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New to Weflow
Welcome to Weflow
Introductions
Technical Overview
Using Weflow
Common Use Cases
Bulk-update the account ownerCreate notes from your Google CalendarWin together as a teamCreate and assign tasks during a pipeline reviewSuccessfully implement MEDDIC (or any other sales process) with WeflowLet Weflow calculate your deal KPIs and metricsFaster updates on detail pages in SalesforceSee all Opportunities with no next stepsKeep track of high-value dealsPush new fields and sales methodologies to your Weflow usersImprove ramp time for new hiresShare pipeline views with your colleagues and teamAuto-sync your notes to Salesforce from Weflow
Compliance & Security

Faster updates on detail pages in Salesforce

While we recommend always using our Weflow web app, we understand that sometimes, there is no way around using Salesforce.com directly. But even then, Weflow has got you covered. 

1-minute tutorial video

Step-by-step guide

1. Install the Weflow Chrome Extension

  • Make sure to have the Weflow Chrome Extension installed
  • You can always get the latest version here

2. Open the detail page of a record

  • Go to your Salesforce Lightning record page
  • Click on the "Open in Weflow" button

3. Or add tasks or notes 

  • Alternatively, you can also add tasks or create notes directly via the buttons (see above)
  • Alternatively, you can also use the panel (click "Open in Weflow") and use the quick actions to add a task or create a note

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