Introduction
Einstein Activity Capture can create worries about security. Many IT teams fear that a breach could expose sensitive email and calendar data. This post focuses on how to set up network access safely while protecting your system. It also sets the stage to review practical solutions and improvements for secure data handling.
Real-world Experience
Let's dive into a real-life scenario that mirrors common security concerns.
I've been working on setting up Einstein Activity Capture and my IT team is really worried about the risks if Salesforce gets hacked. I'm unsure how to protect our data properly.
This reflects a common challenge where companies struggle to balance ease of data access with robust security measures in Einstein Activity Capture setups.
Einstein Activity Capture Solution
The community suggests that securing Einstein Activity Capture means combining proper network access setups, secure OAuth configurations, and strict user restrictions. Many admins report that tightening IP range settings and using service accounts in Active Directory have helped ease fears. Below are the steps needed to resolve this issue:
Review Network Access Settings
Log in to Salesforce and check the network access settings. Follow the guidelines about allowed IP ranges to control who can connect.
Configure Secure OAuth Connection
Set up the OAuth service account connection by adjusting permissions. In Salesforce, update the OAuth settings and remove any unnecessary rights in your Active Directory.
Restrict Access with AD Groups
Create an Active Directory group for accessing Einstein Activity Capture. Limit this group to essential users so that only those who need access are allowed.
Limitations to Consider
Even with these steps, security is not foolproof. The solution requires coordination with IT and can be complex. Additional layers of security might be needed as threats evolve over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't quite meet your security needs, especially when it comes to syncing emails and calendars safely. DryMerge offers a solid alternative for situations like this. DryMerge is an AI-native app that connects with Salesforce and your email/calendar systems to keep your data up to date without the usual risks. It works by reading your unstructured email and event data and then updating your Salesforce records correctly, which helps prevent errors like duplicate entries. Its AI features make it easy to pick out the information that matters most for your task, giving you a secure, reliable way to manage your data.
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.
