Weflow

Using Weflow

A deep dive into how background sync and the Chrome Extension work as standalone solutions as well as in combination.

The rules and logic behind Weflow's logging algorithm

Why not use Einstein or another provider? Here you'll find our comprehensive answer.

Weflow vs. Einstein Activity Capture

Important information if you are using Einstein Activity Capture

Outlook Add-In

Looking to sync emails from 30, 60, 90 or more days into Salesforce? We have the solution for you.

Syncing historic emails

For customers in the Microsoft ecosystem, Weflow asks for email/calendar permissions via a centrally managed Entra application.

Entra ID application Permissions for Microsoft 365

Public email domains you may want to exclude from activity logging (best practice)

Depending on your Salesforce license you have different storage sizes.

Is there a limit to how many emails Salesforce can store?

Open Tracking

Multi-Linking of Contacts to Events

Activity Capture

Conversation Intelligence Overview

Technical Setup

Weflow automatically detects your meeting language.

Language Detection

Weflow automatically summarizes meeting transcripts and saves the AI-generated meeting notes in Salesforce.

Summary Templates

Weflow automates CRM updates by capturing meeting data and suggesting updates based on your sales methodology.

Auto-Updates for Fields

Weflow auto-generates coaching feedback based on sales methodologies to help sales and customer teams improve future meetings.

Coaching

Weflow's AI writes customizable follow-up emails with templates for summaries, check-ins, proposals, and more.

Follow-Up Emails

Weflow captures calendar events and uses a recording bot for conversation intelligence

Requirements

Weflow’s Teams bots record calls without setup but may require lobby admission and don’t support breakout rooms or native screen-sharing.

Microsoft Teams

Weflow’s Google Meet bots record calls without setup but must be manually admitted and don’t support livestreams or breakout rooms.

Google Meet

Weflow’s recording bots require no extra setup, join Zoom, Teams, WebEx, or Meet calls via the lobby, and record without needing permissions

Zoom

How to set up & use Conversation Intelligence

Conversation Intelligence

Weflow’s panel gives instant access to detailed record info in pipeline views with customizable and shareable field set templates.

See more fields with a detailed view in the Panel

Learn how the Weflow score can help you quickly rate opportunities based on their likelihood to convert to closed won.

Weflow Engagement Score

Use custom filters, including conditional groups, to refine your search.

Use custom filters to combine AND & OR using conditional groups

Weflow’s customizable Kanban boards bring clarity to sales meetings and other workflows by adapting to your specific needs.

Customize your Kanban boards

Weflow supports calculations on any currency field, including custom fields like margin or product-based formulas.

Use calculations in your pipeline views

Weflow automatically imports your Salesforce views, letting you access, duplicate, edit, and customize them directly in your pipeline.

Importing existing views from Salesforce

Weflow lets you customize pipeline views by adjusting cell width, choosing compact or comfortable row height, and easily rearranging columns

Adjusting row height and cell width

Weflow lets you configure custom warning signals and assign them to different user profiles.

Setting up and configuring Warning Signals

Weflow gives you Kanban for drag-and-drop overviews and Table for inline editing with unlimited fields.

The difference between Kanban and Table views

Weflow admins can configure custom warning signals in the admin console to make it easier to managers and reps to identify deals at risk.

Warning Signals

Weflow lets you fully customize pipeline views with filters, columns, and layouts so Salesforce data works for your sales workflow.

Set up custom views for your workflows

Weflow auto-imports and updates Salesforce views

Using imported views from Salesforce

Pipeline Management

Weflow’s pipeline metrics show pipeline value at start and end, plus all relevant changes within a selected time range.

Waterfall

Making sure that 'Waterfall' works

Weflow’s Waterfall chart visualizes pipeline changes over time, showing start/end values, deal shifts, and trends by rep, team, or org.

Time ranges and historical data

Pipeline Analytics

Weflow’s forecasting suite delivers accurate revenue predictions with forecasting, roll-ups, pacing, and quota management.

Forecasting Overview

Difference between Weflow & Salesforce

Collaborative forecasting lets you filter by teams, users, time ranges, and more to track revenue progress against goals.

Collaborative Forecasting

Weflow’s Pacing chart tracks progress toward quota over time with clickable deal insights, weighted pipeline, and AI projections.

Pacing

Roll-Up

The following is a step-by-step guide on how submitting a forecast call works.

Roll-Up: Submitting a Forecast Call

Roll-Up: Who can submit/edit forecast calls?

Quota

Sales Forecasting

Add the Weflow Chrome Extension from the Chrome Store, sign in with Salesforce, and keep fast access to your notes, tasks, and pipeline.

Installing the Chrome Extension

Easily change Weflow’s default shortcut in Chrome’s extension keyboard settings to any key combo you prefer.

How to change the Weflow keyboard shortcut on Chrome

With Weflow’s Chrome Extension, you can create and sync notes to Salesforce directly from Google Calendar events.

Create notes from your Google Calendar

How to access Salesforce from anywhere

Updating the Chrome Extension

Create Notes, Tasks and use the Panel from within Salesforce

The Weflow "new tab" experience explained

Uninstalling the Chrome Extension

Create new Contacts or Leads on LinkedIn with the Chrome Extension

Chrome Extension

How to install the Outlook add-in

How to create notes in Weflow

Creating and using note templates

Notepad for Sales

Managing your tasks is easy with Weflow. Add new tasks, change the status, and assign it to someone else. You can do anything!

Weflow's task manager for sales people explained in 90 seconds

Log tasks in Salesforce while taking notes

Task Management

Changelog

Submit a Ticket

Sign In

Find answers and get help from Intercom Support and Community Experts

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