Due to its limited customization options, Einstein Activity Capture poses challenges for companies with specific synchronization needs. It can’t link affiliate contacts to opportunities and doesn’t support custom objects. Consequently, emails sent from a custom object are logged solely on the associated contact’s activity timeline.
Revenue Grid provides unmatched flexibility empowering you to fully control the synchronization of captured data through allowlists, denylists, and custom rules. This allows for a customized synchronization process that perfectly aligns with your requirements.
Emails, calendar events, and anything else can be synced to your custom objects in Salesforce.
Automatic sync to custom objects isn’t supported.
The Salesforce reports you already use will continue working as usual.
Captured data becomes accessible in Salesforce reports through the Unified Reporting feature, which is in beta now.
Activities are available in the Salesforce API for full support workflow triggers, automation, and Apex process-builder.
Activities are unavailable in the API, and you’re unable to trigger workflows.
Email attachments are captured and saved in Salesforce however you need.
Attachments are not captured or saved to Salesforce.
Premium support (24/7 automated monitoring, warning alerts, reviews, and diagnostics by engineers) is included in the subscription.
Standard licenses don’t include premium support, incurring an additional cost of 30% of the net license fee.
Revenue Grid offers full synchronous support of different corporate and Microsoft 365 emails per user.
Einstein Activity Capture can’t support different corporate and Microsoft 365 emails per user at the same time.
Captured data is reportable in Salesforce
Always accessible data in Salesforce
Flexible and customizable sync options
On-prem or private cloud deployment
Data is stored in third-party databases