Introduction
Einstein Activity Capture sometimes logs emails only on a contact record, leaving out the account. This causes problems when sales teams need to see all communications in one place. The issue may come from how records are linked in Salesforce. Understanding this can help solve the mix-up and improve team workflows.
Real-world Experience
Here is a case where email records did not link to the correct account.
I've been using Einstein Activity Capture and my emails show up only on my contact record. I know the contact is linked to the account, but nothing appears on the account activity. I'm frustrated and need a fix.
This case reflects a common problem where emails are logged only on contacts, especially when the relationship setup in Salesforce is not clear.
Einstein Activity Capture Solution
The community has seen similar issues with Einstein Activity Capture. Many admins notice that certain emails do not show up on account records even when the contact is properly linked. It can be due to settings or limits within the system. Below are the steps needed to resolve this issue:
Verify Record Links
Check that each contact is correctly linked to the right account. Make sure there are no duplicate or missing associations.
Review EAC Settings
Go to the Einstein Activity Capture setup in Salesforce. Confirm that the syncing settings are turned on for both contacts and accounts.
Test with a New Email
Send a test email to a contact. Look at both the contact and account records to see if the email logs correctly.
Adjust Sync Rules if Needed
If the email still only appears on the contact record, update your sync rules. Check if linking an opportunity to the contact makes a difference.
Limitations to Consider
These steps help in the short term but do not fix deeper issues with Einstein Activity Capture. There may be limits on how emails link when there are many contacts or complex relationships. This solution might require regular checks to keep up with changes in your Salesforce data.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't fully show all email activity. An alternative approach is DryMerge, which was designed to overcome these limits. DryMerge is an AI-native app that connects with Salesforce and your email data sources so that your records stay updated and accurate. For example, it takes details from your emails and calendar events to create or update both contact and account records, ensuring that every piece of information is captured. It can handle multiple email accounts and attachments, which means you get a clear picture of your communication without having to make manual fixes. Its AI helps pick out the key details to make sure the right information ends up in the right place.
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.
