Free Salesforce Activity Capture Cheat Sheet
This free Salesforce Activity Capture Cheat Sheet covers:
- Why Activity Capture Matters
- How Salesforce handles activities
- Einstein Activity Capture Pros & Cons
- Incl. free Activity Capture checklist
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"With Weflow, we’re now capturing all relevant activities and have full transparency into the performance of each sales rep. It’s a game changer."
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"Weflow gives us better visibility and predictability of our business."
"Weflow eliminated the need for our VP to ask, ‘Did you follow up with that deal?’. It tracks customer interactions automatically, creating a framework that drives accountability across the team."
"None of the other tools gave us a solution like Weflow. From the beginning, we had a really smooth process."
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"I had a first introductory call with Weflow. I think I was sold after 15 minutes. There’s no question that the people at Weflow understood the problems that we were trying to solve."
"I’ve worked with Gong before, but Weflow’s simplicity and real-time sync are game-changing."
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"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates and pipeline health."
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What's Inside
Why activity capture matters
- How activity data tracks seller productivity, customer history, account health, and process efficiency
- The leading indicators that double, triple, or 5x your closed-won probability
- Why automatic logging captures 98%+ of activities and manual logging captures under 28%
How Salesforce handles activity capture
- The two native solutions: Einstein Activity Capture vs the Gmail/Outlook integration
- Which Salesforce objects to use (Task, Enhanced Email/EmailMessage, Event) and which to avoid
- Honest pros and cons of EAC, including why records aren't stored in core Salesforce
How to evaluate third-party solutions
- The full vendor evaluation checklist across setup, functionality, integration, and support
- Simple vs advanced logging logic and how to choose what fits your CRM model
- What an EAC alternative should do: native object writeback, historic backfill, manual controls
Philipp Stelzer
Philipp Stelzer is the co-founder and CPO of Weflow, the modular Revenue AI Orchestration platform. He co-hosts the RevOps Lab podcast alongside Janis Zech, bringing the product and systems lens to conversations with RevOps leaders and sales operators. At Weflow, Philipp leads product and spends his time close to how revenue teams actually work day-to-day — activity capture, deal inspection, forecasting workflows, and the operational details that make or break a RevOps motion. On the podcast and blog, he digs into the mechanics: the workflows, tools, and process design behind teams that hit their number.
Go Deeper
Salesforce Activity Capture: How to Automate Email and Meeting Logging
#71 Salesforce Activity Capture Masterclass
Free Salesforce Data Hygiene Cheat Sheet
Frequently asked questions
What is Salesforce activity capture?
Activity capture is the process of automatically logging customer and employee emails and meetings into Salesforce, then syncing them to the right records (Contact, Account, Opportunity, Lead). It can be done manually, but manual logging captures fewer than 28% of activities, which leaves big gaps in pipeline visibility, reporting, and forecasting.
Why is manual activity logging unreliable?
Reps forget, skip steps, or log inconsistently under quota pressure. The result is incomplete records that break activity-based reporting and force RevOps to rebuild deal history by hand. Automatic logging captures over 98% of activities in the background while still giving reps controls when they need them.
What are the limitations of Einstein Activity Capture?
EAC stores activities on Hyperforce servers instead of core Salesforce objects, so the data isn't queryable through standard reports, Flows, or SOQL. It also limits automation, can't migrate data out, doesn't support aliases, and makes opportunity-level logging difficult. It works for basic activity sync, but not for teams that need reporting, automation, or long-term data ownership.
Should I use the Task object or the EmailMessage object?
We recommend the Enhanced Email Object (EmailMessage). It stores the full HTML email with FROM, TO, CC context, supports custom fields and workflows, and quietly creates a Task in the background for activity timelines. Custom email objects are best avoided because they break compatibility with EAC and most third-party vendors.
What should I check when evaluating an activity capture vendor?
Run a real pilot in your environment, make them explain the logging logic in detail, and confirm they write to standard Salesforce objects (Task, EmailMessage, Event). The full checklist in the cheat sheet covers setup, functionality, integration, business and support, and performance and scalability questions to ask.
Can I combine automatic logging with manual controls?
Yes, and you should. The best setup logs activities automatically in the background for completeness, while giving reps granular controls in Gmail or Outlook to exclude specific emails, domains, or contacts. That gets you reliable data without sacrificing flexibility or privacy.