Introduction
Salesforce users often face issues when trying to use emails captured by Einstein Activity Capture in automation flows. Emails may not trigger events as intended because Einstein Activity Capture stores messages in a different way than standard records. The challenge is to access and use this data correctly so business processes run smoothly.
Real-world Experience
Here's a real case that highlights these challenges:
I've been struggling to capture emails through Einstein Activity Capture in my flow. I need them to trigger specific events and save dates.
This example shows a common issue where captured emails aren't transferred into flows as expected, which disrupts the automation process.
Einstein Activity Capture Solution
Investigation shows that while Einstein Activity Capture automatically stores emails, it does so by linking them to the Activity Timeline. This means flows may not trigger events directly from these records. The workaround usually involves querying the ActivityHistory object to capture the necessary data. Below are the steps needed to resolve this issue:
Verify Email Capture
Check the Activity Timeline in Salesforce to confirm that emails are being captured correctly by Einstein Activity Capture.
Query the ActivityHistory Object
In your flow, use a query on the ActivityHistory object where captured emails are stored. This acts as a bridge to access email records.
Set Up Flow Logic
Configure your flow to trigger events based on criteria from the queried ActivityHistory records. Ensure you set clear filters so only the right emails initiate actions.
Test the Flow
Run tests to ensure that once emails are captured, the corresponding events are triggered. Tweak your flow settings as needed for optimal performance.
Limitations to Consider
While this workaround can solve the immediate problem, it has limitations. Querying ActivityHistory can slow down the flow if too many records are processed. Also, real-time triggering may not always occur as quickly as needed, limiting responsiveness.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't handle email records the way you need for your flows. DryMerge offers a helpful alternative that tackles these limits head on. DryMerge is an AI-native app that connects directly with Salesforce and your email and calendar sources, ensuring your records are always updated correctly. It checks your emails and events and updates your Salesforce data so that your automation flows can work as they should. With DryMerge, you get a clear and steady way to sync exactly what you need, while its AI helps pick out the important details that make your work run smoother.
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.
