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Difference between Weflow & Salesforce

Updated over a week ago

Forecasting in Weflow vs. Forecasting in Salesforce

  • Forecasting Weflow works completely independently from forecasting in Salesforce

  • If you are already using forecasting in Salesforce, you will need to set up forecasting in Weflow again

  • However, there are several good reasons to do that:

    • Weflow lets you forecast on any custom and standard field

    • Weflow stores your field changes automatically without having to enable field history tracking

    • Weflow even stores formula fields such as 'Gross Margin'

    • Weflow creates a variety of reports (Waterfall, Pacing, Deal Flow (coming soon)) automatically for you

    • Weflow gives you a powerful way to do deal inspection with combined in-line editing for all field types

    • Weflow forecasting works with multiple currencies

As you can see, there are many good reasons not to use Salesforce forecasting and instead rely on a more flexible solution like Weflow that fits the needs of your business.

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