Introduction
Sales teams need complete contact information to follow up with leads. When Einstein Activity Capture only pulls contact names from Gmail, vital details like emails and phone numbers go missing. This gap can slow down your sales process and lead to missed opportunities. The article explains the root cause and offers clear steps for a fix.
Real-world Experience
Let's examine a real-world case that shows this issue clearly.
I have set up Einstein Activity Capture with my Gmail account. It imports my contact names, but the email addresses and phone numbers are completely missing.
This example is common, as many users face missing data issues when Einstein Activity Capture does not retrieve all contact details. Such gaps can create bigger problems in managing customer information.
Einstein Activity Capture Solution
The problem might be due to how permissions are set up between Gmail and Salesforce. Sometimes, Gmail contacts do not have complete details stored, or the sync settings limit the data transfer. Checking your Gmail contact settings and Einstein Activity Capture configuration is a good start. Below are the steps needed to resolve this issue:
Verify Gmail Contact Details
Log in to your Gmail account and check that your contacts have complete details. Make sure email addresses and phone numbers are present in the contact records.
Review Einstein Activity Capture Settings
In your Salesforce setup, look at the permissions for Einstein Activity Capture. Confirm that the settings allow full contact data to be synchronized. Check for any field limitations or filtering options.
Re-sync Your Gmail Account
Disconnect and reconnect your Gmail account in Salesforce. This forces a full sync and may update missing details. Wait for the sync process to complete and verify that all contact details are imported.
Limitations to Consider
These steps often work, but delays in data sync or inherent limits in contact information from Gmail may still cause gaps. The solution may need periodic checks and re-syncing as updates occur over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture misses key data and leaves your contacts incomplete. DryMerge offers an alternative designed specifically to fix that problem. DryMerge is an AI-native app that connects with Salesforce and Gmail to ensure your contact records are updated correctly. It carefully checks your emails and calendars to pull in all the important details like email addresses and phone numbers, so your Salesforce records are complete. DryMerge does this by reviewing each data point and updating records accurately. Its AI-powered approach helps pick the details most useful for your work, making sure you have the right information when you need it.
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.
