How to sign up for Weflow?

Created by Philipp Stelzer, Modified on Thu, 08 Sep 2022 at 05:45 PM by Philipp Stelzer

Learn how to sign up for Weflow within seconds. Weflow is the fastest way to update Salesforce.

Signing up for Weflow is fast and simple:

  1. Go to www.getweflow.com and click on "Book Demo"

  2. Fill out the survey (it takes less than a minute)

  3. Book a demo or wait for an email from us (we'll onboard you as fast as possible)

  4. We'll send you a URL to sign up for Weflow, just click on the link

  5. On the sign-up page, simply click on "Continue with Salesforce" and enter your Salesforce credentials in the Salesforce SSO pop-up

  6. That's it! Done ✅

Please note: You need a Salesforce Professional, Enterprise, or Developer edition in order to use Weflow. 

 

What permissions do you need?

Weflow requires three permissions to do what it does best in Salesforce:

  1. Access to your basic information such as your email and name

  2. Access to and the ability to manage your Salesforce data

  3. The ability to make changes in your name

We require these permissions so you can use Weflow to make updates to your Salesforce data in your name.

 

Please note: All these permissions are mandatory to make Weflow work with Salesforce. We only require the minimum amount of permissions possible and do not ask for any unnecessary access.

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