Steps to complete
To make full use of Weflow's capacity, you need to complete these three steps:
Always:
Install the Managed Salesforce Package(s) (include the second "Tracking" package if you want to track open rates for emails).
Connect an Integration User.
For Activity Capture / Conversation Intelligence:
Install the Google Workspace or Microsoft Entra ID App
How it should look (access to profiles is not needed for most setups):
What are the two packages?
Weflow has two managed Salesforce packages:
1) The purpose of the "Weflow Managed Salesforce Package":
Reduce API calls via Webhooks
Add necessary custom objects for activity capture and conversation intelligence
2) The purpose of the "Weflow Tracking Managed Package":
Add two custom fields to the email message / task object.
Last Open Date
Total Open Count
These two fields are used to store the number of email opens and the last open date of an email directly on the email message or task record.