Weflow vs Salesforce Einstein Activity Capture

Activity EAC already wrote into Salesforce as Task, Event and EmailMessage records stays in your org. Activity held in EAC's own store, used by older setups, cannot be exported and ages out under your retention setting. Weflow captures forward from activation and backfills up to 24 months of past email and meetings, so you do not start from zero. You can run both while you switch, with EAC's event sync set to one direction so meetings are not logged twice.

Teams that left EAC name reporting, missing activity and reliability. ADVISA found EAC unreliable and unreportable. United Fintech saw three times as many activities captured after switching. Blacklane now has emails, meetings and key contacts logged on 96% of its leads, accounts and opportunities, and Lendz Financial captures virtually all relevant emails.

Weflow backfills past emails and meetings up to 24 months, processed in batches that respect Salesforce API limits. You do not start from zero on day one: reps and managers see historical activity on Accounts and Opportunities immediately. EAC backfills 180 days and up to 50,000 emails per user, and keeps activity 6 months on Standard or 24 months by default on paid licences.

No. Activity capture runs server-side in the background. Reps do not need to open Weflow or change how they use Gmail, Outlook or their calendar. The Chrome, Gmail and Outlook extensions are optional and exist for manual overrides such as re-mapping an email to a different Opportunity or unlogging a specific thread. Capture coverage does not depend on rep behavior.

Two Salesforce managed packages (the second is optional and adds email open tracking), one integration user with a dedicated permission set, and one mail app that an admin installs centrally in the Microsoft or Google admin console. There is no code deployment. Captured activities write to standard Salesforce objects: Task, Event, EmailMessage and Contact. Transcripts and summaries sit in a Weflow custom object. Every activity record Weflow created stays in your org as a native Salesforce record if you uninstall.

Yes. Weflow writes emails as Task or EmailMessage records, at the admin's choice, and meetings as Event records, in your own org. Salesforce reports, dashboards and Flows read them like any other record, and so do BI tools, data warehouses and any app that reads Salesforce, without going through Weflow. Logging email as Task lets one activity report cover emails and meetings together. EAC stores email as Salesforce records on setups since Summer '25, and Salesforce is retiring its Activity 360 Reporting, Activity Metrics and Activities Dashboard.

Yes. When a rep sends an email, Weflow creates any To or CC recipient missing from Salesforce as a Contact on the matching account, enriched with title, phone and LinkedIn at no extra charge. When it logs an email from a contact to an opportunity where that contact has no role, it adds the Opportunity Contact Role, so later emails and meetings from that person land on the deal. Admins restrict creation to existing accounts, cap contacts per meeting and exclude domains. EAC adds no contact roles, and its Contact Auto-Creation is unavailable on setups since Summer '25.

Activity & Contact Capture is $19 per user per month, billed annually, and syncs emails, meetings and contacts from Outlook or Google into Salesforce. It includes contact creation and enrichment, Opportunity Contact Roles, the Outlook Add-In and Chrome Extension, the Activity Timeline on Account, Opportunity, Contact and Lead pages, prebuilt activity insights and reports, Ask Weflow AI Pro, and Agent Builder Free with 25 agent actions a month. It is sold on its own or bundled with Conversation Intelligence at $49 per user per month.

Yes. Modules activate on the same instance with no re-implementation. Start at $19/user/month for Activity & Contact Capture, add Conversation Intelligence in the $49/user/month bundle, or move to the full platform with forecasting at $79/user/month. Conversation Intelligence and the full platform include free view-only licenses, so managers, enablement and executives can open recordings and dashboards without a paid seat.

Weflow monitors connectivity and emails your admin, and alerts your customer success manager, when the connection breaks. Weflow recommends a Salesforce API Only integration user for stable connectivity, which avoids the per-rep connection drops common with EAC. EAC cannot run through an integration user licence, so capture depends on each user's own connection.

Weflow offers configurable consent flows for call recording. If a participant opts out, their data is permanently deleted immediately, not queued for batch processing. Weflow documents zero AI data retention, and European customers can use Frankfurt hosting. EAC follows Salesforce's platform-level compliance and hosts data in the US or Frankfurt following your org. It has no recording, so consent flows for calls sit in a different Salesforce product.

Yes. If you have fewer than 10 reps, EAC has no minimum and Weflow does not. If you only need passive email visibility on Contact and Lead records, with no reporting, automation or conversation intelligence, EAC does that at no extra cost. And if there is genuinely no budget for additional tooling, EAC is already included with Sales Cloud.