Choosing Between Tasks and EmailMessage for Email Activity Capture
When setting up the Weflow Admin Console integration with Salesforce, you can decide whether emails logged from Weflow should be stored as Tasks or as EmailMessage records. Both options are supported, but they differ in behavior, storage, and reporting.
Tasks
Represent a general logged activity in Salesforce (part of the standard Activity object model).
Support WhoId (Contact/Lead) and WhatId (Account, Opportunity, etc.) lookups out of the box.
Fully compatible with standard reporting, workflows, and automations.
Lightweight — Tasks are significantly smaller in storage size compared to EmailMessage records.
Easier to include in pipeline or activity-based reports.
Tip: When Weflow logs emails as Tasks, they are stored with the Type = "Email" value. This allows you to easily filter or segment these records in reports and dashboards from other Task types (like calls, meetings, or follow-ups).
Limitations of storing Emails to the Task Object:
Tasks do not include native fields such as From, To, Cc, or Bcc — meaning sender/recipient information is not stored or reportable.
You also lose access to native threading, reply tracking, and detailed email metadata that EmailMessage provides.
Email attachments can be logged, but without full email context or threading.
Use this option if you prefer simplicity, performance, and standard reporting — especially when detailed email content is not critical.
EmailMessage
A dedicated Salesforce object for representing actual email records.
Includes native fields for subject, body, attachments, sender/recipient details, and threading (via Message-ID).
Uses ParentId and EmailMessageRelation for record association, which can add complexity compared to Task’s Who/What structure.
Better suited if you need full email fidelity (body, metadata, attachments, threading).
Reporting typically requires joining with related objects for complete visibility.
Unlike Tasks, EmailMessage records store complete email data — including sender/recipient addresses, CC/BCC, and threading. This makes them ideal for organizations needing auditability, compliance, or relationship analytics (like reply rate or email velocity).
However, they consume more Salesforce storage and can make reporting setups more complex, since you may need to join multiple related objects (e.g. EmailMessageRelation).
Which Option Should You Choose?
Choose Tasks if your main goal is lightweight activity logging, reporting simplicity, and easier automation.
Choose EmailMessage if you need accurate capture of email content, attachments, or threading information for compliance or context.
Both options will ensure your team’s email activity is captured and visible in Salesforce. The right choice depends on whether you prioritize simplicity and reporting (Tasks) or full email fidelity (EmailMessage). If you’re unsure, consider starting with EmailMessage to benefit from full email fidelity and switch to Tasks later for scalability or simpler reporting.
Weflow supports both configurations, and your Salesforce admin can update the logging object in the Weflow Admin Console at any time.