also see private events syncing even when I set them not to, and the events appear in a new 'Microsoft Exchange' calendar instead of my usual 'My Events'.
This case is a clear example of the wider problems many admins face with event syncing in Einstein Activity Capture, where initial success turns into ongoing syncing failures.
Einstein Activity Capture Solution
The issues seem to stem from configuration mismatches and sync settings in Einstein Activity Capture. Often, problems like one-way syncing and misdirected calendar entries can be traced to setup details that do not fully match Salesforce requirements. Administrators should verify email addresses, sync settings, and calendar mappings to improve performance. Below are the steps needed to resolve this issue:
Verify Email Matching
Check that your Salesforce email exactly matches your Outlook email. Go to your profile settings in both systems and confirm they are identical. This ensures proper linking of accounts.
Review Sync Settings
Open Einstein Activity Capture settings in Salesforce. Verify that bidirectional syncing is enabled and that the settings match your intended options. Make sure that the configuration excludes private events if required.
Adjust Calendar Mappings
Examine the calendar settings in Salesforce. Ensure events from Outlook are set to appear in 'My Events' rather than creating a new calendar like 'Microsoft Exchange'. Update the mapping rules accordingly.
Reauthorize the Connection
Disconnect and then reconnect your Microsoft Exchange account. Clear cache and confirm sync settings to force a fresh connection. This step often helps when repeated syncs fail.
Limitations to Consider
While these steps address common configuration issues, they might not cover all cases due to persistent limitations in Einstein Activity Capture. Scalability issues and integration delays may still occur, requiring ongoing adjustments or additional support from Salesforce.
Alternative Solution
It can be frustrating when Einstein Activity Capture falls short of keeping your Outlook events synced with Salesforce. DryMerge offers a helpful alternative. DryMerge is an AI-native app that connects Salesforce and Outlook to keep your event data up to date. It looks at your emails and calendar events to pick out the important details and update your Salesforce records accurately. DryMerge checks for common issues like duplicate entries and off-target calendar mappings, so you can trust that the right information moves where it should. Its AI capabilities make sure that only the details you need are added, helping you avoid the common syncing headaches.
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.
