You put in the effort and created special views using elaborate filters for your Salesforce list or Kanban views. Now you start using Weflow and you feel like something is a miss...? Let us clear the fog and help you navigate through the tedious topic of "Views" that have been imported from your Salesforce account.
How Weflow handles your existing Salesforce views
We automatically import your views from Salesforce to Weflow
There is nothing you need to do here, we just take care of it automatically
Even better, we check every other minute to see whether something has changed and update your views accordingly
Limitations of Salesforce views
Unfortunately, views from Salesforce do not work bi-directionally meaning we can import them and you can customize them in Weflow, but we cannot sync these changes back to Salesforce
In short, there are limitations to imported views
What should I do?
The good news is that Weflow automatically creates a bunch of useful views for you when you sign up
We even pin some views in your sidebar, to showcase the possibilities of what you can do with Weflow
We suggest, that you take the existing Weflow views and adjust them to your needs
Here is a simple guideline:
Think about which views you really need
For example, if you work as an SDR, you will likely only need Leads-based views and can remove everything else. If you work as an AE, you want to have views around Opportunities and maybe also Accounts. If you work as a Key Account Manager, you are more likely interested in Contacts and Accounts.
Create 2-3 views to start with.
Use quick filters and conditions to adjust the data you see
Then adjust the width, order and look of your views
Make sure to save all changes an pin your favorite views in the sidebar
Again, make sure to remove views you don't need ✨