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Signing up for Weflow

Updated over 5 months ago

Learn how to sign up for Weflow within seconds. Weflow is the fastest way to update Salesforce.

Signing up for Weflow is fast and simple:

Go to www.getweflow.com and click on "Book Demo"

  • Fill out the survey (it takes less than a minute)

  • Book a demo or wait for an email from us (we'll onboard you as fast as possible)

  • We'll send you a URL to sign up for Weflow.

  • On the sign-up page, click "Continue with Salesforce" and enter your credentials in the Salesforce SSO pop-up.

  • That's it! Done βœ…

Please note: You need a Salesforce Professional Edition with API enabled or an Enterprise Edition.
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What permissions do you need?

  • Weflow requires three permissions to do what it does best in Salesforce:

  • Access to your basic information, such as your email and name

  • Access to and the ability to manage your Salesforce data

  • The ability to make changes in your name

We require these permissions so you can use Weflow to update your Salesforce data in your name.

Please note: All these permissions are mandatory to make Weflow work with Salesforce. We only require the minimum possible permissions and do not ask for unnecessary access.

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