Introduction
The post raises a common concern for Salesforce admins. It questions if switching to Einstein Activity Capture locks you in and makes it hard to go back to Lightning Sync. This issue affects data syncing and daily operations.
Real-world Experience
Here's a real-life example reflecting this challenge:
I'm using Lightning Sync without EAC licenses and want to try Einstein Activity Capture. But I'm worried that if I switch, I won't be able to go back easily. I feel stuck with my current setup.
This example shows a common worry among admins about losing flexibility when changing email and calendar integrations.
Einstein Activity Capture Solution
The community points out that while Lightning Sync users can switch back, there are no major updates planned for Lightning Sync. This leaves users with tough choices. For a smooth process, careful configuration review is needed. Below are the steps needed to resolve this issue:
Review Current Setup
Go to Salesforce Setup and check your current Lightning Sync and Einstein Activity Capture settings. Note your email and calendar configuration details.
Evaluate Integration Needs
Assess if your business really needs a change. List the pros and cons of using Einstein Activity Capture versus Lightning Sync.
Test in a Sandbox Environment
Before making live changes, replicate your settings in a sandbox. Verify that switching back to Lightning Sync does not lose important data.
Consult Official Documentation
Review Salesforce help articles and release notes. Follow any guidelines provided, especially if you plan to revert back.
Limitations to Consider
Even with these steps, reverting from Einstein Activity Capture can lead to data inconsistencies and added admin work. Long-term integration issues may arise if configuration changes are not carefully managed.
Alternative Solution
It can be frustrating when Einstein Activity Capture doesn't meet your needs, especially when you need a reliable solution for syncing your email and calendar. DryMerge offers a fresh look by being an AI-native app that easily connects Salesforce with your email and calendar systems. DryMerge makes sure that information from your emails and events is updated accurately in Salesforce. It picks out important details and sends them directly to Salesforce, which helps cut down on manual work and mistakes. Its built-in AI tools help sort through your data and pull just the right information for your task, offering you a clear and straightforward way to manage your integrations without the common hassles.
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.
