Introduction
Organizations sometimes see mass duplicate contacts after enabling Einstein Activity Capture. The syncing process can create extra records that clutter your system. This guide highlights common pitfalls, troubleshooting tips, and practical ways to avoid these issues. It reviews technical problems and everyday frustrations linked to duplicate contacts.
Real-world Experience
Consider a real case where syncing caused an avalanche of duplicate contacts.
I've been struggling with duplicate contacts ever since I enabled Einstein Activity Capture three days ago. I even disabled a workflow rule, but I'm still worried it will happen again.
This situation mirrors a common pattern where syncing settings clash with automated workflows, leading to unintended duplicate records.
Einstein Activity Capture Solution
Analyzing the issue shows that misconfigured Einstein Activity Capture settings can conflict with contact-creation workflows. Sometimes, contact sync overlaps with automation, leading to duplicate records. To fix these problems, adjust your sync options and review your workflow rules. Below are the steps needed to resolve this issue:
Review Einstein Settings
Navigate to the Einstein Activity Capture settings in Salesforce. Check if contacts are set to sync, and disable contact syncing if it conflicts with other processes.
Audit Workflow Rules
Go through your workflow rules that automatically create contacts. Look for any overlaps with Einstein Activity Capture and deactivate or modify them to prevent duplication.
Test Sync Behavior
Re-enable Einstein Activity Capture in a test environment. Monitor if contacts are duplicated and adjust settings further based on the observed behavior.
Limitations to Consider
While these steps help control duplicate contacts from sync conflicts, they require ongoing monitoring. Future adjustments to workflows or syncing features may necessitate further tweaks, and the solution might not scale seamlessly with complex system integrations.
Alternative Solution
It can be really frustrating when Einstein Activity Capture causes duplicate contacts that clutter your data. DryMerge is a good alternative if you face this kind of issue. DryMerge is an AI-native app that connects with Salesforce and your email and calendar data sources to keep your information updated correctly. It checks the details from your emails and events to create accurate Salesforce records, reducing the risk of duplicate entries. With its AI capabilities, DryMerge picks out the information that matters for your work, helping you avoid the manual fixes that come with syncing problems.
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.
