Introduction
Sales teams rely on complete data to maintain strong customer relationships. When email domains change during a company merger, Einstein Activity Capture can remove essential interaction data. This leads to lost customer history and disrupts smooth sales operations. The challenge lies in balancing necessary email updates with data preservation protocols, setting the stage for a review of practical solutions and alternative approaches.
Real-world Experience
Consider this real-world example of a common challenge encountered during email domain transitions.
I've been using Einstein Activity Capture and when our company merged, we had to change our email domains. I noticed that all my customer interaction data disappeared, and it was really frustrating because our sales reps lost important information.
This case highlights a recurring issue where changing email domains in Salesforce leads to unwanted data loss due to Einstein Activity Capture limitations.
Einstein Activity Capture Solution
The issue stems from how Einstein Activity Capture handles data retention. When an email changes, the system loses previous customer interaction records. Salesforce documentation confirms this behavior, leaving sales teams in a tough spot. To manage the potential data loss, administrators have tried manual backups and custom data sync strategies. Below are the steps needed to resolve this issue:
Review Data Retention Settings
Go to Setup > Einstein Activity Capture settings. Check the retention policy to see what data is linked to each email address. Understand that changes will remove data tied to the old email.
Backup Customer Interactions
Before making any changes, use Salesforce's Data Export tool. Export all current interaction records and save them securely in a backup file.
Plan Email Domain Migration
Coordinate with IT and Salesforce admins to schedule the migration during off-peak hours. This minimizes impact and gives time to address potential issues.
Implement Custom Data Sync Solutions
Consider using manual or third-party integration tools to link existing records with the new email addresses. Follow detailed guidelines to reconnect lost data where possible.
Limitations to Consider
While these steps may help mitigate data loss, they do not restore previously lost records and require ongoing manual effort. The process can be complex, adding administrative overhead and potential for error, especially during large-scale migrations.
Alternative Solution
It can be really frustrating when Einstein Activity Capture falls short, especially when email domain changes lead to lost data. A good alternative is DryMerge, an AI-native app that fits right into Salesforce and the email and calendar systems you use. DryMerge automatically brings in details from your emails, events, and attachments so your records in Salesforce stay up to date. For example, if your email domain changes, DryMerge makes sure that customer interactions are still connected to the right records without you having to step in. Its AI helps pick out the most useful details, making it easier for you to keep everything in order while reducing the need for manual updates.
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.
