Steps to complete
To make full use of Weflow's capacity, you need to complete these three steps:
Install the Managed Salesforce Package(s) (include the second "Tracking" package if you want to track open rates for emails).
Connect an Integration User.
Install the Microsoft Outlook Add-In or the Google Workspace App.
Step 1: Install the Salesforce managed package
What are the two Salesforce packages?
Weflow has two managed Salesforce packages:
1) The purpose of the "Weflow Managed Salesforce Package":
Reduce API calls via Webhooks
Add necessary custom objects for activity capture and conversation intelligence
2) The purpose of the "Weflow Tracking Managed Package":
Add two custom fields to the email message / task object.
Last Open Date
Total Open Count
These two fields are used to store the number of email opens and the last open date of an email directly on the email message or task record.
To install the package, simply click on install, select "Install for All Users" in the popup that shows and wait until the package is installed (Max 5 minutes). We recommend installing for all users as you won't have to change this everytime you add a user to Weflow. You are still able to control who actually gets access to Weflow within the Activity Capture and/or Conversation Intelligence setup.
Step 2: Connect the Integration User
Best practice here is to create one integration user per integration, meaning the integration between Weflow and your Salesforce instance should ideally have its own integration user. Here's a Salesforce article on how to create an integration user. If you need more information on the integration user configuration and required permissions, take a look at this help article.
Log in with the Integration User
On the new pop-up, enter the credentials of the integration user
A new screen will appear, and API permissions will be asked for.
Click on ‘Allow’ to complete this step.
Verify Integration User permissions
Weflow will show whether the integration user has all the necessary permissions to function as expected.
If all permissions are marked with green font, you can continue with step 3.
If not, please review the Integration User Configuration.
Step 3: Install the Microsoft Entra ID App or the Google Workspace App.
Install the Google Workspace or Microsoft Entra ID App. You can click the link directly from "Setup" within the Weflow Admin Console.
You are forwarded to the Google Admin console.
Sign in with your admin credentials or share the link with an admin.
On the new page, click on the ‘Install App’ button.
In the next step, you will be asked to give Weflow the necessary permissions.
We suggest installing the app for all users to ensure simple user management (especially if Google Workspace and Salesforce are managed by separate teams.
Alternatively, you can create an organisational unit in which users need to be added/removed before activity capture can be enabled for them.
Once the app has been installed, go back to Weflow and click the ‘Next’ button.
Microsoft
Click on ‘Accept’
The app is now installed for the entire workspace.
Now your Weflow, Salesforce and Google or Microsoft Accounts are connected and you're ready to setup Activity Capture and/or Conversation Intelligence.
How it should look (access to profiles is not needed for most setups):
