Einstein Activity Capture At a Glance
Einstein Activity Capture is a free Salesforce tool that uploads email and calendar data to Salesforce. Emails that Einstein Activity Capture users send and receive are captured and automatically added to the activity timeline of related account, contact, lead, and opportunity records. However, captured emails are stored on a separate AWS server and not stored as Salesforce records like users might expect. Storing your email data outside of Salesforce can cause a slew of headaches for admins and end users alike.
The Big Gap: Permanent Email Storage
For many organizations, Salesforce records need to be accurate for more than 6 months. With Einstein Activity Capture, email data in Salesforce is not stored permanently
and will be deleted after 6 months. If you work in industries where accurate records are needed to do business, you should consider this when assessing Einstein Activity Capture
The Other Big Gap: Email Records Not In Standard Reports
Because Einstein Activity Capture does not store the data as Salesforce records, these email “ghost records” are not available in standard Salesforce reports. For many organizations, email is a main line of communication with clients and to not be able to utilize email data when creating reports is a big problem and missed opportunity.
The Bottom Line
Why are email data insights important? Here are some important facts you should know. Email is how business communication happens. 62.86% of business professionals prefer email for business communication. (Study
) According to a study from McKinsey, data-driven organizations are 23 times more likely to acquire customers. (Study
) But most importantly, you are leaving money on the table. Insight-driven businesses are growing at an average of 30% each year; by 2021, they are predicted to take $1.8 trillion annually from their less-informed industry competitors. (Study
Without data being stored permanently in Salesforce and without the ability to use email data in Salesforce standard reports, Einstein Activity Capture does not meet the needs of productive, growing, data-driven teams. The good news is that there are alternatives on the market who let you store data permanently in Salesforce that can be included in Salesforce standard reports.
Why You Should Check Out Match My Email
Match My Email
has been supporting seamless, automated email integration for over ten years. Our email and calendar integration product has 4.9 stars out of 5 on the Salesforce Appexchange
and hundreds of glowing reviews. We build leading Salesforce email integration
technology and continue to innovate. We see how important our product is to data-driven teams and continue to help them become more productive and grow faster. Our exceptional support team can help ensure that your team is set up with the exact email integration solution the team needs.
Check it out our website or set up a free demo to see Match My Email for yourself: matchmyemail.com