Help Center
Changelog
Go back to application
Help Center
Changelog
Go back to application
New to Weflow
Welcome to Weflow
Introductions
Technical Overview
Using Weflow
Admin Console
Activity Capture
Outlook Add-InWeflow vs. Einstein Activity CaptureImportant information if you are using Einstein Activity CaptureSyncing historic emailsThe rules and logic behind Weflow's logging algorithmWhy 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 365Public 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 (Beta)
Pipeline Management
Pipeline Analytics
Sales Forecasting
Chrome Extension
Outlook Add-In
Notepad for Sales
Task Management
Common Use Cases
Compliance & Security

Outlook Add-In

  • With the Outlook Add-in you can manually adjust the logging behavior of Weflow's activity algorithm.
  • Search for records, change the Opportunity, set required fields on the event object.
  • The Outlook Add-in should be provisioned by a Microsoft 365 admin and then be pinned to Outlook.

You can find the add-in here: https://appsource.microsoft.com/en-us/product/office/WA200007782?tab=Overview

Was this article helpful?

Powered by Product Fruits