Introduction
Salesforce teams often struggle with Einstein Activity Capture reporting when key licenses like Activity360 and Activity Metrics are not available. This situation can leave vital data hidden, causing frustration for sales managers and admins alike. The challenge is real when trying to track activities in a limited environment. The following sections explore a real-world scenario and break down a step-by-step fix that many have tried.
Real-world Experience
Consider this case that highlights a common roadblock many Salesforce users face:
I've been piloting Einstein Activity Capture with a small team. I can't use Activity360 due to our org size and we don't have Activity Metrics licenses. I'm looking for another way to view my data.
This example reflects a broader issue where lacking the right licenses leads to incomplete reporting, a challenge seen in many similar setups.
Einstein Activity Capture Solution
The community suggests using the Salesforce CRM Analytics dashboard to get a glimpse of your activity data. This workaround lets you filter activity records to mimic the missing reporting metrics. However, it may not capture every detail needed for a full picture. Below are the steps needed to resolve this issue:
Access Analytics Studio
Go to the App Launcher and select Analytics Studio. This tool lets you explore data even when specific license-based features are unavailable.
Filter Activity Data
Within Analytics Studio, use filters to narrow down on Einstein Activity Capture data. Adjust filter settings to mirror key activities that Activity Metrics would normally show.
Customize Reports
Create or modify a report in Analytics Studio. Include fields that track your emails and events. This helps build a view similar to default Salesforce activity dashboards.
Limitations to Consider
While using Analytics Studio can provide a stopgap solution, it may miss some real-time details and requires manual setup. This workaround might not scale well for larger teams or complex reporting needs, leaving room for errors and increased admin effort over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't give you the full picture, especially if your setup lacks licenses like Activity360 or Activity Metrics. DryMerge offers a different way to tackle this gap. DryMerge is an AI-native app that integrates with Salesforce and your existing email, calendar, and attachment systems so that your data stays updated accurately. It reads your emails, events, and attachments, then creates or updates Salesforce records automatically. This means you get complete activity tracking without extra manual steps. Its AI tools pick out the details that are most important for you, ensuring your records reflect the true activity without any 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.
