Introduction: Chrome Extension
Weflow's Chrome Extension serves multiple purposes: manually logging emails and meetings, looking up and updating records from anywhere on the web, quick access to Weflow's pipeline management, quickly creating new records in Salesforce from scratch and many more.
What the Weflow Chrome Extension can do for you and your team:
- Manually log emails and meetings from Gmail/Google Calendar to Salesforce.
- Create new records from scratch from anywhere on the web.
- Look up and update records from anywhere on the web.
- Log tasks, meetings, calls, and more from anywhere on the web.
- Quickly look up contacts or accounts from LinkedIn profiles.
- Use Weflow's sidebar inside of Salesforce.
Overview of Pipeline Management
Install the Weflow Chrome Extension from the official Chrome Extension store:
Updating Records Views
On macOS use CMD + J and on Windows use ALT + J to trigger the search modal. Once the modal is open, search for the record or name you're looking for. Select the record and update the values in the sidebar on the right side of the screen.
Sidebar
The Chrome Extension sidebar is fully shared with the sidebar in Weflow's web app. Field templates, and other settings are shared across the two. When you make a change via the sidebar it will be reflected in the web app as well as in Salesforce itself.
Logging tasks, meetings and activities
On the bottom right of the sidebar, you can find options to create new tasks, meetings and log other forms of activities such as calls, emails or custom actions.
Log Emails
When activity capture is active, the Chrome Extension gives users additional controls over their email and meeting logging. Users can choose different records to log to, or alternatively disable email logging for a specific email thread or an individual email.