Introduction
Salesforce users often face challenges when using Einstein Activity Capture for emails. Many want to use their existing Outlook signature but find that the detailed design with images does not transfer over. This limitation forces teams to build custom signatures in Salesforce, creating extra work and potential errors. The following sections walk through common issues, explain a workaround solution, and introduce a better alternative.
Real-world Experience
Consider this real-world example of a common challenge with Einstein Activity Capture.
I've been struggling with using my detailed Outlook signature full of images when sending emails from Salesforce. I need a solution that keeps my original design intact.
This example is common among many Salesforce admins who find that Einstein Activity Capture does not automatically sync full Outlook signatures.
Einstein Activity Capture Solution
Salesforce communities have shown that the workaround is to recreate the Outlook signature within Salesforce. The approach uses custom email templates and HTML signatures to mimic the original design. This setup involves uploading images as static resources and embedding them using URLs. While many admins have adopted this method, it still requires manual effort and technical tweaks. Below are the steps needed to resolve this issue:
Create a Custom Email Template
In Salesforce, navigate to Setup > Email Templates. Create a new template and design your signature using HTML. Insert merge fields like Sender Name where needed.
Upload and Reference Images
Upload your signature images as static resources. In your email template, add the image URLs so they display correctly. Make sure each URL is accessible.
Test Your Signature Setup
Send a few test emails from Salesforce to verify that the signature appears as intended. Adjust the HTML code if images or formatting do not show properly.
Limitations to Consider
This workaround has its limits. It requires ongoing manual updates if your Outlook signature changes. The process can be time-consuming and may not capture every detail, especially with complex designs. Furthermore, it depends on proper URL management for images, which can lead to broken links over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture does not support the full detail of your Outlook signature. This issue forces you to rebuild designs manually, which is both time-consuming and error-prone. DryMerge offers a practical alternative that addresses these limits. DryMerge is an AI-native app that integrates with Salesforce and your email data source to ensure information is reliably and accurately updated. It captures your complete Outlook signature, including images, and makes sure that every detail is correctly synced to Salesforce. This approach means you no longer have to worry about rebuilding signatures or making manual tweaks. Its AI capabilities help it pick and enrich the most important parts of your information so that your Salesforce records are always up to date.
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.
