Introduction
Einstein Activity Capture is useful for syncing emails and calendar events between Salesforce and Outlook. However, many admins find that tasks do not sync. This gap can affect productivity and data accuracy. The issue means important tasks created in Salesforce never reach Outlook, leaving sales teams with incomplete records.
Real-world Experience
Here's a real example that shows the everyday struggle of managing unsynced tasks:
I've been struggling with Einstein Activity Capture for weeks now. Every time a task is created in Salesforce, it doesn't appear in Outlook. I need tasks to sync automatically.
This example reflects a common problem where tasks are left out of the sync process, causing frustration for many users.
Einstein Activity Capture Solution
The current setup of Einstein Activity Capture only supports syncing emails, contacts, and events. Tasks are not part of its sync capabilities. This limitation has led to gaps in task management for many Salesforce users. Below are the steps needed to resolve this issue:
Review EAC Settings
Log into Salesforce and navigate to the Einstein Activity Capture settings. Check the list of items that are set to sync. Notice that tasks are not included in the supported items.
Confirm Supported Record Types
Review Salesforce documentation and configuration details. Understand that Einstein Activity Capture handles emails and events but does not support task records out-of-the-box.
Explore Third-Party Integrations
Consider integration options through the Salesforce AppExchange or tools like Power Automate. Look for solutions designed to sync tasks with Outlook by bridging the gap in native support.
Evaluate a Robust Alternative
If native functionality and basic third-party tools fall short, assess solutions like DryMerge that offer complete sync capabilities, including tasks, emails, and calendar events.
Limitations to Consider
The solution using Einstein Activity Capture is limited. It works well for emails and events but leaves out task records. This shortfall means critical data is missing from Outlook. The approach can also lead to reporting gaps and additional integration challenges over time.
Alternative Solution
It can be really frustrating when Einstein Activity Capture doesn't sync your Salesforce tasks with Outlook, leaving you with missing or incomplete information. DryMerge offers a helpful alternative that fills this gap. DryMerge is an AI-native app that connects directly with Salesforce and Outlook, so your data stays updated and accurate. It takes raw details from your emails, tasks, and meetings and updates Salesforce with the key information you need. This means tasks sync properly, emails are organized, and your calendar events show up where they should, all without extra manual work. DryMerge's built-in AI tools help pick out the most important details for your task, keeping your system clear and 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.
