Introduction
Einstein Activity Capture sometimes fails to sync events correctly. This issue happens when different user profiles have mismatched record type settings. In one case, one group's events synced without issue, while another group experienced failures until profile settings were aligned. The following sections break down the problem and offer clear steps to resolve it.
Real-world Experience
Imagine a scenario where one user group syncs perfectly while another does not, all due to record type settings.
I set up Einstein Activity Capture for two groups with different default Record Type settings. One group's event sync from Outlook worked perfectly, but the other's never did until I adjusted the profile settings.
This case highlights how mismatched profile settings and record types can disrupt event syncing, a common pitfall with Einstein Activity Capture.
Einstein Activity Capture Solution
The discussion revealed two main issues. First, ensure that all required profiles are added to the Einstein Activity Capture configuration. Second, check for any validation rules on the event object that might block data from syncing. These steps help ensure that profiles are correctly set up and free of conflicting rules. Below are the steps needed to resolve this issue:
Verify Profile Inclusion
Go to Setup, then navigate to Einstein Activity Capture > Configuration. Check that all user profiles needing sync are included. If not, add the missing profiles and save the configuration.
Review Record Type Settings
Compare the event record type settings across user profiles. Ensure that each profile has the correct default Record Type that aligns with your sync requirements.
Check Validation Rules
Look for any validation rules on the Event object that might block synchronization. Disable or adjust these rules so that they do not interfere with Einstein Activity Capture syncing.
Limitations to Consider
While these steps address common issues, some hidden custom rules or complex security settings might not be resolved easily. Further investigation may be needed for more advanced configurations.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't sync records properly, especially when mismatched profile settings add to the challenge. DryMerge offers an alternative that skips these hurdles. DryMerge is an AI-native app that integrates with Salesforce and your common email and calendar systems to keep your data updated correctly. It reviews the information in your emails and calendar events and transfers the correct details to Salesforce. This means it handles syncing issues by checking for record type mismatches and ensuring the right data gets updated without needing you to adjust multiple profiles. With its built-in AI, it helps pick the most relevant details from your events so you spend less time troubleshooting and more time working.
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.
