Get Full Control, Customisation, and Accuracy in Your CRM

With Einstein Activity Capture, key sales data lives outside Salesforce — out of sight, out of reach. Revenue Grid captures 100% of your sales data directly inside Salesforce.

Get full visibility, total control, and reporting you can trust.

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Trusted by 900,000 Salesforce users globally

Ways Revenue Grid outshines
Einstein Activity Capture

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Never Lose Captured Data

With EAC, email and activity data expire after six months by default (or up to five years if you pay). And if you stop using EAC entirely, all your captured customer data is permanently deleted — with no way to recover it. That means losing valuable sales history and customer context exactly when you need it most.

Revenue Grid keeps your data safe and accessible in Salesforce indefinitely. Plus, with our historical sync feature, you can bulk-save past activities anytime, so nothing ever gets lost, even when you migrate.

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Take Full Control Over Your Data

EAC limits how you sync data, doesn’t let you connect affiliate contacts to opportunities, and lacks granular controls for filtering what gets synchronised. It doesn’t support custom Salesforce objects — which means critical data is often misplaced or inaccessible. Most critically, because EAC stores your data in a separate AWS data store outside Salesforce, it’s not reportable via standard Salesforce reports, dashboards, or Flows, and cannot trigger workflow automations via API. EAC also only supports cloud-based email providers, leaving sales reps on on-premise Exchange servers without a path forward.

 

Revenue Grid puts you in complete control with customisable sync rules — allowlists, denylists, and more — so the right data goes exactly where it should, linked and organised perfectly for your needs. All captured activity data is stored natively in your Salesforce instance, making it available for standard reporting, dashboards, and full API access. Revenue Grid also supports on-premise Exchange servers, giving every sales team the flexibility to connect regardless of their email infrastructure.

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Deploy On Your Private Cloud

EAC stores your data on third-party clouds (AWS), which can raise serious security and compliance concerns — particularly for regulated industries where data residency, audit trails, and admin visibility over personal data are non-negotiable. EAC also has limited admin visibility for compliance, making it difficult for Salesforce admins to manage data governance at scale.

Revenue Grid lets you deploy on your private cloud, so you are in 100% control. Enjoy full encryption, Microsoft Graph Security API support, and instant admin control to exclude personal data from AI models whenever needed. Revenue Grid is SOC 2 Type 2 and ISO 27001 / ISO 27701 certified — purpose-built for complex organisations and regulated industries with the most stringent compliance requirements.

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Revenue Grid vs. Einstein Activity Capture

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Enstein-logo
Data Ownership & Control
Full control; data stays in Salesforce
Limited access; stored outside Salesforce (in AWS)
Custom Objects Sync
Syncs emails, events, and more to any custom object automatically
Doesn’t support custom object sync
Historical Sync Window
Unlimited historical sync; full data continuity in Salesforce.
Limited data retention - 6 months (default) or up to 5 years (paid).
Email Attachments
Captured and saved in Salesforce
Not supported
Private Cloud Deployment
Private cloud deployment with full encryption, Azure-hosted metadata, and advanced security controls.
Data stored in third-party clouds; limited security and deployment flexibility.
Email Auto-Cropping
Supports cropping, syncs only latest email to save storage.
Saves full email chains; no selection. No support for cropping to reduce size.
Selective Thread/Conversation Sync
Supported. Sidebar selective sync; users choose which conversations to sync or stop syncing.
Partially supported. Auto-syncs all emails; grouped by Thread ID in Activity Timeline.
Task Configuration & Sync
Full task sync with status mapping.
Flow-based automation only; requires Admin setup.
Selective Logging
User-controlled via Outlook category or Google label; accurate and selective logging.
No user-controlled logging; does not support Outlook categories or Google labels.
Salesforce Reporting
All captured data available in standard Salesforce reports, dashboards, and Flows
EAC data is stored separately and not accessible via standard Salesforce reports
API Access
Full API access; enables workflow automation, Process Builder, and integrations
EAC data is not accessible via Salesforce API; cannot trigger workflow automation
On-Premise Exchange Support
Supported; works with on-premise Microsoft Exchange servers
Not supported; cloud-based providers only
Configuration Complexity
Complex configuration
Simple Configuration
Support for Salesforce Partner Community Users
Fully supported - Partner Community users can sync emails, calendar events, and activities seamlessly
Not supported
Multiple Email Support
Supports multiple corporate + Microsoft 365 accounts per user
Doesn’t support both account types simultaneously
Security Certifications
SOC 2 Type 2, ISO 27001, ISO 27701
Limited admin visibility for compliance; no equivalent enterprise certifications

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Secure & Private — By Design & By Default

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GDPR compliance

Committed to compliance with
Europe’s General Data Protection Regulation (GDPR).

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CCPA

We collect and process Personal Information under the California Consumer Privacy Act of 2018 (CCPA)

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HIPPA Compliance

Committed to compliance with
Europe’s General Data Protection Regulation (GDPR).

SOC 2 Type 2

Independently audited to confirm our security,
availability, and confidentiality controls meet the highest enterprise standards.

ISO 27001 & ISO 27701

Certified for information security management
and privacy information management — meeting the most rigorous requirements for regulated industries worldwide.

Measured. Proven. Undeniable.

400%
More activity
in CRM
62%
Increase in
productivity
85%
Reduction in
data entry errors
80%
Less time on
scheduling & reporting

Hear it Straight From
Our Customers

AISalesAssistant_Leader_Leader
Revenue Grid allows us to work much more efficiently by capturing all our Outlook contacts, correspondence, and meetings and updating Salesforce automatically.
Andrew M.
Partnership Manager
Seamless integration with our CRM eliminated our data and pipeline management challenges. Revenue Grid lets our teams focus on building relationships with clients and closing deals.
Shiomi S.
Enterprise Accounts Manager
Remote work made it incredibly hard to help my team execute. With Revenue Signals, I can provide “hold-me-by-the-hand” guidance without being physically present or micromanaging my reps.
Gustavo B.
Senior Director Sales & Strategic Operations

Frequently Asked Questions

Einstein Activity Capture, Salesforce's built-in productivity tool, automatically syncs emails and calendar events from Gmail and Outlook and adds them to Salesforce. EAC also syncs events and contacts between these platforms. However, EAC data is stored in a separate AWS data store outside your Salesforce instance — which means it is not available in standard Salesforce reports, dashboards, or Flows, and cannot be accessed via API. EAC is best suited for smaller teams needing basic activity logging with minimal setup requirements.
While both Einstein Activity Capture and Revenue Grid capture emails, calendars, and contacts, Revenue Grid's Activity Capture 360 offers far more flexibility with custom sync settings, unlimited data retention, and private cloud deployment options. Unlike EAC — which stores data outside Salesforce and is not reportable via standard Salesforce tools — Revenue Grid stores all captured activity data natively inside your Salesforce instance, making it fully available for reports, dashboards, Flows, and API-triggered automations. Revenue Grid is a customisable, specialised platform designed for complex enterprise needs, regulated industries, and organisations that depend on accurate Salesforce data for revenue forecasting and pipeline management. This ensures more control over your data, without the limitations or data storage caps of Einstein Activity Capture.
Revenue Grid provides unlimited data retention, meaning your emails, meetings, and activity history are always accessible inside Salesforce. In contrast, Einstein Activity Capture limits data storage to 6 months by default (or up to 24 months for Enterprise Edition), which could lead to lost visibility over long-term opportunities. Additionally, EAC requires additional licensing for its analytics dashboard — whereas with Revenue Grid, all captured data is available in your existing Salesforce reports and dashboards with no extra cost.
If you stop using EAC, all captured activity data is permanently deleted and cannot be recovered. Revenue Grid prevents this entirely by storing everything as native Salesforce records — your data remains safe and accessible inside your Salesforce instance, regardless of which tools you use in the future.
No. Because EAC stores captured data in a separate AWS data store outside Salesforce, it is not accessible via standard Salesforce reports, dashboards, Process Builder, or Flows. To access analytics on EAC data, you need additional licensing for Einstein Analytics, which adds to your total cost. Revenue Grid stores all captured activity data directly inside Salesforce, so your sales reps, Salesforce admins, and leadership can build reports on 100% of captured data — using the tools they already know — without additional licensing.

Capture data on your terms
with Revenue Grid

Leave the sales guessing game behind and help your team win more.

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