Teams

Overview

Teams allow you to assign specific workflows and templates to different groups of users. First, you create a 'Team'. Then, you assign users to said 'Team'. By doing so, you can group the different job roles at your company within Weflow.

Use Cases for Teams

Below, you can find a quick overview of use cases for 'Teams' in Weflow:

Owner Filter

• Non-hidden teams are displayed as part of the owner filter.
• End-users can use teams to quickly select a group of users e.g. to a filter a view.

Templates

• Admins can use both hidden and non-hidden teams to assign templates (e.g. notes, pipeline views, forecasts, ...).

Configurations

• You can use hidden and non-hidden teams to assign users dynamically to e.g. Activity Capture.
• That way, you don't need to constantly go back to Weflow's admin console and remove / assign parting or new users in your Salesforce organization to Weflow's activity capture.

Creating and managing Teams

Click here to access the 'Teams' section in the admin console.

Step 1: Click 'Add new Team'

Step 2: Select a team type

• Manual selection: Admins need to manually add/remove users.
• Dynamic Selection: Admins can use conditions based off user fields (as well as from profiles and roles) to automatically assign users to teams.
• Checkbox (Hidden): Make team invisible in e.g. 'Owner' filter, meaning end-users cannot select this team to filter their pipeline views.

Step 3: Enter a name & assign a manager

• We recommend using names based on job roles such as 'Account Executive' or 'RevOps'.
• However, you can choose any name you want.
• Manager-assignment is relevant if you want to create a hierarchy in Weflow (outside of your Salesforce hierarchy). This feature is coming soon (Q3 2025).

Step 4: Assign templates or configurations

• Admins can now assign templates or use teams for configurations.
• Users can select non-hidden teams to filter pipeline views.