How does Weflow sync data to Salesforce?

You can sync different types of information between the Weflow user interface and your Salesforce account. Most notably, these are:

Forecasting
Field updates
Notes
Tasks
Activities (such as emails, calls, meetings)

How does the syncing between Weflow and Salesforce work in general?

Weflow never stores your Salesforce data. We stream it via the official Salesforce API and make it accessible via our fast and intuitive user interface.

When you update a Salesforce record via Weflow, i.e., you update the stage of an opportunity in your sales pipeline from Prospecting to Discovery, that change happens instantly.

Updating Fields

All Salesforce fields can be updated via Weflow. You don't need to sign in to Salesforce to do so. You can review changes to fields for up to 100 days.

Notes

When writing a note, that note is only synced to Salesforce when you link it to a record. Notes and their attachments can always be accessed in Weflow, even if there is no sync to your Salesforce account. However, only if you link a note, be sure others in your organization can access it, too.

If you add an attachment to a note, then Weflow will store a URL to that attachment in Salesforce. If you format your note, Weflow will keep that note in your Salesforce account with a markdown.

Tasks

When creating a new task, that task is automatically assigned to you and synced to Salesforce. You can also link to a record; however, it is not mandatory to sync it to Salesforce.

Activities

Weflow logs activities, such as meetings, whenever you connect a linked note to a meeting.