Weflow

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

Changelog

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Create your workspace and invite the people you work with.

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

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

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

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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.

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.

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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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