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Getting started

What is Weflow?Get started in 5 minutes Successfully implement MEDDIC (or any other sales process) with Weflow Quick-Start: Forecasting Quick-Start: Pipeline Quick-Start: Filters & Views Quick-Start: Notes Quick-Start: Tasks How to sign up for Weflow?How do I delete my account?

Admin Console

General introduction to the admin console How to invite new members?How can I manage existing members?What are 'Profiles' in Weflow?What are 'Templates' good for?

Tutorials

Bulk-update the account owner Create notes from your Google Calendar Win together as a team Create and assign tasks during a pipeline review Let Weflow calculate your deal KPIs and metrics 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

Pipeline Management

General

See more fields with a detailed view in the Panel Use calculations in your pipeline views

Fields

Weflow Engagement Score

Views

Customize your Kanban boards Importing existing views from Salesforce Adjusting row height and cell width The difference between Kanban and Table views Set up custom views for your workflows Using imported views from Salesforce

Filters

Use custom filters to combine AND & OR using conditional groups

Forecasting

General

Introduction to Forecasting in Weflow Difference between Weflow & Salesforce Configuring forecasting in Weflow

Collaborative Forecasting

Overview: Collaborative Forecasting

Submissions & Roll-Up

Setting up Forecast Submissions Step-by-Step: Submitting a Forecast Call Who can submit forecast calls?The Roll-Up explained

Waterfall

Waterfall Overview Making sure that 'Waterfall' works Terminology Time ranges and historical data My data looks wrong. What do I do?

Pacing

Pacing Overview Making sure that 'Pacing' works What to do, if there is no data in the Pacing chart?My data looks wrong. What do I do?

Activity Capture

Setup

Connect your Google Workspace to Weflow Connect Microsoft 365 / Outlook to Weflow Important information if you are using Einstein Activity Capture The right settings for your email logging

How it works?

Why we built an Email Sync to Salesforce The rules and logic behind Weflow's email sync Is there a limit to how many emails Salesforce can store?Salesforce Editions, Salesforce Classic & Salesforce Lightning

Troubleshooting for Email logging

Syncing historic emails Why were my emails not synced to Salesforce?Can you sync emails to custom objects or custom fields?Approving Weflow for the Google Admin Console

Troubleshooting for Meeting logging

How are meetings logged and synced to Salesforce?

Chrome Extension

General

How to change the Weflow keyboard shortcut on Chrome How to access Salesforce from anywhere The Weflow "new tab" experience explained

Install/Uninstall

Installing the Chrome Extension Updating the Chrome Extension Uninstalling the Chrome Extension

Integrations

Create notes from your Google Calendar Create Notes, Tasks and use the Panel from within Salesforce Create new Contacts or Leads on LinkedIn with the Chrome Extension

Notepad for Sales

General

How to create notes in Weflow

Templates

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

FAQ

What Salesforce Editions are supported?How do API calls work with Weflow?How does Weflow sync data to Salesforce?I signed up for Weflow, but cannot access any Salesforce data

How to access Salesforce from anywhere

How do you launch a Weflow search from anywhere on the web?

Use the following shortcuts:

macOS: CMD + J

Windows: ALT + J

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