Introduction
Salesforce's Einstein Activity Capture connects your email and Salesforce to save time. But many companies worry about security risks. When IT teams raise concerns about exposing data through email sync, it can stall projects. This article explains common challenges and offers practical steps to secure your integration.
Real-world Experience
Consider a real situation that shows these challenges clearly:
I'm an intern working with an admin on a new EAC setup, but our IT team fears that syncing our Outlook with Salesforce might breach our firewall.
This example mirrors broader concerns where teams struggle to balance convenience with protecting sensitive data across systems.
Einstein Activity Capture Solution
The community suggests tightening security settings and carefully configuring your integration. Follow Salesforce's security guidelines to limit exposure. Below are the steps needed to resolve this issue:
Review Salesforce Security Guides
Visit the official Salesforce security documentation. Look for tips on safely connecting Outlook to Salesforce without compromising your firewall.
Configure Email Sync Settings
Adjust the settings in Einstein Activity Capture. Ensure that only essential data is synced. Use the menu path Setup > Einstein Activity Capture Settings to find these options.
Implement IT Safeguards
Work with your IT team to add extra security layers. This may include firewall rules and access controls to restrict data flow between your email server and Salesforce.
Monitor and Update Regularly
After setup, keep an eye on the integration. Regularly review logs and settings to catch any potential security issues early.
Limitations to Consider
These steps improve security but require ongoing maintenance. Even with careful setup, integration may still pose risks if IT policies change or if new vulnerabilities are discovered. This approach demands periodic reviews and adjustments over time.
Alternative Solution
It can be frustrating when Einstein Activity Capture doesn't fully address your concerns, especially with email sync security. DryMerge is offered here as a practical alternative built to help with these challenges. DryMerge is an AI-native app that works with Salesforce and your email systems to keep your data accurate and up to date. It brings emails, calendar events, and related information into Salesforce while handling multiple accounts, attachments, and unstructured data. This means you can avoid the ongoing need for manual fixes and frequent adjustments. With its AI capabilities, DryMerge picks out the information that matters most for your needs, making your connection to Salesforce both secure and reliable.
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.
