Riva vs. Einstein Activity Capture: Trust Your Activity Data
Your reports, forecasting, and customer insights depend on accurate activity data. When emails and meetings are missing or attached to the wrong records, teams lose visibility and leaders lose confidence. Riva is built for regulated industries, capturing the right data into the right Salesforce records, so activity data is reliable and ready to use.
Trusted by Fortune 500 Companies
Why Leaders in Regulated Industries Choose Riva
All the Right Data, in the Right Records
Enterprise-Level Configurability
Einstein Activity Capture (EAC) offers only global, mostly binary configurations, with limited ability to tailor sync rules for different users or teams. That makes it difficult to manage enterprise complexity, enforce data policies, and support real-world workflows. Riva lets you define sync policies by user, role, or department and fine-tune what gets captured.
Accurate Email Capture
EAC works for simple “one record per email” scenarios, but complex cases (e.g., multiple opportunity owners, CC/BCC recipients, multiple users) can create duplicates, misassigned emails, or lost context. Attachments and advanced filtering are also limited. Riva ensures only the right data is captured, preserving context, reducing clutter, and supporting governance requirements.
Robust Calendar Sync
EAC cannot reliably sync changes to individual events in recurring series and lacks support for multi-calendar or delegated calendar setups, often resulting in incomplete or inconsistent CRM data. Designed for enterprise workflows, Riva’s calendar sync captures meaningful meeting data while supporting complex scheduling needs.
Intelligent CRM Object Matching
With limited support for custom objects and parent/child hierarchies, EAC can create duplicates, mismatches, or orphaned activities—adding admin work and impacting reporting accuracy. Riva matches and creates CRM records to keep interactions linked to the right objects.
Salesforce Storage Optimization
EAC is binary in its configuration (e.g., only email metadata or header-only capture, and limited attachment support). That can force a tradeoff between losing context and planning for more storage. Riva helps organizations manage Salesforce storage efficiently by capturing only what’s necessary, without compromising context or compliance.
Customer Success Stories
What Our Clients Say
"Riva has helped us mitigate the risk of losing the trust of our valuable high net-worth clients. 35,000 of our bankers and wealth managers no longer need to waste time toggling between systems. Instead, they are able to focus on providing our clients with stellar customer experience and a very personalized customer journey at every touchpoint with our organization."
Program Manager, CRM, US Multinational Investment Bank
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"Riva is such an elegant, smart solution. The off-the-shelf connectors we tried couldn’t meet our stability, security, and scalability needs. Riva does. It unites our complex applications – without adding complexity. It saves everyone from our Salesforce admin to our advisors hundreds of hours a year."
Senior Vice President, Digital Transformation, “Signature” Insurance and Investment Firm
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"Effortless! Our advisors don’t have to change the way they work – they aren’t even aware that Riva is wrangling our client data across applications in the background. They have data they can trust in the applications they work in every day – and they no longer have to re-enter data!"
Executive Vice President and Chief Information Officer, Leading Boston-based Hedge Fund Firm
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"Like many institutions our size, we have a complex tech stack with both on-premises and cloud-based applications. We need our sync solution to easily manage our over 1.5M appointments each month, be effortlessly scalable and secure. We couldn’t afford to disrupt the way our advisors work. Riva is the only solution for us."
Senior Vice President and Chief Compliance Officer, Third largest US-based insurance company
View Success StoryQuestions? We Have Answers.
What is the best Einstein Activity Capture alternative?
What is the best Einstein Activity Capture alternative?
It depends on your requirements. If you have complex customer engagement workflows, Einstein Activity Capture will fail, resulting in duplicated or missing CRM data. Riva, with its expertise in regulated industries, delivers granular activity capture, privacy controls, comprehensive calendar sync, and configurable CRM object mapping, including custom objects. It also provides specialized technical support to help you scale and succeed with minimal admin effort and reduced technical debt.
How does Einstein Activity Capture work?
How does Einstein Activity Capture work?
Einstein Activity Capture syncs emails and calendar events from your users’ mail system into Salesforce CRM. While Salesforce’s Einstein no longer uses external storage (AWS), it can still pose risks for highly regulated industries. You’ll need to assess storage-cost implications, whether the record-matching logic is rigorous enough, and whether disposal, audit trails, and governance meet your compliance standards. Because data now lives “inside” Salesforce, the framework of controls, retention, and traceability may not yet match full enterprise-grade compliance needs. Einstein Activity Capture is included in most Salesforce licenses, so it’s most useful for basic, lightweight activity capture pilot projects. Most Einstein Activity Capture customers switch to Riva within 12 months of using it.
How does Riva Activity Capture work?
How does Riva Activity Capture work?
Riva connects mail and calendar systems to Salesforce, then applies your policies to capture only what’s relevant. It links emails, meetings, and contacts to the right records, supports conversation-level context, and respects your security and data-residency choices.
How can Einstein Activity Capture create data gaps for enterprise companies?
How can Einstein Activity Capture create data gaps for enterprise companies?
Einstein Activity Capture can struggle to meet the needs of complex organizations. Email threads are broken into individual entries, making it hard to track conversations or automate workflows accurately. Emails are tied to a single record, limiting visibility across teams. And with minimal control over what’s captured and who can access it, critical context is often lost or overshared. For regulated industries, this creates compliance challenges, reporting issues, and operational blind spots.
With Riva Activity Capture, will teams need to change how they work?
With Riva Activity Capture, will teams need to change how they work?
No. Riva runs quietly in the background. People continue to use their inbox as usual while Riva syncs the right emails, meetings, and contacts to Salesforce based on your policies.
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