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New to Weflow

Welcome to Weflow

Welcome to Weflow What does Weflow do?Who uses Weflow?

Introductions

Get started in 5 minutes Introduction: Admin Console Introduction: Pipeline Management Introduction: Pipeline Analytics Introduction: Sales Forecasting Introduction: Chrome Extension Introduction: Outlook Add-In Introduction: Account Settings Introduction: Notes Introduction: Tasks

Technical Overview

Signing up for Weflow Supported Salesforce Editions Bi-Directional Sync to Salesforce API Calls & API Usage Deleting an account Missing data User Permissions

Using Weflow

Admin Console

Introduction to the admin console System Overview Users Profiles Insights Warning Signals Products Templates Forecasting Notes Quotas Activity Capture Conversation Intelligence AI (Conversation Intelligence)Consent (Conversation Intelligence)

Activity Capture

The rules and logic behind Weflow's logging algorithm Weflow vs. Einstein Activity Capture Important information if you are using Einstein Activity Capture Outlook Add-In Syncing historic emails Why were my meetings/emails not synced to Salesforce?Can you sync meetings/emails to custom objects or custom fields?Entra ID application Permissions for Microsoft 365 Public email domains you may want to exclude from activity logging (best practice)Is there a limit to how many emails Salesforce can store?Conversational Intelligence Open Tracking Multi-Linking of Contacts to Events

Conversation Intelligence

Overview Technical Setup Language Detection Summary Templates Auto-Updates for Fields Coaching Follow-Up Emails Requirements Microsoft Teams Google Meet Zoom

Pipeline Management

Weflow Engagement Score Customize your Kanban boards Use custom filters to combine AND & OR using conditional groups See more fields with a detailed view in the Panel Use calculations in your pipeline views Importing existing views from Salesforce Adjusting row height and cell width Setting up and configuring Warning Signals The difference between Kanban and Table views Warning Signals Set up custom views for your workflows Using imported views from Salesforce

Pipeline Analytics

Waterfall Making sure that 'Waterfall' works Time ranges and historical data

Sales Forecasting

Forecasting Overview Difference between Weflow & Salesforce Collaborative Forecasting Pacing Roll-Up Roll-Up: Submitting a Forecast Call Roll-Up: Who can submit/edit forecast calls?Quota Troubleshooting

Chrome Extension

Installing the Chrome Extension Create notes from your Google Calendar How to change the Weflow keyboard shortcut on Chrome Updating the Chrome Extension Create Notes, Tasks and use the Panel from within Salesforce How to access Salesforce from anywhere The Weflow "new tab" experience explained Uninstalling the Chrome Extension Create new Contacts or Leads on LinkedIn with the Chrome Extension

Outlook Add-In

How to install the Outlook add-in

Notepad for Sales

How to create notes in Weflow Creating and using note templates

Task Management

Weflow's task manager for sales people explained in 90 seconds Log tasks in Salesforce while taking notes

Common Use Cases

Bulk-update the account owner Create notes from your Google Calendar Win together as a team Create and assign tasks during a pipeline review Successfully implement MEDDIC (or any other sales process) with Weflow Let Weflow calculate your deal KPIs and metrics Faster updates on detail pages in Salesforce See all Opportunities with no next steps Keep track of high-value deals Push new fields and sales methodologies to your Weflow users Improve ramp time for new hires Share pipeline views with your colleagues and team Auto-sync your notes to Salesforce from Weflow

Compliance & Security

Trust Center Security & Compliance Certificates

Consent (Conversation Intelligence)

Weflow can manage consent and store logs about given consent.

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