Introduction
Einstein Activity Capture is meant to link your email and calendar with Salesforce. Many users see sync work well on desktops, but it can fail on mobile. This problem affects teams who rely on up-to-date data. The issue may stem from mobile app settings or refresh problems. The following sections explore a real case and a solid fix.
Real-world Experience
Consider this real example that shows how mobile syncing can go wrong.
I've enabled Einstein Activity Capture for events capture between Salesforce and my Google Calendar. The sync works fine on desktop, but events created on the Google Calendar mobile app are not showing up on the Salesforce mobile app events calendar. Am I missing something?
This reflects a common scenario where mobile apps do not update like their desktop versions, highlighting gaps in mobile integration.
Einstein Activity Capture Solution
Analysis of the case shows that the issue may be due to mobile app settings, connection hiccups, or outdated permissions. Often, desktops manage data refresh better than mobile apps. Reviewing settings, reconnecting accounts, and ensuring proper permissions usually help. Below are the steps needed to resolve this issue:
Review Integration Settings
Log in to Salesforce and go to Setup. Under Einstein Activity Capture settings, ensure that mobile sync is enabled and configured correctly.
Reconnect Your Mobile Account
Open the Salesforce mobile app, sign out, and sign back in. This refreshes the connection to your Google Calendar and can fix syncing issues.
Clear Cache and Update Permissions
Clear the Salesforce mobile app cache from your device settings. Then, check that the app has full permission to access your calendar events. Also, confirm that both the Salesforce mobile app and Google Calendar app are up-to-date.
Limitations to Consider
While these steps can fix the immediate problem, they might not cover deeper issues with mobile integration. Some limitations may persist, such as delayed updates or recurring glitches. Ongoing maintenance and troubleshooting could be required over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't update your mobile events the way you need, especially when things seem to work fine on your desktop. DryMerge is a good alternative designed to tackle these exact issues. DryMerge is an AI-native app that integrates with Salesforce and your Google Calendar to ensure your event information is updated correctly. It checks your events and attachments, making sure the key details are in Salesforce without you having to clear cache or reconnect accounts. Its AI capabilities help pick out the important details you need for your tasks, so you get accurate, up-to-date data without added 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.
