Introduction
Salesforce users face major challenges when Einstein Activity Capture conflicts with manual email logging. The Gmail Chrome extension and automatic syncing may not work together, causing disconnects and missing event data. This problem disrupts daily operations and creates data gaps in Salesforce. Clear steps are needed to resolve these issues and ensure consistent data capture.
Real-world Experience
Here's an example that shows how these issues impact a team:
I've been having issues with Einstein Activity Capture. It keeps disconnecting users and events don't sync. I wonder if the Gmail extension might be the cause.
This case mirrors a common pattern where the mix of manual logging and automatic syncing leads to conflicts and data inconsistencies across Salesforce.
Einstein Activity Capture Solution
Many users have noted that you must choose between Einstein Activity Capture and manual logging. Trying to use both methods leads to conflicts like user disconnections and lost event data. The common fix is to streamline processes by opting for one method. Below are the steps needed to resolve this issue:
Review User Settings
Examine each user's Salesforce settings to see if they are set for automatic email and event logging via Einstein Activity Capture.
Disable Manual Logging
If using Einstein Activity Capture, disable the Gmail Chrome extension's manual logging to avoid overlaps that lead to sync issues.
Update Connection Method
Adjust the system configuration so that only Einstein Activity Capture is used for syncing emails and events. This ensures a consistent capture method.
Monitor Data Sync
After making changes, monitor the sync logs in Salesforce to confirm that users are no longer experiencing disconnections and that events are captured correctly.
Limitations to Consider
This solution relies on sticking to a single method for logging activities, which may limit flexibility for users who prefer custom email logging. It also requires a change in habits and some training for team members used to manual entries.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't sync emails and events the way you need it to, especially if you face disconnections or data gaps. DryMerge offers an alternative that tackles these issues head-on. DryMerge is an AI-native app that integrates with Salesforce and your email and calendar systems to make sure your information is updated accurately. It takes emails, calendar events, and attachments and creates or updates records in Salesforce, so you don't have to choose between automatic syncing and manual entry. DryMerge keeps track of multiple email accounts and reduces data loss, helping you keep your Salesforce data consistent. Its AI features make it easier to pull just the right information needed for your work, so you get a clearer view of 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.
