Automatically capture emails, meetings, contacts, and more in Salesforce.

Weflow's Activity Capture FAQs

How is Weflow different from Einstein Activity Capture, which keeps activity data out of native Salesforce objects?

Weflow permanently stores your activities in native Salesforce objects like EmailMessage, Task, Event, and Contact, meaning you keep your data forever. Because the data lives natively in your CRM, it fully supports your existing Salesforce reports, dashboards, and automations. As one Senior Sales Operations Manager noted, they switched to Weflow to capture all relevant activities after facing several problems with Einstein Activity Capture.

If we stop using Weflow, do we keep our captured activity data in Salesforce?

You stay in full control and keep your data forever because Weflow permanently stores activity data in native Salesforce objects rather than a proprietary data store. Our managed Salesforce package also lets you create a custom activity tracking object to maintain full control over your historic data.

Does Weflow meet our security and GDPR requirements for a regulated business?

Weflow maintains enterprise-grade security with SOC 2 Type II, GDPR, CCPA, and HIPAA compliance, alongside regular penetration testing. We enforce zero AI data retention, meaning we never use your customer data to train AI models. You also manage central permissions via Entra ID or Google Workspace while Weflow respects your existing Salesforce validations, dependencies, and permissions.

How do you ensure rep adoption so we don't just add another source of bad data?

Weflow combines automatic activity logging with optional manual user controls so data capture does not depend entirely on your reps. You can centrally provision the app to reduce change management across your sales team. When reps do need to intervene, the Gmail Extension and Outlook Add-In let them see and adjust suggested mappings to improve accuracy over time.

Can Weflow sync our historical emails and meetings, not just new activity going forward?

Weflow syncs up to 24 months of your historic emails and meetings to give you a complete view of past pipeline activity. The platform automatically maps these past activities to the right Salesforce accounts, opportunities, leads, and contacts. It even identifies contacts that do not exist in Salesforce, creates them automatically, and sets Opportunity Contact Roles based on that historical email activity.

How long does it take to get Weflow up and running across our team?

You can get started in minutes through a simple three-step setup: sign up with Salesforce SSO to install the managed package, connect your email workspace, and configure your logging rules. From there, the admin console lets you dynamically enroll users from Salesforce and assign multiple configurations to different teams with one click. If you want to validate the setup before committing, we run a guided free pilot with your team rather than a self-serve free trial.

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