Introduction
Einstein Activity Capture is meant to connect your email with Salesforce, but sometimes the sync status shows 'not started.' This happens even when both-way syncing is enabled. The issue can stall your business processes and leave sales data incomplete. The post explains the struggle with syncing from Exchange, setting the stage for a simple fix and a better alternative.
Real-world Experience
Let's look at a real example from a user facing this exact problem.
I set up my Einstein Activity Capture for Outlook a week ago, and my Exchange to Salesforce sync still hasn't started. I need to find out why it isn't working as expected.
This situation reflects a common challenge where users face a lack of clear error messages, leaving them without guidance on fixing the sync issue.
Einstein Activity Capture Solution
The community suggests checking every setting and even resetting events. However, this fix rarely uncovers the true cause of the problem. A thorough review of the connection, permissions, and sync settings is needed. Below are the steps needed to resolve this issue:
Verify Connection Status
Log in to Salesforce and go to the Einstein Activity Capture settings. Confirm that the connection to Outlook is active and there are no warning signs.
Review Sync Settings
Check that both incoming and outgoing events are enabled. Look for any missed configuration in the sync options.
Inspect Health Dashboard
Navigate to the sync health status page in your Salesforce settings. Look for error messages or alerts that might explain why the Exchange sync hasn't started.
Reset User Events if Needed
If no clear errors appear, try resetting the events for the affected user. This step may kickstart the sync, even though it might mask deeper issues.
Limitations to Consider
While these steps can resolve short-term syncing issues, they do not always address deeper integration faults. Relying on manual resets and checks may lead to recurring problems, increased administrative effort, and potential data gaps over time.
Alternative Solution
Are you frustrated that Einstein Activity Capture isn't syncing your emails and calendars from Exchange to Salesforce as expected? This can leave you with gaps in your data and extra work. DryMerge offers a good alternative. DryMerge is an AI-native app that connects with Salesforce and Exchange to keep your information accurate. It checks your email and calendar data and updates your records with the key details you need. With its AI tools, DryMerge picks out the specific information that matters to your task, helping you avoid the hassle of manual fixes.
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.
