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, just click on the link
On the sign up page, simply click on "Continue with Salesforce" and enter your Salesforce credentials in the Salesforce SSO pop-up
That's it! Done ✅
Please note: You need a Salesforce Professional, Enterprise or Developer edition in order to use Weflow.
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 make updates to your Salesforce data in your name.
Please note: All these permissions are mandatory to make Weflow work with Salesforce. We only require the minimum amount of permissions possible and do not ask for any unnecessary access.