Before you start
You need Salesforce admin rights. The upgrade takes a few minutes and does not affect your existing Weflow data or activity capture.
Step 1: Migrate or install the package
Open the package section in your Weflow account.
If you already have the Advanced Tracking package installed, you will see a Migrate button.
If you have never installed it, you will see an Install button.
Both do the same thing. Click the button and follow the Salesforce installation prompts.
Important: choose Install for All Users. Every user needs access to the new fields and objects that come with the package. Installing for admins only will leave your team without access to the timeline and analytics data.
Step 2: Add the Weflow Activity Timeline to your pages
The timeline is a Lightning component, so you place it wherever it makes sense for your team.
Open any Account, Opportunity, Contact or Lead record.
Click the gear icon and select Edit Page.
In the component list on the left, scroll down to the custom components and find Weflow Activity Timeline.
Drag it onto the page, position it where you want, then save and activate.
The timeline shows next meeting, last meeting and last email at a glance, a trend line of activity over time, email threads grouped by conversation instead of one row per message, and summaries of call and meeting recordings. It is designed as a direct replacement for the standard Salesforce activity timeline.
Step 3: Enable the Weflow Analytics tab
The Weflow Analytics tab is added through the admin console and can only be enabled by an admin. Once enabled, it appears as its own app in Salesforce.
The tab gives you activity reporting natively in Salesforce, without exports or external tools:
Activity trend lines over time
Orphaned accounts with no recent activity
Activities broken down by record and by account
Activity counts per user, split by emails, meetings and other types
Activity Capture Health, which flags duplicate accounts, duplicate contacts, non-converted leads, accounts sharing the same website domain, and any settings that are not yet configured for optimal activity capture
Questions
If you need help with the migration or want the timeline and analytics views customised for your team, reach out to our helpdesk and we will take care of it.