Introduction
Einstein Activity Capture isn't showing all your email records on the dashboard. Sometimes emails logged on contacts and accounts just don't appear. This can be confusing for admins who expect full data visibility. The discussion below outlines real feedback and explores practical steps to resolve these gaps.
Real-world Experience
Here's an insight from a user facing this exact problem:
I've been seeing emails not showing up on the dashboard, even though they log properly on contacts and accounts, and I can't figure out why.
This example shows a common struggle with role settings and system delays causing important emails to go missing.
Einstein Activity Capture Solution
The solution starts with checking role hierarchy settings and understanding that the dashboard might take 24 hours to reflect changes. It is vital to review user roles and verify activity logs to pinpoint the gap. Community feedback indicates that many face this issue due to role hierarchy settings. Below are the steps needed to resolve this issue:
Verify Role Hierarchy Settings
Go to Setup > Users > Roles and check that roles, especially for admins and key users, are set correctly. Ensure the highest level in the hierarchy has full visibility over email activities.
Allow Time for Dashboard Refresh
Understand that it can take up to 24 hours for the dashboard to fully update. Wait for the system's refresh cycle and then recheck the activity records.
Inspect Individual Activity Logs
Review detailed activity logs on specific accounts. Confirm that emails are being logged even if they aren't showing in the overall dashboard tally.
Contact Salesforce Support
If the issue persists after verifying settings and waiting, raise a case with Salesforce support. Provide screenshots and detailed examples to expedite the investigation.
Limitations to Consider
This solution works well for typical role hierarchy issues and system delays. However, for organizations with complex structures or additional integrations, further investigation may be needed.
Alternative Solution
It can be really frustrating when emails and events don't show up as expected with Einstein Activity Capture, especially when role hierarchy issues get in the way. DryMerge offers a practical alternative that focuses on filling these gaps. DryMerge is an AI-native app that connects directly with Salesforce and your email and calendar systems to keep your data updated without delays. It takes the email and calendar data from your existing systems and makes sure every record appears in Salesforce, even when role settings might normally cause problems. DryMerge works by syncing your information immediately so that every email, event, and attachment is captured accurately and in real time. Its AI helps to enrich your data by picking out the details that matter most for keeping your records complete and clear.
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.
