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Setup / System Overview

Start here with your Weflow journey.

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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.

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