Improving Activity Capture in Salesforce for Global Teams

·May 01, 2025 09:12 AM·

Hi all, We are struggling with accurate activity capture as our org grows with a global Sales/SDR and CS team in Salesforce. We have Einstein Activity Capture on but both the capture and ability to report on this data is not working for us. We want accurate capture of all meetings/emails/calls from our Gsuite o the correct contact/account. Any feedback on good set up/software/threads would be really appreciated - thanks!

7 comments

· Sorted by Oldest

Samanyu K.
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Nektar solves for this exact usecase. Think of it like EAC on steroids w/o the gaps :) Sent you a DM
Pat H.
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Do you think the issue is a tech stack gap or a resource issue (not enough hands to build out the right tracking systems)?
Heather B.
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Is any activity being captured in the current configuration? Or is it only certain data not coming through?
Ryan C.
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Emails are all being captured however the structure of the data from EAC leaves a lot to be desired and we regularly have issues with routing to the correct records. The other issue is capturing meetings from Google Calendar, this is an important data point for us that currently requires manual admin from the reps to be accurate
👍1
Hemant P.
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Hi Ryan C., For more control and visibility, many teams switch to tools like Revenue Grid, Groove, or Salesloft, which offer deeper Salesforce integration and customizable reporting. It’s important to ensure contacts are properly linked to accounts and synced with GSuite to avoid data misattribution. (For GSuite, tools like Cloudingo or Weflow can help with accurate sync and deduplication.). Make sure you’re tracking against the right object relationships (e.g., ensuring activities are linked to both Contacts and Accounts correctly). For reporting, you may need to use custom objects or middleware (like Tray.io or Workato) if native reporting on activity logs isn’t cutting it. Also, a strong RevOps framework should also include regular audits of activity mapping and user adoption. If you're looking for solutions or need any help, kindly let me know. Thanks.
Sumit V.
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Hi Ryan C. we have faced similar challenges as our team scaled. I recommend integrating Calendly for demo and meeting scheduling for our SDR and Sales teams, its native Salesforce integration ensures meetings are automatically linked to the correct Leads or Contacts. It’s been a game changer for us. For the CS team, while I'm not sure if Einstein Activity is set up correctly on your end, it works well in our case alongside Email-to-Case, providing solid visibility into customer interactions.
Josh W.
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Ryan C. EAC has a lot of limitations. A big one is how/where the data is tracked. EAC essentially tracks activity, then provides a view into that activity via SFDC. The actual data isn’t stored in SFDC (it’s on AWS) so you can’t report on it the same way you would with other activity records. Most orgs track activity via their SEP (ex. Outreach, Salesloft, etc), revenue intelligence platform (ex. Clari, etc) or conversational intelligence platform (ex. Gong, etc). You could also use a tool that just handles activity tracking, but you’re probably already paying for something that can track activity for you anyway. A big consideration is to think about who you really need to track activity for (now and in the future) and choose a tool that not just meets your needs but also want incur significant costs down the road. For example, if CSMs don’t use your SEP but you want to use that for activity tracking, consider the $125+/mo/user cost of adding CSMs to that system just to track activity (now and in the future). You want to make sure whatever you’re using has a server-side sync (most do these days but check anyway). If you have complex tracking needs re to meetings, you may want to consider using a dedicated tool for that.

Samanyu K.
·
·
Nektar solves for this exact usecase. Think of it like EAC on steroids w/o the gaps :) Sent you a DM
Pat H.
·
·
Do you think the issue is a tech stack gap or a resource issue (not enough hands to build out the right tracking systems)?
Heather B.
·
·
Is any activity being captured in the current configuration? Or is it only certain data not coming through?
Ryan C.
·
·
Emails are all being captured however the structure of the data from EAC leaves a lot to be desired and we regularly have issues with routing to the correct records. The other issue is capturing meetings from Google Calendar, this is an important data point for us that currently requires manual admin from the reps to be accurate
👍1
Hemant P.
·
·
Hi Ryan C., For more control and visibility, many teams switch to tools like Revenue Grid, Groove, or Salesloft, which offer deeper Salesforce integration and customizable reporting. It’s important to ensure contacts are properly linked to accounts and synced with GSuite to avoid data misattribution. (For GSuite, tools like Cloudingo or Weflow can help with accurate sync and deduplication.). Make sure you’re tracking against the right object relationships (e.g., ensuring activities are linked to both Contacts and Accounts correctly). For reporting, you may need to use custom objects or middleware (like Tray.io or Workato) if native reporting on activity logs isn’t cutting it. Also, a strong RevOps framework should also include regular audits of activity mapping and user adoption. If you're looking for solutions or need any help, kindly let me know. Thanks.
Sumit V.
·
·
Hi Ryan C. we have faced similar challenges as our team scaled. I recommend integrating Calendly for demo and meeting scheduling for our SDR and Sales teams, its native Salesforce integration ensures meetings are automatically linked to the correct Leads or Contacts. It’s been a game changer for us. For the CS team, while I'm not sure if Einstein Activity is set up correctly on your end, it works well in our case alongside Email-to-Case, providing solid visibility into customer interactions.
Josh W.
·
·
Ryan C. EAC has a lot of limitations. A big one is how/where the data is tracked. EAC essentially tracks activity, then provides a view into that activity via SFDC. The actual data isn’t stored in SFDC (it’s on AWS) so you can’t report on it the same way you would with other activity records. Most orgs track activity via their SEP (ex. Outreach, Salesloft, etc), revenue intelligence platform (ex. Clari, etc) or conversational intelligence platform (ex. Gong, etc). You could also use a tool that just handles activity tracking, but you’re probably already paying for something that can track activity for you anyway. A big consideration is to think about who you really need to track activity for (now and in the future) and choose a tool that not just meets your needs but also want incur significant costs down the road. For example, if CSMs don’t use your SEP but you want to use that for activity tracking, consider the $125+/mo/user cost of adding CSMs to that system just to track activity (now and in the future). You want to make sure whatever you’re using has a server-side sync (most do these days but check anyway). If you have complex tracking needs re to meetings, you may want to consider using a dedicated tool for that.

Improving Activity Capture in Salesforce for Global Teams | RevGenius