How do notes work in Weflow?

  • Notes are the best way to make sure you keep track on what prospects, leads or customers need or expect from you and your product or service

  • You can link notes to Salesforce records and either keep them private or sync them to Salesforce

How do I sync a note to Salesforce?

  • Once you linked a note to a Salesforce record, you can sync it by hitting the big green "Sync" button

  • The "Sync" button will only work if you make a change to a note (for example: you change the content of the note by adding a new sentence)

Do I need to sync all notes to Salesforce?

  • No, absolutely not. However, we do recommend that you link all notes if possible.

  • Linking is the best way to keep your data clean and structured

  • You'll essentially ensure, that no information gets lost

  • Once you link a note to a Salesforce record, you can decide whether you want to sync it or not

  • If you know that you'll never sync this note, just set it to private by hitting the private toggle

  • That way, Weflow will not even allow syncing and disable the "Sync" button until you un-toggle the private state again

How do templates work? What are they good for?

  • Weflow built templates to make collaboration and updates even easier

  • Use templates to create playbooks for different types of sales calls

  • The true power of templates lies within the possibility to add Salesforce fields into the template and by doing so, allowing users to update a Salesforce record from within a note itself

  • If you work in Rev Ops or Sales Enablement, consider creating templates for your team that fit the sales playbook you want to see adopted

  • If you work as an Account Executive or SDR/BDR, consider using Weflow's own templates or the ones created by our organization and adjust them to your own needs

  • You can do that by duplicating a template and saving it in your account

How can I filter for different notes?

  • Use our filter options in the top left

  • You can filter for...

    • All

    • Private

    • Synced

    • Unsynced

    • Unlinked

Can I delete Notes?

Yes, you can delete notes by clicking the "..." (more options menu):

In the overview:

In the note itself:

  • However, please note that deleted notes are also removed from Salesforce and cannot be retrieved by anyone.

  • Alternatively, you can also set the note to "Private". This will remove the note from Salesforce, but keep it available to you in Weflow.

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