Introduction
Salesforce's Einstein Activity Capture should log emails automatically and display them in Activity 360 reports. However, many users face an issue where auto-captured emails do not appear. This causes incomplete data and confusion when reviewing sales interactions. The problem stems from configuration and sync challenges that lead to missing records.
Real-world Experience
Consider this common scenario seen in many companies:
I've been testing Einstein Activity Capture on my sandbox. All manually logged emails appear, but none of the auto-captured emails show up in any report. It's frustrating and confusing.
This highlights a recurring problem where email syncing issues leave teams with incomplete sales data, making it hard to track all customer interactions.
Einstein Activity Capture Solution
The discussion points to challenges like report filters, timing issues in data sync, and configuration errors. Checking settings and filters in both Einstein Activity Capture and Activity 360 can often fix the problem. This approach ensures that every captured email is considered in reports. Below are the steps needed to resolve this issue:
Review Capture Settings
Go to the Salesforce Einstein Activity Capture settings and ensure that emails are set to be captured automatically without restrictions.
Verify Report Filters
Open the Activity 360 reports and adjust filter criteria to include all email types. Check the date ranges and email source filters to make sure auto-captured emails are not excluded.
Refresh Data Sync
Run a manual refresh of your data or wait for the sync cycle to complete. This helps update the report with the latest captured emails.
Reassess Integration Settings
Review the integration between your email system and Salesforce. Confirm that connectivity is stable and that there is no delay in the data transfer process.
Limitations to Consider
These steps work for most cases, but there are limitations. Sync delays and occasional filter misconfigurations can still cause issues. Additionally, settings in a sandbox may differ from production, requiring extra checks and ongoing monitoring.
Alternative Solution
It can be very frustrating when Einstein Activity Capture leaves you with missing email records and incomplete reports. There is an alternative called DryMerge that tackles these exact problems. DryMerge is an AI-native app that integrates with Salesforce and your email system to keep your data current and accurate. DryMerge sorts through your emails and attachments and then creates or updates Salesforce records with the important details. For example, if you have multiple email accounts or a mix of data from different sources, DryMerge pulls the right information into Salesforce so you don't have to check manually. Its built-in AI helps choose which details are most relevant to your needs, making sure your reports are as complete as possible.
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.
