Weflow

The full 30-minute guide to configuring Activity Capture.

Activity Capture Setup

This section provides an overview of the underlying business logic of Weflow’s Activity Capture solution:​

Activity Capture - Business Logic

This guide covers how to set up email and event logging to Salesforce Cases in Weflow, including enabling the Case object, selecting display fields, and using subject-matching rules for accurate…

Setting Up Activity Logging for Cases

How to handle data storage issues with the email message object

One of the most frequently misunderstood features in Salesforce are master and child events. Learn how to manage this easily.

Managing Master and Child Events in Salesforce

Guide to Custom Rules in Weflow Activity Capture configuration. Covers what they are, when to use them, and how to configure exclusions, contact creation, team enrolment, and user-level overrides in…

Custom Rules in Weflow Activity Capture

All the settings for Activity Capture explained

Activity Capture

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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.

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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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