Introduction
Einstein Activity Capture is meant to make syncing emails and calendars easier. However, it can lead to duplicate events when tools like Calendly are involved. Sales teams often see extra events in Salesforce and Outlook, which can cause scheduling headaches. The issue can become a real pain when cancelling events does not free up time as expected. The following sections dig into the problem and offer a practical solution.
Real-world Experience
Imagine a busy sales rep frustrated by extra entries clogging their calendar.
I've been struggling with Einstein syncing my Calendly events. Every time an event is created, I end up with duplicates in both Salesforce and Outlook. If I stop Calendly from syncing with Outlook, I lose the update on cancelled events, so my calendar never shows the right free time.
This example shows a common problem where automatic syncing ends up doing more harm than good, affecting schedule management and productivity.
Einstein Activity Capture Solution
The current setup of Einstein Activity Capture does not offer a way to pick and choose which events get synced. The issue arises from a lack of selective control in the native settings. Some admins try to work around by adjusting Calendly or Outlook configurations, but this often leads to more complications. Below are the steps needed to resolve this issue using workarounds with Einstein Activity Capture:
Review Calendly Sync Settings
Log into Calendly and check the integration settings for Outlook and Salesforce. Disable the automatic Outlook sync if possible to prevent duplicate records.
Adjust Cancellation Behavior
Look into how Calendly handles cancelled events. If cancellations are not updating, consider setting up a manual process to clear out cancelled events.
Modify Einstein Activity Capture Settings
In Salesforce, navigate to the Einstein Activity Capture settings. Check if any filters or rules can be applied to limit which events are captured. Although there is no native option for selective sync, tweaking these settings might reduce duplicates.
Test and Validate Changes
After making adjustments, create test events in Calendly and observe how events appear in Salesforce and Outlook. Verify that cancelled events free up the correct time slots.
Limitations to Consider
Even with these steps, the solution remains a workaround. There is no native feature in Einstein Activity Capture to selectively filter events. This may require manual adjustments and continuous monitoring, which can be time-consuming and might not scale well if event volume increases.
Alternative Solution
It can be really frustrating when Einstein Activity Capture does not give you the control you need and ends up creating duplicate events. A better way to handle this is with DryMerge. DryMerge is an AI-native app that works with Salesforce and integrates with the tools you already use to keep your calendar and email data up to date. It carefully checks which events should be added to Salesforce, so you don't see unnecessary duplicates or outdated cancellations. DryMerge goes through your data step by step, making sure that only the best and most relevant information is saved. Its smart AI tools help focus on the details that matter for your schedule, letting you get on with your day without extra hassle.
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.
