Introduction
Sales teams rely on smooth integrations between Salesforce and calendars, but extra tasks can slow things down. Einstein Activity Capture sometimes causes duplicated tasks when syncing Google Calendar events, leading to cluttered records and wasted time. This issue has puzzled many admins as common fixes do not always work. The discussion below explores the problem and offers step-by-step guidance to get things back on track.
Real-world Experience
Here's a real account that shows how these sync issues can impact daily work:
I've been struggling with this issue. Every time an event is created in my Google Calendar, Salesforce not only logs the event but also creates a task automatically. Even after disabling the Chrome extension and Einstein Activity Capture, the task still appears. I'm really at a loss.
This challenge reflects a common pattern where Einstein Activity Capture creates duplicate records, complicating data management and increasing administrative overhead.
Einstein Activity Capture Solution
A careful review of the system setup reveals that the issue often stems from conflicting settings within Salesforce integrations. Misconfigured sync options can accidentally trigger task creation even when the event itself is blocked. In many cases, the problem lies in outdated or overlapping settings. Below are the steps needed to resolve this issue:
Review Sync Settings
Open your Salesforce setup and check the sync settings for Google Calendar. Ensure that no option is triggering an extra task during the event creation process.
Examine Flow and Trigger Configurations
Look through all process flows and triggers that involve task creation. Remove or adjust any that conflict with the standard Einstein Activity Capture settings.
Reset Einstein Activity Capture
Temporarily disable and then re-enable Einstein Activity Capture. This refresh can clear outdated configurations and stop unwanted task creation.
Inspect System Logs
Review Salesforce logs after an event sync to see if any automated process is creating tasks. Identify and disable any rogue functions.
Limitations to Consider
While these steps can reduce duplicate task creation, they may not work if there are legacy configurations or custom integrations in play. Continuous monitoring and updates might be necessary as Salesforce updates its systems.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't stop duplicate tasks from showing up, especially when you are syncing with Google Calendar. DryMerge offers a practical alternative that takes a different approach to this challenge. DryMerge is an AI-native app that connects with Salesforce and your Google Calendar to keep your records clear and accurate. It reviews your email, calendar events, and even attachments, then picks out the important details and updates Salesforce directly. This means you see only the right tasks without the extra clutter. With its AI capabilities, DryMerge enriches the data by focusing on the details that matter to you, making your workflow smoother and more reliable.
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.