Introduction
Einstein Activity Capture sometimes fails to create email summaries when emails are too short or written in a way that the system struggles to understand. When summaries are missing, sales teams miss important details that help them follow up on tasks. This issue blocks smooth communication and can delay work. The following discussion breaks down why this happens and how to fix it.
Real-world Experience
Here's an example that many Salesforce users have encountered:
I've been trying to get my Einstein Activity Capture to show email summaries, but it just says 'summary unavailable' even when my emails should have enough detail.
This problem is common and often stems from brief or unstructured email content paired with default system settings.
Einstein Activity Capture Solution
Einstein Activity Capture may not generate summaries if emails are too short and lack clear details or if the setup isn't configured right. To improve this, ensure emails include detailed, structured content, use supported languages, and confirm that Email Insights is enabled. Below are the steps needed to resolve this issue:
Enhance Email Content
Add more detailed text in emails. Explain tasks, requests, or deadlines clearly so that the system can pick up the key information.
Verify Email Language & Structure
Make sure that your emails are written in a supported language like English and formatted in a clear, straightforward style.
Enable Email Insights
Go to Setup > Einstein Activity Capture and check that Email Insights is turned on. This setting is crucial for auto-generating email summaries.
Limitations to Consider
While these steps can help, they rely on the email having enough content. If emails are naturally short or lack details, Einstein Activity Capture may still struggle. In such cases, even tweaking settings might not fully resolve the issue.
Alternative Solution
It can be really frustrating when Einstein Activity Capture misses key details in your emails because they are short or unstructured. DryMerge offers a different approach that might work better for you. DryMerge is an AI-native app that connects with Salesforce and your email and calendar systems to keep your data fresh and accurate. It takes the basic information from your emails and calendar events and creates or updates Salesforce records so that nothing important slips through the cracks. It checks your data, picks out the details you need, and fills in gaps, helping you stay on top of your tasks without extra work.
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.