Weflow

How do I install the Weflow Chrome extension?

Why doesn’t the new field I just created in Salesforce appear in Weflow?

Troubleshooting OAuth Error when trying to connect Weflow to Salesforce

How to Fix OAuth Errors in Weflow

If your Salesforce organization has SAML/SSO like Okta enabled, then please follow these steps to ensure that you can securely sign into Weflow:

Logging into Weflow with SAML/SSO enabled in Salesforce

Sometimes, certain browser or add-in settings can cause the Weflow extension or Outlook add-in to behave unexpectedly. Below you’ll find a few common causes and simple ways to fix them.

Troubleshooting the Weflow Chrome Extension & Outlook Add-in

Migrate recordings from Gong, Chorus, Jiminny and others to Weflow

Weflow supports multi-currency setups configured in your Salesforce CRM, so pipeline values display and aggregate correctly across different currencies.

Multi-Currency Handling in Weflow

Troubleshooting and most commonly asked questions

Troubleshooting & Common Questions

Why does my Weflow email open count/rate seem off or not work at all?

Troubleshooting support for common questions.

Why were my meetings/emails not synced to Salesforce?

Weflow uses Salesforce's standard email object to sync emails for good reason.

Can you sync meetings/emails to custom objects or custom fields?

Follow these steps to add new users to Weflow's Activity Capture App in Google or Microsoft

Fixing “Enable Activity Capture” Errors for Users

Learn how to choose between logging emails as Tasks or EmailMessage records in Salesforce when setting up the Weflow Admin Console integration.

Task or EmailMessage: Which object to choose for Activity Capture?

Troubleshoot Activating Users in Activity Capture

How to retrieve the attendee status from an event so I can report on it?

Troubleshooting Steps for Activity Capture

Activity Capture

Why was there no event/task/activity created in Salesforce for my meeting or recording?

For how long is the recording saved and available?

Build a custom report using Weflows' Video Recording Object joined with the Linker Object.

Report on Weflow Video Recording Objects in SFDC Reports

You can't see any data under your recordings when looking at field updates or summary templates - here's why and how to fix it.

No Templates have been assigned

A complete guide to Weflow's Conversation Intelligence features Clips, and Playlists, covering how to create and share Clips from recorded calls, build curated Playlists, and use them for sales coaching,…

Clips and Playlists

Zoom requires a host or co-host to approve a meeting recording. This is a setting that cannot be circumvented and is inherint to Zooms' requirement for secure and compliant use…

Recording Zoom meeting organized by another person

Troubleshooting Steps for Conversation Intelligence

Conversation Intelligence

I don't see any data in Sales Forecasting. What can I do?

How can I import more than 12 months of historical data?

My data looks wrong generally. What do I do?

We had a wrong value in the amount field, and now all our charts look broken. What do I do?

Warning: Data may be inaccurate

A shared forecasting workspace where reps & managers build pipeline predictions together. Individual inputs roll up into a team level view covering closed revenue, committed deals, & total pipeline, giving…

Collaborative Forecast - Detailed Guide with Examples & Formulas

Sales Forecasting Common Questions & Troubleshooting

Sales Forecasting

Changelog

Submit a Ticket

Sign In

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

English

url(https://downloads.intercomcdn.com/i/o/j7ewb21y/763316/9bba46e4730725a730881721a386/8f21c219743ba69ea2ec3de81ae96bc6.png)