Introduction
Einstein Activity Capture is meant to simplify syncing between your Google Calendar and Salesforce. However, many users find that when an event has several invitees, only the first guest's event appears in Salesforce. This issue can cause confusion and disrupt the sales process. The problem shows how technical setups that seem simple can have hidden challenges when handling multiple records.
Real-world Experience
Consider a case where syncing events for multiple invitees goes wrong.
I've been struggling with Einstein Activity Capture for weeks now. When I added five guests to my Google Calendar event, only the first invitee's event showed up in Salesforce. I need separate events for all my contacts to see the full timeline.
This quote mirrors common experiences among admins where the sync only captures one record, leaving multiple invitees untracked. It reflects a broader issue seen across many Salesforce setups using Einstein Activity Capture.
Einstein Activity Capture Solution
Community advice suggests reviewing the event sync guidelines, but a clear fix still remains hard to find. Einstein Activity Capture does not natively create separate event records for each guest. Salesforce admins have tried workarounds like adjusting integration settings or creating custom automation. Below are the steps needed to resolve this issue:
Review Integration Settings
Check your Einstein Activity Capture settings. Verify that your Google Calendar integration is set up correctly. Ensure that all mapping fields for event attendees are configured as required.
Update Event Configuration
In Google Calendar, confirm that each guest is correctly added as an invitee. Ensure there is no filtering that restricts saving multiple guests. This may involve revisiting calendar sharing permissions.
Implement Custom Automation
Since Einstein Activity Capture only creates one event, use a custom Salesforce trigger or process builder. This automation should create a separate event record for each invitee. Map the event data from Google Calendar to each corresponding Salesforce contact.
Limitations to Consider
These steps rely on custom automation and precise configuration. They may add administrative overhead and are not a native fix. The workaround can face scalability issues, particularly when managing numerous events or changes in platform updates.
Alternative Solution
It can be really frustrating when Einstein Activity Capture does not create a separate event for each invitee, leaving you with incomplete records. DryMerge offers a clear and practical alternative. DryMerge is an AI-native app that integrates with Salesforce and Google Calendar to make sure every detail is captured accurately. It takes the event details from your calendar and creates individual Salesforce records for each attendee, handling attachments and pulling in key data along the way. This means that every guest is accounted for, which helps you maintain accurate records without extra manual work. Its AI capabilities help to pick out and use the most relevant information for your record keeping, so you can be confident that your data is complete and correct.
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.
