Introduction
Salesforce admins sometimes see unwanted activities show up on their organization account. With Einstein Activity Capture, events from contacts can roll up automatically. This causes clutter in the activity timeline, making it hard to see the right data. The following discussion explains this challenge and guides you through setting up filters to manage event sync better.
Real-world Experience
Consider a real example from an admin dealing with these confusing sync issues.
I have been unable to prevent some meetings/events from tracking to our organizational account. Meetings/events with outside contacts still show up even after using filters.
This example shows a common problem where events from contacts, especially from outside the company, end up on the main timeline despite filtering.
Einstein Activity Capture Solution
The discussion shows that admins can use internal filters to control which emails and events are synced. Adjusting settings like excluding your domain and toggling internal event sync helps to limit unwanted rollup. However, events with outside contacts still get pulled in. Below are the steps needed to resolve this issue:
Review Filter Settings
Go to Setup > Einstein Activity Capture > Settings. Check the 'Excluded Addresses' to ensure your internal domain is listed. This will stop emails from your company from syncing unnecessarily.
Adjust Internal Event Sync
In the Einstein Activity Capture settings, find the option for syncing internal events. Turn it off to avoid syncing meetings where all contacts are within your company.
Update Activity Rollup
Navigate to Setup > Activity Settings. Disable or adjust the rollup for contacts' activities to prevent unwanted events from showing on the main account timeline.
Test and Monitor Changes
After making adjustments, test by creating a few events with external contacts. Monitor your activity timeline to see if unwanted events are still appearing.
Limitations to Consider
These steps help control many issues, but they rely on default settings that still allow events with external contacts to sync. This may leave gaps in control and require ongoing monitoring.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't work as expected and leaves your timeline cluttered with unwanted events. DryMerge offers a clear alternative. DryMerge is an AI-native app that connects with Salesforce and your email and calendar systems to make sure your records are updated accurately and without extra hassle. It takes the raw data from your emails, events, and attachments and uses that information to update Salesforce records automatically. This means you get a cleaner, more relevant timeline where only the important details show up, helping you focus on what truly matters.
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.
