Einstein Activity Capture is a great solution for compiling sales rep activity data into Salesforce. Einstein Activity Capture pulls in calendar events and emails and then identifies all the information then matches the information to already existing Salesforce Accounts and Contacts.
Activity Tracking Salesforce
The problem that exists is that Einstein Activity Capture is not able to capture brand-new leads and contacts. There will be no new contacts added only the already existing will be updated which leaves little room for real-time updates.
The problems that arise are:
- Salesforce Admin is the only one that can delete emails. Other users cannot just go in and clean out the emails that are no longer valuable.
- If your business decides to no longer use Einstein Activity Capture and moves away the data that was stored on the CRM will be deleted.
- The event and email data are not available by your API, User Interface, or standard reporting. This also means that further down the line Business Intelligence systems cannot draw from it.
According to Salesforce: “Data that is captured by Einstein Activity Capture is stored outside of Salesforce and, therefore, does not affect your Salesforce data allocations.” What this means is there is no accurate real-time activity tracking in Salesforce.
Einstein Activity Capture has gained momentum on getting engagement and sales activity into the CRM and allows for Einstein partners to further innovate.
But, if you are searching for a better Salesforce Solution that is not from Salesforce we recommend you take a peek at SalesDirector.ai’s AutoScribe.