We'd like to use Einstein Oppty Insights but have found that duplicate activities get created with EAC when people are cc'd on emails, etc. So, we turned EAC off and just use Salesloft to create activities. etc. Question is, can we use EOI with activities created by salesloft?
Hello Tara,
Yes, you should be able to use Einstein Opportunity Insights even with EAC turned off, provided Salesloft is creating activities directly in Salesforce and not storing them externally. EOI is mainly looking at engagement/activity signals around opportunities (emails, calls, meetings, tasks, etc.), so it generally cares more about the activity records existing and being correctly related to Opportunities, Contacts, or Leads rather than who created them. I’d just double-check how Salesloft is writing the data — if it’s creating standard Salesforce Tasks/Events with proper associations, you should be fine. The main risk is if some engagement data lives only inside Salesloft or custom objects, since Einstein may not pick those up. Hope this helps!
