Introduction
Salesforce's Winter '24 release brought a change. Recurring meetings from Gmail now show on the Salesforce Calendar but do not create a regular event record. This gap means users' agendas may not block the correct time slots. The issue impacts team scheduling and workflow efficiency. The following sections help break down the problem and offer a clear path to fixing it.
Real-world Experience
Here is a real-world example that shows this issue in action:
I tested the new feature in our sandbox. Recurring meetings from Gmail appear on the Salesforce Calendar without creating the usual event record. This leaves my Lightning Scheduler open, which can show wrong available time slots.
This case mirrors a common challenge many Salesforce admins face when new release features disrupt established workflows.
Einstein Activity Capture Solution
The community has noted the issue but the steps to work around it are not built into Einstein Activity Capture. Salesforce recommends logging a case. A workaround using automation can help fill the gap. Below are the steps needed to resolve this issue:
Review Release Notes
Check the Salesforce Winter '24 release notes for any changes to how recurring meetings are handled. Understand the new sync behavior and note what is missing.
Log a Case with Salesforce Support
Contact Salesforce Support with details of how recurring meetings do not create event objects. Include sandbox test results and screenshots to help them diagnose the issue.
Set Up a Custom Automation
Use Salesforce Flow or Process Builder to detect recurring meeting entries. Configure the automation to create a corresponding event record. This step will help block time slots on the scheduler until a permanent fix is released.
Limitations to Consider
This solution has some limits. Relying on automation is a temporary fix and may not cover all use cases. Additionally, custom processes may require extra maintenance as Salesforce updates its platform.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't catch all the details of recurring Gmail meetings, leaving your scheduler out of sync. DryMerge is a practical alternative built to address these gaps. DryMerge is an AI-native app that works with Salesforce and Gmail to make sure your event details are up-to-date and accurate. It automatically creates event records for recurring Gmail meetings so that your calendar shows the right time slots. DryMerge manages multiple email accounts and attachments, keeping your scheduling clear and avoiding conflicts. Its AI helps pick out the most important details for your calendar, letting you work with a system that truly supports your schedule.
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.
