Introduction
Calendar syncing issues can really slow things down. When Outlook events do not all show up in Salesforce, schedules get messy. Einstein Activity Capture is meant to simplify event tracking, but sometimes only part of the events transfer. This misalignment can lead to missed follow-ups and confusion in meeting records.
Real-world Experience
Here's an example that shows a common problem many users face.
I've been struggling with Einstein Activity Capture because only some of my Outlook events show up in Salesforce. Meetings like 'Salesforce followup' aren't captured, while others like 'First day of school' do sync correctly.
This case highlights how syncing tools sometimes work unpredictably, leaving many sales reps confused about which events appear in Salesforce.
Einstein Activity Capture Solution
The issue often lies in how Einstein Activity Capture handles different event types. Sometimes, event settings or filters in Outlook and Salesforce cause only some events to sync. Reviewing and adjusting these settings can help. Below are the steps needed to resolve this issue:
Verify Outlook Event Settings
Review your Outlook calendar. Ensure events meant for Salesforce are marked correctly and not using categories that block syncing.
Review Salesforce Sync Filters
Log into Salesforce and go to Einstein Activity Capture settings. Check the sync filters and event criteria to ensure no events are unintentionally excluded.
Update Configuration Rules
Adjust the rule settings so that all relevant events are included. Use the Salesforce help guide if needed, then save your changes.
Test the Updated Setup
Create new test events in Outlook with the proper settings. Verify if they now appear as Salesforce events.
Limitations to Consider
While these steps can resolve the syncing issue for many users, they may not cover all cases. Some hidden configurations or future Salesforce updates might reintroduce syncing challenges, requiring ongoing oversight.
Alternative Solution
It can be really frustrating when Einstein Activity Capture falls short by not syncing all your Outlook events into Salesforce. DryMerge offers a different, more reliable way to handle this issue. DryMerge is an AI-native app that connects Salesforce directly with your Outlook calendar to make sure every event is correctly updated. It checks each Outlook event and makes sure they appear in Salesforce without leaving any out. You get a tool that handles multiple email accounts and meeting details clearly, so you spend less time checking and more time getting on with your day. With its smart filtering, DryMerge enriches the data and highlights the details that matter for your scheduling needs.
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.
