Weflow

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

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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.

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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.

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

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

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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.

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