Introduction
Enabling Einstein Activity Capture has raised many concerns about losing key data and missing native reports. Organizations worry that vital activity records could disappear, making it hard to track sales efforts. These issues can delay decisions, disrupt workflows, and lower sales team performance. Understanding these challenges is the first step to finding a better solution.
Real-world Experience
Consider this real-life example to see how these issues impact day-to-day work:
I regret enabling Einstein Activity Capture. The reporting is awful and I constantly worry about data loss. Every custom report feels like a temporary fix for a system that isn't keeping up.
This example mirrors a common pattern where teams face data gaps and struggle with built-in reporting limitations, forcing many to seek workarounds.
Einstein Activity Capture Solution
There is no perfect fix with Einstein Activity Capture when it comes to data loss and limited reporting. Some administrators try tweaking settings and building custom reports to patch problems, but these fixes rarely cover all needs. Relying on such workarounds often leads to more manual effort and confusion. Below are the steps needed to resolve this issue:
Review Integration Settings
Check Salesforce email and calendar integration settings. Make sure the sync configuration is correctly set up, and verify that data retention policies are clearly defined.
Customize Reporting Filters
Build custom reports by adding filters and fields that capture missing data. Use report builder options to include all necessary activity records.
Set Up Regular Data Audits
Schedule periodic reviews of activity data. This helps to catch any gaps early and adjust configurations before issues escalate.
Consult Salesforce Support
If challenges persist, reach out to Salesforce support for guidance on advanced configurations. They may offer temporary workarounds or tips for improved data tracking.
Limitations to Consider
These steps offer only a partial fix. Manual tweaks can improve data reporting, but they do not fully eliminate risks of data loss. Additionally, custom reports may require ongoing adjustments and are not as reliable as native solutions.
Alternative Solution
It can be frustrating to deal with the limits of Einstein Activity Capture, especially when you need your data to be precise and complete. DryMerge offers a fresh way to handle this problem. DryMerge is an AI-native app that works with Salesforce and email and calendar data sources to make sure your records stay updated. It automatically pulls the important details from these data sources and then creates or updates your Salesforce records. This means fewer manual checks and custom fixes, so your reports stay accurate and your data stays intact. Its built-in AI tools help pick the right information for your tasks, giving you a smoother way to manage your data without extra hassle.
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.
