Create Notes, Tasks and use the Panel from within Salesforce

Created by Philipp Stelzer, Modified on Thu, 08 Sep 2022 at 12:51 PM by Philipp Stelzer

Create linked notes and tasks from Salesforce with the Weflow Chrome Extension. Not enough? Get quick access to the Panel as well.

With the latest version of the Weflow Chrome Extension, you can now quickly create already linked notes and tasks from any detail or split-view in Salesforce itself.

Yeah, sometimes accessing Salesforce is still necessary. Like when you need to update some settings. Or maybe someone sent you a link and asked you to edit something directly in SFDC.

Well, worry not. Weflow's Chrome Extension gives you a growing list of features within Salesforce itself.

  • Create linked notes

  • Create linked tasks

  • Access the Weflow Panel within Salesforce

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article