Troubleshooting

I don't see any data. What can I do?

• By default, Weflow will try to sync as much historical data as possible for the past 12 months from your Salesforce CRM
• However, in some cases, there might not be any data available due to the use of custom fields and/or no usage of field history tracking
• In that case, kindly reach out to our support team to discuss possible options, such as an import from third-party data
   

How can I import more than 12 months of historical data?

• As long as you have the data somewhere, we can try and import it into Weflow
• If it is within Salesforce and field history tracking has been active for the entire time, then we can also retrieve it from there
• If the data is in a different tool, then it may need to be adjusted and formatted first - this is a custom effort and can be very time-consuming
• Kindly reach out to us to discuss possible options in that case
   

My data looks wrong generally. What do I do?

If the data in Weflow's analytics and charts looks wrong, please do not hesitate to contact us via our Slack support channels or support@getweflow.com.
 

We had a wrong value in the amount field, and now all our charts look broken. What do I do?

This can quickly be fixed. Follow these steps to clean up broken charts that were created due to incorrect amount values being added to the Opportunity history:

1. Contact us with the record ID(s)
2. We will manually remove the wrong values from our databases
3. Delete the wrong record(s) from your Salesforce instance
4. Re-create the wrong record(s) with the correct values

The records must be deleted and re-created because the wrong amount will be stored within the Opportunity history. As such, they will return if Weflow needs to re-process your data, e.g., because of changes to the fields you used or new analytics and charts we may provide.