Introduction
Salesforce users sometimes face issues with Einstein Activity Capture. One common problem is syncing events properly between Google Calendar and Salesforce. Some users see events sync one way but not the other. This issue can slow down work and create data gaps. The following section examines a real-world example before explaining clear steps to fix the problem.
Real-world Experience
Consider a case where syncing works for one user but not for another.
I set up Einstein Activity Capture with my Google account and connected it to Salesforce. I use two users for syncing events. For one user, events sync both ways without a hitch. But for the other, events created in Google Calendar never appear in Salesforce, even though events from Salesforce reach Google fine. I need both directions to work.
This pattern is common, as differences in user settings can lead to one-way syncing issues, reflecting broader challenges with configuration consistency in Salesforce.
Einstein Activity Capture Solution
Analyzing the issue shows that user-specific settings or integration errors could be to blame. A careful review and adjustment of configuration can often resolve these syncing problems. In some cases, reauthorizing accounts or clearing cached data may help. Below are the steps needed to resolve this issue:
Verify User Sync Settings
Access Einstein Activity Capture settings in Salesforce. Check the sync settings for each user. Ensure that both directions (Google to Salesforce and vice versa) are enabled for the affected user.
Reauthenticate the Google Account
Remove and re-add the Google account for the affected user. This forces a new connection. Follow the steps in the integration settings to complete reauthorization.
Clear Sync Cache
Find the option to clear or refresh the sync cache in Salesforce. Clearing outdated sync data can resolve conflicts and boost proper data transfer.
Conduct a Sync Test
Create new events in both Google Calendar and Salesforce. Verify that events now appear correctly in both systems. Repeat the test to confirm consistency.
Limitations to Consider
Even after these steps, there may be occasional delays in syncing or user-specific configuration differences. The solution can work well in the short term but might require ongoing checks. Integration stability may also be affected by changes in third-party services, requiring periodic adjustments.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't work the way you need it to, leaving you with missing or one-way synced records. DryMerge is a great option to try when these limits show up. DryMerge is an AI-native app that connects directly with Salesforce and your other data sources, such as Google Calendar and email accounts, to keep your information updated accurately. It gathers data from unstructured sources like emails and calendar events and moves it into Salesforce in a straightforward way. This approach manages multiple accounts well and fixes syncing gaps without extra work on your part. With its AI-native abilities, DryMerge picks out the most useful details to help you meet your goals.
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.
