Introduction
Einstein Activity Capture automatically links emails with every related opportunity. This default behavior can confuse users. Many admins want a way to choose which opportunity connects to an email. The challenge is clear: sales teams need accurate data, and the current setup can lead to cluttered records. The issue has raised questions about control and precision in email syncing.
Real-world Experience
Consider a real case where this unintended linking caused trouble in opportunity management.
I don't want every email linked to all opportunities. I need to choose which opportunity an email attaches to, but Einstein Activity Capture always links them by default.
This example highlights a common pain point seen across many Salesforce users who face similar auto-association issues with Einstein Activity Capture.
Einstein Activity Capture Solution
The community response shows that Einstein Activity Capture does not offer manual selection for opportunity linking. The system is designed to capture every email tied to a contact or account without room for customization. Administrators are often stuck with the default settings. The following steps detail the approach to verify the issue and work around the lack of flexibility. Below are the steps needed to resolve this issue:
Review Email Association Settings
Navigate to Setup > Email > Activity Settings in Salesforce. Confirm that the default auto-linking behavior is active and note the absence of manual override options.
Educate Users on Defaults
Inform your team that Einstein Activity Capture automatically associates emails with any related opportunities on file. This can help set expectations and reduce manual troubleshooting.
Explore Workaround Strategies
Consider using custom fields or filters on the contact and account records to mitigate unwanted links. Track which emails really matter by marking them within Salesforce.
Limitations to Consider
These steps clarify what Einstein Activity Capture does by design but do not allow manual selection of opportunity records. The system's limitations mean that users cannot stop auto-linking without resorting to complex customizations, which can lead to further administrative overhead.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't give you the control you need over email linking. DryMerge is an alternative that helps with that exact problem. DryMerge is an AI-native app that integrates with Salesforce and your other data sources to make sure information is updated correctly. It checks your emails and attachments and picks out the key details, so you can choose which opportunity an email links to without the system auto-connecting it everywhere. This way, your records stay accurate and clear, and the tool uses its AI abilities to focus only on the details that matter to your workflow.
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.
