Introduction
Einstein Activity Capture is meant to sync your emails and calendar data with Salesforce. However, when emails aren't logged to the Lead object, it can slow down your sales process. Members have reported that even after re-authenticating G Suite and checking permissions, the issue persists. This article outlines the challenges and provides a clear path to fixing the problem.
Real-world Experience
Imagine a workday where your emails suddenly stop showing up in Salesforce.
I've been struggling with Einstein Activity Capture for my organization. Emails are not logging to the Lead object, and reconnecting G Suite and checking permissions didn't fix it.
This example is common in many setups, where improper sync settings and permissions lead to missed activities that disrupt business tracking.
Einstein Activity Capture Solution
The common fix for these email logging failures involves checking system settings, permissions, and reauthenticating accounts. It is important to verify that Einstein Activity Capture is configured correctly for the Lead object. Below are the steps needed to resolve this issue:
Verify Einstein Activity Capture Settings
Go to Salesforce Setup, then to Einstein Activity Capture. Check that the Lead object is enabled for email logging and that sync settings are active.
Check User Permissions
Ensure that the user has proper permissions to log emails under the Lead object. Review and adjust sharing settings as necessary.
Re-authenticate the G Suite Account
Disconnect the G Suite account and reconnect it in Salesforce. Follow the on-screen prompts and ensure all permissions are granted.
Confirm Sync Settings
Review the synchronization settings within Einstein Activity Capture. Ensure that email syncing is enabled and monitor for any sync delays.
Limitations to Consider
Even when settings are adjusted correctly, occasional syncing delays can occur with Einstein Activity Capture. Over time, these limitations might require additional administrative effort and can impact overall data consistency.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't log your emails and calendar events as expected, slowing down your work. DryMerge offers a fresh approach to this problem. DryMerge is an AI-native app that links Salesforce with G Suite, so your data stays updated and accurate. It makes sure that emails, appointments, and attachments are recorded correctly in Salesforce, giving you the clear, dependable view you need. With its AI tools, DryMerge picks out the key details that matter most for your daily tasks, helping you keep on track without the extra hassle.
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.
