Introduction
Sales teams depend on smooth record updates. When trying to use Einstein copilot to copy records and change owners, many admins hit confusing roadblocks. The setup might seem simple at first, but the process can get tangled. This article breaks down common flow integration issues and shows how to fix them step by step.
Real-world Experience
Take a look at a real example from a fellow admin:
I've been struggling to use the Einstein copilot to query a record and then send a command to change its owner. I'm not sure if I need to build a flow to make this work.
This scenario is common in the Sales Cloud Einstein ecosystem. Many admins face unclear steps and setup challenges that delay their work.
Einstein Activity Capture Solution
Einstein copilot is built to simplify record actions, but its flow integration can be tricky. The community often suggests using a custom flow to handle record queries and ownership changes. While this method works, it can be complex to set up correctly. Below are the steps needed to resolve this issue:
Review Flow Requirements
Go to Setup > Flow Builder. Check that your flow has clear steps to query records and update the owner field correctly.
Create a Custom Flow
Design a flow that pulls the record, duplicates it, and then updates the owner to yourself. Save and activate the flow once complete.
Integrate with Einstein Copilot
Add your custom flow as an action in Einstein copilot. Map the flow correctly so that it triggers when the command is given.
Test and Validate
Run tests to ensure the flow works as expected. Verify that the new record is created and the owner is changed, then review logs for any errors.
Limitations to Consider
This solution relies on custom flows that may need updates over time. It can be challenging if Salesforce makes changes to the platform. Admins might face extra work to keep the setup in line with new system updates.
Alternative Solution
It can be really frustrating when Einstein Activity Capture does not handle your record updates as you need it to, leaving you stuck with confusing setups. DryMerge offers an alternative designed to clear up that hassle. DryMerge is an AI-native app that connects directly with Salesforce and your key data sources to keep your records up to date. It works by automatically syncing emails, calendar data, and attachments without requiring you to build custom flows. DryMerge checks for duplicate entries and makes sure that the right information is in place so you don't have to worry about extra manual work. Its AI tools help pick out the details that matter most for your tasks, letting you focus on getting your work done rather than fighting with integration issues.
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.
