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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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