Using Weflow
Setup Guide on how to use Weflow
73 articles
- The rules and logic behind Weflow's logging algorithm
- Weflow vs. Einstein Activity Capture
- Important information if you are using Einstein Activity Capture
- Outlook Add-In
- Syncing historic emails
- Entra ID application Permissions for Microsoft 365
- Public email domains you may want to exclude from activity logging (best practice)
- Is there a limit to how many emails Salesforce can store?
- Open Tracking
- Multi-Linking of Contacts to Events
- Activity Capture Overview
- See more fields with a detailed view in the Panel
- Weflow Engagement Score
- Use custom filters to combine AND & OR using conditional groups
- Customize your Kanban boards
- Use calculations in your pipeline views
- Importing existing views from Salesforce
- Adjusting row height and cell width
- Setting up and configuring Warning Signals
- The difference between Kanban and Table views
- Warning Signals
- Set up custom views for your workflows
- Using imported views from Salesforce
- AI Playbook
- Installing the Chrome Extension
- How to change the Weflow keyboard shortcut on Chrome
- 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