Case Setup
If your team manages customer support, service requests, or ticket-based workflows in Salesforce, enabling Case logging in Weflow ensures that emails and meetings are correctly associated with the right Case.
Enable the Case Object
Start by turning on the Case Object under Object Management. This allows Weflow to log activity directly to Cases instead of Opportunities or Accounts when a match is found.
Choose a Case Display Field
Select the field you want Weflow to display as the Case name inside the Chrome Extension and Add-in.
Common choices include Case Number (default), Subject, or a custom external reference ID.
This helps users quickly identify the correct Case when reviewing or selecting where to log activity.
Use Subject Pattern Matching (Optional)
If customers or internal teams reference Case IDs in email subjects or meeting titles, you can create pattern-matching rules to automatically detect the Case.
For example, if subjects contain values like CASE-10234 or an externally generated ticket ID, Weflow can scan for a regex pattern and match it to a specific Case field.
This improves accuracy and reduces the need for manual selection.
How to Create a Matching Pattern
To match a Case ID inside an email subject or calendar event title, use a regex pattern with a capture group. The capture group tells Weflow which part of the text represents the actual Case identifier.
For example:
([A-Z]{2}\d{7})matches IDs like DK7778855Case[:\s]*(\d+)matches subjects like Case: 12345
Weflow will use the extracted value to match it against a Case field in Salesforce.
You can also test your pattern in the Test your pattern section
Good to know
Cases take priority over Opportunities: if Weflow finds a valid Case match, the activity will be saved to the Case.
You can add multiple matching rules to support different Case ID formats or ticketing systems.
Custom Case fields can also be selected or scanned if your Salesforce setup uses unique identifiers.