Revenue Grid vs Einstein Activity Capture: Salesforce Email and Calendar Sync Compared (2026)

Since Salesforce's Summer '25 release, Revenue Grid and Einstein Activity Capture (EAC) both write captured email into your own org. Storage no longer decides this choice.

What decides it is how each tool handles the three cases that break capture:

• An account with several open opportunities.
• A new stakeholder who isn't in Salesforce yet.
• An engagement tool logging the same email.

Here's the short version. Revenue Grid is the stronger fit if you need two-way calendar sync, run on-prem Exchange, or manage a very large or multi-geo Microsoft 365 estate. EAC is reasonable if it's already in your edition and your accounts carry one deal each. Both tools depend on opportunity contact roles to find the deal, and in most orgs those roles are half maintained.

That gap is why we built Weflow Activity & Contact Capture. Weflow is the Revenue AI Orchestration platform for sales, customer success, and RevOps teams. Activity & Contact Capture is the product in it that handles email and calendar sync. On this page it's the third option, for teams whose three cases fail on both Revenue Grid and EAC.

Weflow, Revenue Grid and Einstein Activity Capture at a glance

The three tools converge on native storage. They split on how they choose the opportunity, whether they create contacts, and whether they can share a mailbox with other tools.

If you only read three rows, read opportunity choice, contact creation and integrations. Those rows map to the three cases that decide this comparison.

Why the Outlook plugin sunset puts both tools on your shortlist

Salesforce is retiring its Outlook plugin, and the default destination is EAC. Plenty of admins arrive at that destination without having chosen it. Some already distrust it.

"We have the Salesforce Outlook plugin, but it goes out of support this month, so we have to move over to Einstein Activity Capture."

From a Weflow sales call

Revenue Grid markets itself as both the Salesforce for Outlook replacement and the EAC alternative, which is why it lands on the same shortlist. You'll spend the migration effort whichever way you go: reconnecting mailboxes, retesting mapping and rebuilding reports. That's what makes now the moment to choose deliberately rather than accept the default.

Why storage no longer separates Revenue Grid and Einstein Activity Capture

Under Sync Email as Salesforce Activity, the default for every setup since Summer '25, EAC writes captured email into your org as Task and EmailMessage records. Revenue Grid also writes into your org. Any page that still says "EAC doesn't store records" describes the old setup.

Revenue Grid's own pitch still argues that EAC keeps data in a third-party cloud. For a current EAC setup, that argument no longer holds.

Two differences remain:

• Orgs that set up EAC before Summer '25 and haven't switched still keep email off the org.
• Even in the current mode, EAC holds email on Salesforce's Activity Platform for up to 30 days.

Our own customers who left EAC over off-org storage were running the pre-Summer '25 setup. If you're on the current mode, that particular complaint doesn't apply to you. The ones that follow still do.

Three capture cases to test in your sandbox first

Judge capture on the ambiguous case, not the clean demo. A tool that maps silently and wrongly is worse than one that falls back visibly, because people build reports and forecast calls on the wrong answer.

One sandbox note before you start: an EAC user can't sync to several orgs at once. Remove a test user from the sandbox configuration before you add them in production.

Case 1: an account with two open opportunities and no contact roles

• Set it up: one account, a renewal and an expansion both open, and a contact on the account with no contact role on either deal. Email that contact from a test mailbox.
• A pass looks like: the email lands on the correct opportunity, or visibly on the account, and a rep can move it.
• A silent failure looks like: the email lands on whichever deal a tiebreaker picked, or on both, and nobody can tell from the record.

Case 2: a brand-new person on the thread

• Set it up: reply to a thread with a new address at the customer's domain on CC. That person shouldn't exist anywhere in Salesforce.
• A pass looks like: a contact appears under the right account and the email logs to them.
• A silent failure looks like: no contact and no logged email for that person, and no warning to the rep or the admin.

Case 3: an engagement tool also logging the email

• Set it up: send a step from Outreach or Salesloft with its Salesforce sync on, using the same mailbox the capture tool reads.
• A pass looks like: one activity record for one email.
• A silent failure looks like: two records under different objects, and email and meeting counts that quietly inflate.

"We are using Einstein also Chili Piper and Outreach. Right back to Salesforce, but. And then Weflow. So I was like, is it half? Do we have four events every time?"

From a Weflow sales call

How Weflow Activity & Contact Capture syncs email and calendar

Weflow resolves the three cases with four mechanics:

• Mapping your reps can see and correct.
• A deliberate account fallback instead of a guess.
• Controlled contact creation.
• Compatibility mode for engagement tools.

How Weflow captures email server side, with no rep action

Weflow captures email at the mail tenant, through a central app installed in Microsoft Entra or Google Workspace. Mail sent from a phone, a browser or a desktop client is captured the same way. Weflow writes it to Salesforce through the integration user almost immediately, not on a nightly batch.

Coverage doesn't depend on adoption. A user enrolled in capture gets their email logged whether or not they've ever signed in to Weflow.

Weflow logs inbound and outbound mail the same way. It only logs mail with an external participant that matches a Salesforce record, and it never logs internal-only threads.

Two channels stay invisible:

• Personal channels: personal email accounts and phones aren't captured.
• Deliverability subdomains: mail sent from a separate subdomain isn't logged, because matching runs on the sender address held in Salesforce.

How Weflow logs calendar meetings as Salesforce events

Weflow logs every external meeting from Google or Microsoft calendars as a Salesforce Event, whether or not it was recorded. Recording only adds a summary and field updates on top. Calendar entries with no other attendees, and anything a rep marks private, stay out.

Weflow can sync both ways, but the Salesforce-to-calendar direction is unreliable, so we recommend one-way sync from the calendar into Salesforce. If your team creates meetings in the calendar, which most teams do, one-way loses you nothing.

How Weflow matches activity to contacts, leads and accounts

Weflow matches each email and meeting on the address. It checks primary and secondary email fields across contacts, leads and custom objects. A contact who carries a business and a personal address resolves either way.

When no person matches, an optional setting matches the sender's domain against the account Website field and logs to the account. That keeps capture working on accounts where contact hygiene is poor.

The Website field is the weak point. Two duplicate accounts sharing a domain spread activity across both. A personal mailbox domain sitting in a Website field pulls every email involving that domain onto one account.

One thing works in your favor here. When someone creates an account after reps have already emailed people there, Weflow logs those earlier emails to it automatically, with no re-sync.

How Weflow picks the opportunity when an account has several open

Weflow decides from the address and the Salesforce relationships around it, never from what the email says. We tested content-based matching and left it out because it wasn't accurate enough.

The decision order:

1. Match the address to a contact, lead or custom object. A contact wins over a lead.
2. If the contact holds a contact role on exactly one open opportunity, log there.
3. If the account has exactly one open opportunity, log there.
4. If several are open, weigh the contact role, the opportunity owner, the mailbox owner, the account relationship and the stage.
5. If that evidence doesn't settle it, log to the account.

The fallback is a design choice. Logging to the account is easy to fix. Logging to the wrong deal isn't, because someone builds a report or a forecast call on it before anyone notices.

The fix happens in the inbox. The Outlook add-in and Chrome extension show the rep the matched contact, account and opportunity before Weflow logs. The rep re-maps once, and every later reply in that thread follows. A rep can also move an email after it has logged.

Weflow never logs to a closed opportunity. And when the rep picks a deal, Weflow can create the missing opportunity contact role, so mapping gets more accurate the more a deal is worked.

There are three limits:

• An email lands on one opportunity only.
• No rule picks the opportunity with the nearest close date.
• The first message sets the mapping for the thread, so a wrong first match carries forward until someone moves it.

For a renewal and an expansion running in parallel, the cleaner setup is separate capture configurations. Give the renewals team its own configuration, filtered on opportunity type or a close-date threshold.

How Weflow creates contacts for new stakeholders on a thread

Weflow creates Salesforce contacts from the To and CC recipients when the rep sends. BCC is excluded, and a thread the rep never answers creates nobody.

The controls:

• Switch creation off entirely, or restrict it to accounts already in Salesforce.
• Cap how many contacts a single meeting or thread can create, so a 200-person webinar doesn't fill your contact table.
• Block standard prefixes such as invoice, billing, no-reply and support.
• Let reps clear the tick in the Outlook or Gmail extension before sending.
• Look up the address across contacts, leads, custom objects and secondary email fields before creating anything, so no duplicate gets created.
• Enrich name, title, email, phone and LinkedIn at no extra charge.
• Attach the new contact to the opportunity as a contact role.

Weflow never creates leads. When creation is restricted to existing accounts, a stakeholder at a company that isn't in Salesforce yet creates no contact until someone adds the account. A validation rule requiring a field that enrichment can't fill also stops that contact from saving.

Where Weflow stores captured email and meetings in Salesforce

The admin chooses Task or EmailMessage per capture configuration, and meetings land as Events. All of these are native records in your org.

About nine in ten of our customers choose EmailMessage. It carries native From, To and Cc and thread structure, and one record covers up to 50 recipients.

Task is roughly seven times lighter. It also sits in the same activity reports as events, which EmailMessage can't do. Teams near their storage limit, or with task-based reports already built, pick Task.

Attachments are configurable, with a size cap.

How Weflow coexists with Outreach, Salesloft and your other tools

Compatibility mode recognizes activity that Outreach, Salesloft, Apollo or Clay already logged, and skips it. A tracking-pattern exclusion stops emails tracked by those tools from syncing twice. The trade-off is a delay of five to ten seconds on email logging.

Weflow can also run in parallel with EAC once EAC's event sync is set to one direction, from mail and calendar into Salesforce. That's what makes a real parity test possible.

Weflow isn't an integration platform with a catalogue of connectors. It's the capture layer, built to share Salesforce with the tools around it.

How Claude and ChatGPT reach Weflow data through MCP

Weflow has an official read-only MCP connector for Claude, ChatGPT and other assistants. An admin switches it on per workspace. A separate toggle decides whether assistants can read full transcripts or only AI summaries.

How you get Weflow activity data out through the API

Weflow's REST API bulk-exports transcripts, metadata, scores and signals as JSON or CSV into BI tools such as Tableau and Looker. There's no native Snowflake, Databricks or BigQuery connector, so teams use the API to move data into the warehouse. The captured email and meetings already sit in Salesforce, where any BI tool can read them directly.

How Revenue Grid syncs email and calendar to Salesforce

Revenue Grid is a strong Salesforce for Outlook replacement, with calendar strengths we don't match. On the three cases, though, it's strict:

• Its auto-save runs in batches.
• Its opportunity linking needs several conditions to be true at once.
• It can't share a mailbox with another sync tool.

How Revenue Grid's Sync Engine captures email, and how often

Revenue Grid runs a sidebar (an Outlook add-in, or a Chrome extension for Gmail) alongside a server-side Sync Engine. The Sync Engine saves email whether or not the sidebar is open.

It works in three modes:

• Fully automatic saving of every non-blocklisted email.
• Semi-automatic saving when a rep tags an email or thread with a Salesforce category or folder.
• Manual saving from the sidebar.

Revenue Grid markets its integration as real-time. Auto-save actually runs in sync sessions:

Auto-saving, calendar sync and scheduling all stop working when the Sync Engine loses its authorization token.

How Revenue Grid syncs calendar meetings in both directions

Two-way calendar sync is Revenue Grid's real strength. A new meeting reaches Salesforce within a couple of minutes.

The other direction costs extra. Instant Sync, which shows a Salesforce event in the calendar within about five minutes, is a paid add-on and doesn't support Google Workspace. It needs:

• The Revenue Grid managed package.
• A remote site setting.
• A dedicated integration user with the System Administrator profile.

Without Instant Sync, Salesforce events reach the calendar on the regular cycle. Calendar items created before activation aren't synced unless a rep marks them or you buy a bulk sync service.

How Revenue Grid links email to contacts and accounts

Revenue Grid links saved email to people and accounts. Salesforce requires an account link on every activity except one linked to a lead.

Revenue Grid can also clone one email onto up to ten records, one clone per linked record. That setting is on by default.

With thread auto-saving on, the records a rep picks in the first save apply to the whole thread. That includes past and future replies from internal or blocklisted participants.

When Revenue Grid links an email to an opportunity

Revenue Grid links an auto-saved email to an opportunity only when all of these are true:

• The rep owns the opportunity.
• An address on the email belongs to a contact with a contact role on it.
• The opportunity is open.
• Linking to opportunities is switched on in sync settings.

Run that against Case 1. The contact has no contact role, so the email lands without an opportunity. The same happens on any deal owned by a colleague, such as a CSM's renewal or an SE's technical thread. A rep can pick the opportunity by hand in the sidebar's Save dialog.

Why Revenue Grid creates no contacts until you turn it on

Revenue Grid can create records for unknown participants, but both creation modes are off by default:

• One mode creates a contact when the address domain matches an account's website and an existing contact's domain, and a lead otherwise.
• The other creates accounts and contacts or leads for every unmatched participant.

Free email domains such as gmail.com never trigger creation. Revenue Grid never creates contact roles, so a new stakeholder doesn't feed opportunity linking later. Reps can create records, custom objects included, from the sidebar's Create menu.

How Revenue Grid stores email as Tasks or EmailMessages

Revenue Grid saves email as completed Tasks, or as EmailMessage records with Enhanced Email on, and saves meetings as Events. Everything lands in your org. Attachments save as Content documents or Attachment records against an admin allow-list of file extensions.

Cloning is the storage cost to watch. One email linked to five records is five records.

Deduplication when several colleagues save the same auto-saved email only works after you add and configure the InternetMessageId field from Revenue Grid's managed package.

Why Revenue Grid can't run beside another mailbox sync tool

Revenue Grid documents that it must not run alongside any other tool that moves data between the mailbox and Salesforce. Lightning Sync, Salesforce Inbox and Salesforce for Outlook are named, and EAC falls in the same category. The two tools create sync conflicts and duplicates.

That shapes your bake-off: EAC has to be off for any user you test on Revenue Grid.

Revenue Grid also has no handling for activity already logged by Outreach or Salesloft. Case 3 produces duplicates.

What Revenue Grid's MCP server and Claude plugin expose

Revenue Grid launched an MCP server in July 2026 that gives ChatGPT, Claude, Copilot and custom agents its relationship history, engagement trends, signals and AI insights. Customers connect it manually, and it has no public documentation or tool list yet.

The Claude plugin is only available to organizations with Pipeline Assistant, Meetings Assistant or AI Mentor enabled.

How you reach Revenue Grid activity data without a public API

Revenue Grid has no public API for captured activity or AI outputs. Its only API is the Salesforce Scheduler Adapter's calendar endpoints. Because captured email and meetings live in Salesforce as Tasks, EmailMessages and Events, you reach them through Salesforce's own API.

How Einstein Activity Capture syncs email and calendar today

EAC is included and now writes into your org. Four things still limit it:

• Matching is fixed by tiebreakers that only Flow or Apex can change.
• New stakeholders stay invisible.
• The event-organizer logic creates duplicates.
• The roadmap now points at Momentum.

How Einstein Activity Capture captures email, and where it drops

EAC captures sent and received email in the background from the connected Microsoft or Google account. An admin either authenticates the whole org, or each rep connects their own account. You can exclude your internal domain so employee-to-employee mail stays out.

The complaint we hear most is reliability.

"EAC just got disconnected for no reason. We talked with the support multiple times, like a thousand times I would say. So it hasn't been fixed, so that's why we are looking for a new alternative."

From a Weflow sales call

Every disconnection is a silent hole in the record. Captured email and events also aren't visible in the Salesforce mobile app, so field reps can't review them on the road.

Why Einstein Activity Capture creates duplicate calendar events

EAC follows the organizer's sync settings. When a meeting's organizer isn't in a syncing configuration, each syncing attendee gets their own standalone copy of the event, and other attendees don't appear on it. Duplicates also appear after an admin resets sync.

"Even if you customize it in Salesforce like there inevitably ends up being issues if two people join a meeting. It counts it as two meetings in a lot of cases."

From a Weflow sales call

Calendar-to-Salesforce sync typically takes about five minutes. Salesforce changes take 15 minutes or more to reach the calendar, and initial sync can take a day or more when many users start at once.

How Einstein Activity Capture matches email through the matching flow

EAC runs matching in the Activities: Match Email to Records flow, in this order:

1. Find users.
2. Find contacts and leads.
3. Find accounts and opportunities.
4. Create the email activity with its associations.

Changing any of it means editing the flow in Flow Builder or writing Apex. That includes relating email to custom objects, matching on custom email fields or blocking certain emails. Out of the box, Cases aren't matched.

Users win over contacts. An address that belongs to both a Salesforce user and a contact matches the user.

How Einstein Activity Capture's tiebreakers choose between open opportunities

EAC looks for a contact role on the opportunity first. If none matches, it falls back to the account's opportunities. When several qualify, it applies tiebreakers in order:

1. Exclude opportunities whose close date is more than 60 days before the email.
2. Prefer an opportunity whose owner is on the email.
3. Prefer one whose account a matched user owns.
4. Prefer one created within 60 days after the email.
5. Prefer one where the email date falls between its create and close dates.
6. Prefer open over closed.
7. Prefer the earlier close date.
8. Prefer the most recent LastActivityDate, then the most recent LastModifiedDate.

Credit where it's due: EAC has a close-date rule, and Weflow doesn't. The catch is that in Case 1, the tiebreakers pick the deal, not anything about the conversation.

A rep corrects a wrong match on the email record in Salesforce, not in the inbox, and the flow doesn't overwrite that correction. On our calls, customers also describe contacts on several open opportunities whose email shows on every one of them, which inflates activity counts across both deals.

Why new stakeholders never appear under Sync Email as Salesforce Activity

Contact Auto-Creation and Contact Suggestions aren't available under Sync Email as Salesforce Activity. An email from an address that matches no record isn't logged.

Once someone creates the contact or lead, only new emails to and from that address are matched. The earlier correspondence stays out.

Contact sync from users' address books still exists, up to 50,000 contacts per user. It only covers people already in someone's address book, so a new buyer on a thread doesn't get picked up.

Where Einstein Activity Capture stores email since Summer '25

EAC writes each captured email as both a Task and an EmailMessage record, and has no setting to pick one. Meetings land as Events.

Email also sits on the Activity Platform for up to 30 days. EAC doesn't sync or store attachments, so the quote or contract a rep emails never becomes a file on the opportunity.

What Einstein Activity Capture works with, and what it conflicts with

EAC connects to Microsoft 365, on-premises Exchange and Google Workspace. It works alongside Salesforce's own Inbox, Einstein Conversation Insights and Agentforce.

The conflicts:

• It can't run in the same org as Lightning Sync.
• The inbox side panel is a separate product (the Outlook and Gmail integration). A rep who clicks its Log Email button logs the same email twice.
• It has no setting that skips activity an engagement tool such as Outreach already logged.

How AI assistants reach Einstein Activity Capture records

EAC has no MCP server of its own. Assistants reach the records it writes into Salesforce through Salesforce Hosted MCP Servers, which are intended for customers with Flex Credits and may be billed by usage.

What you can and can't export from Einstein Activity Capture

The Task, EmailMessage and Event records in your org are reachable through reports, SOQL and the APIs. Salesforce doesn't support exporting the activity data held in EAC's own store, or the insights generated from it.

Where Revenue Grid or Einstein Activity Capture beats Weflow

Several realistic profiles are better served by another tool.

When Revenue Grid fits better: two-way calendar and on-prem Exchange

• Your team creates events in Salesforce and needs them pushed to Outlook. Revenue Grid's two-way sync handles that direction, and ours isn't reliable there.
• You run on-premises Microsoft Exchange. Revenue Grid supports it, and we don't document support for it.
• You manage a very large or multi-geo Microsoft 365 estate. Revenue Grid sells an architecture for more than 100,000 users.
• You need a private cloud deployment. Revenue Grid sells one.

When staying on Einstein Activity Capture is the right call

• You're under 100 users on EAC Standard, so capture costs you nothing extra.
• Your accounts carry roughly one opportunity each, so the tiebreakers rarely matter.
• No engagement tool writes to the same mailboxes.

If all three are true, staying put is a reasonable decision.

What Weflow Activity & Contact Capture won't do for you

• Weflow never creates leads. If your inbound motion runs on leads, keep whatever creates them today.
• One email lands on one opportunity, not two.
• No rule picks the opportunity with the nearest close date.
• We recommend one-way calendar sync, because the Salesforce-to-calendar direction is unreliable.
• Personal email accounts, personal phones and deliverability subdomains aren't captured.
• Sellers with several email aliases scatter across identities. No vendor solves aliases, EAC included. The fix is consolidating onto one domain.
• We don't document support for on-prem Exchange.

What Weflow, Revenue Grid and Einstein Activity Capture cost per seat

The real comparison is a published $19 seat against a quoted $30 seat plus fees, and against "free" EAC. Free means Standard, and the full product comes with Unlimited or the $50 Sales Engagement add-on.

If you're on Unlimited Edition, run one check first: are you paying twice? Unlimited already includes full EAC, and some teams bought a separate capture licence on top without noticing.

"We were trying to get out of certain additional licenses with Salesforce with their Einstein Activity capture since we have the unlimited edition or we get all that with our org, so we were playing like twice for the licenses."

From a Weflow sales call

In that situation, the business case is the redundant licence line, not the edition you'll keep anyway.

How to test and migrate off Einstein Activity Capture

Two capture tools writing for the same user create duplicates. The fair test is a parity run with the new tool left on defaults, set up correctly for whichever tool you're testing. Configuration comes after you've proven nothing gets lost.

Set Einstein Activity Capture event sync to one direction first

A bidirectional EAC event sync creates a loop: the event logs to Salesforce, gets pushed back to the calendar, and logs again. With a second tool writing too, you get duplicates. Removing the EAC permission from users doesn't stop it.

1. Set EAC's event sync to one direction, from mail and calendar into Salesforce.
2. Clean up duplicates already written. Nothing removes them automatically, and until you do, a rep can show 13 meetings in one view and 8 in another.
3. Run Weflow's Settings Health check in Salesforce. It reports whether EAC is detected, alongside the Shared Activities and Enhanced Email settings Weflow needs.

With that setting changed, Weflow adds call summaries onto the events EAC already creates, so you don't have to switch EAC off to start.

Move whole users, backfill, and compare against saved reports

Putting some users on each tool doesn't work, because activity volumes differ from person to person. Running both tools for the same user writes the same email twice.

1. Save activity reports for your test users from the incumbent tool.
2. Move those users fully onto the new tool.
3. Backfill the test period. A backfill that checks each email's message ID before writing adds only what the old tool missed, so the backfill itself measures the gap.
4. Compare against the saved reports.
5. Sit with the reps who complained most about the old tool and walk their threads.

Use the Activity Capture Health view during this step. It flags duplicate accounts, accounts sharing a domain and contacts with no email, which separates a capture fault from a data fault.

Switch off Einstein Activity Capture before trialing Revenue Grid

Revenue Grid can't run beside another mailbox sync tool, so the parallel method above doesn't apply.

1. Remove test users from EAC, and disable any other sync apps under Connected Apps.
2. Activate Revenue Grid for those users.
3. Expect six days of Inbox and Sent history out of the box. Anything older needs the historical sync service.
4. If you're testing Instant Sync, set up the System Administrator integration user first.
5. Run the three cases, allowing for the 30-minute auto-save cycle before you judge Case 1.

Rebuild reports that depended on Activity 360

Salesforce is retiring Activity 360 Reporting, Activity Metrics and the Activities Dashboard. The objects behind them (UnifiedEmail, UnifiedMeeting, UnifiedTask and their participant objects) retire too. You pay this cost whichever tool you pick.

1. List every report and dashboard built on the Unified objects.
2. Decide Task or EmailMessage first, because that sets what one activity report can span.
3. Rebuild on standard activity reports, with Email Message as the primary object where you keep EmailMessage.

Which email and calendar sync tool fits your Salesforce org

Each tool wins a specific, recognizable profile.

Choose Weflow Activity & Contact Capture if accounts carry several open deals

• Your accounts run renewals, expansions and new business at the same time, and you'd rather see an account fallback than a silent wrong match.
• You need new stakeholders created as contacts automatically, under rules you control.
• Outreach, Salesloft, Apollo or Clay write activity to the same mailboxes.
• You want to run a real parity test beside EAC before switching it off.
• You want a published per-seat price.

Choose Revenue Grid if you need two-way calendar sync

• Your team creates events in Salesforce and needs them on the calendar.
• You run on-premises Exchange.
• You manage a large or multi-geo Microsoft 365 estate.
• You need a private cloud deployment.

Choose Einstein Activity Capture if it's free and accounts are simple

• Your edition already includes it, or you're under the 100-user Standard cap.
• Your accounts carry about one opportunity each.
• No engagement tool logs the same email.

Walk through the product yourself, no call required.

FAQ: Revenue Grid vs Einstein Activity Capture

Is Einstein Activity Capture free, and when do I start paying?

EAC Standard comes at no extra cost with Starter, Pro Suite, Professional and Enterprise editions, and it's free up to 100 users. The full version comes with Unlimited, Einstein 1 Sales and Agentforce 1 editions. Otherwise you pay through the Sales Engagement add-on at $50 per user per month, billed annually.

How far back does each tool sync historical email?

Weflow offers historical backfill of up to 24 months as an add-on. Revenue Grid brings in six days of Inbox and Sent email at activation, and anything older is a custom service that may carry a fee. EAC brings in up to six months of past email when you switch to Sync Email as Salesforce Activity.

What happens to activity Einstein Activity Capture already captured?

Email EAC wrote as Task and EmailMessage records stays in your org as standard records, reachable by reports and APIs. Data held only on the Activity Platform, and the insights generated from it, can't be exported. Legacy orgs that never switched hold their email only there.

Do I need Sync Email as Salesforce Activity before migrating?

Pre-Summer '25 orgs that haven't switched keep captured email off the org, so your existing activity isn't in reportable records. Switching writes email into the org and brings in up to six months of past email. You lose the legacy reports, which are retiring anyway. It also changes what you're comparing against: current EAC, not the off-org version.

Will Weflow or Revenue Grid double-log what Outreach writes?

Weflow's compatibility mode skips activity already logged by Outreach, Salesloft, Apollo or Clay, so one email stays one record. Revenue Grid has no handling for activity logged by sales engagement tools such as Outreach or Salesloft, so both records land.

What permissions does the Salesforce integration user need?

When org-wide defaults are Private, the Weflow integration user needs Modify All Records on Account, Opportunity and Contact. Read, Edit and View All aren't enough: the user can write the first record and then can't update it. Weflow never deletes an opportunity. It only deletes an event it logged incorrectly.

Revenue Grid's Instant Sync and Scheduler Adapter need an integration user with the System Administrator profile. A fully admin-authorized rollout needs a separate paid Salesforce licence for a service account.

Should I log email as Task or EmailMessage if storage is tight?

Task is roughly seven times lighter than EmailMessage, and it reports alongside events, so storage and reporting both point the same way. EmailMessage keeps native From, To and Cc and thread structure.

Weflow lets the admin pick per configuration. Revenue Grid saves Tasks, or EmailMessages with Enhanced Email on, and its cloning multiplies records. EAC writes both with no setting to choose.

Are custom objects, email aliases and mobile reps covered?

• Weflow: logs to any object, including cases and custom objects, and shows custom objects in the extension. Server-side capture covers mail sent from phones.
• Revenue Grid: supports sync rules for custom objects. Its mobile sidebar runs inside Outlook for iOS and Android with Microsoft 365 accounts only.
• EAC: relates email to custom objects through Flow or Apex. Captured activity isn't visible in the Salesforce mobile app.

No vendor solves multiple aliases per seller.

What should security review check on each tool?

• Weflow: SOC 2 Type II, GDPR compliance, Zero Data Retention for AI processing, and customer data never used to train AI models. Weflow reads no mailbox until a user is enrolled in a capture configuration.
• Revenue Grid: stores and processes personal information in Microsoft Azure in the United States by default. It doesn't use customer content to train models, though its third-party AI providers' retention is limited, not zero.
• EAC: hosts data on Hyperforce in the United States or Germany, following your org's region. Salesforce keeps de-identified data derived from EAC activity for up to two years for machine learning and enrichment.

What do I tell reps about Salesforce's "email not connected" warning?

Tell them not to connect anything. The warning doesn't know a server-side capture layer is running at the tenant.

"Our users are saying that red icon, your emails are not connected to Salesforce, because Salesforce is trying to get you to connect your email directly."

From a Weflow sales call

What settles reps is seeing it work. Weflow's Outlook add-in and Chrome extension show which record each email logged to, and a rep who can check stops asking.