Introduction
Many Salesforce admins face challenges when syncing events from Outlook. Einstein Activity Capture can sync emails and calendar events, but it often does not create complete records in Salesforce. This gap makes it hard to keep track of important meeting details. The issue disrupts workflow and forces extra work to manually add data. The discussion below explores this problem and outlines practical fixes that others have tried.
Real-world Experience
Consider this real example from a user experiencing the challenge:
I've been exploring Inbox to sync my Outlook events. I see that Einstein Activity Capture can do it, but it doesn't create records in Salesforce, which leaves me frustrated and unsure about how to manage my data.
This case is common; many find that while Einstein Activity Capture simplifies syncing, it falls short in generating full Salesforce records, leading to data gaps and manual work.
Einstein Activity Capture Solution
While Einstein Activity Capture works well for syncing emails, its design means it often does not create complete event records in Salesforce. Admins can try tweaking settings and automation to bridge this gap. However, these fixes may require extra steps and ongoing monitoring. Below are the steps needed to resolve this issue:
Review Integration Settings
Go to Salesforce Setup and verify the connection between Outlook and Salesforce. Check that Einstein Activity Capture is properly enabled, and confirm that all connectivity options are active.
Adjust Event Sync Settings
In the integration settings, look for options related to event record creation. Adjust these settings or enable additional automation to help capture event details in Salesforce.
Test and Validate Sync
Create a test event in Outlook. Then, check Salesforce to see if a corresponding record appears. If the record is missing or incomplete, note which details are lost and review the settings again.
Limitations to Consider
Even after making adjustments, Einstein Activity Capture may still not create full records reliably. Its design limits flexibility and may require manual intervention or workarounds. This can increase administrative overhead and result in inconsistent data over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture does not fill in all the details you need from your Outlook events. Instead of fighting with these limits, consider DryMerge as an alternative that directly addresses this problem. DryMerge is an AI-native app that connects Outlook and Salesforce, ensuring that all event information is captured accurately. It works by pulling key details from your Outlook events and syncing them as complete records in Salesforce, so you don't have to manually enter missing data. DryMerge checks details like meeting times and attachments to make sure nothing is overlooked. With its AI tools, it picks out the most relevant bits of information to keep your records clear and useful for your daily tasks.
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.
