Quick-Start: Pipeline

Created by Philipp Stelzer, Modified on Fri, 09 Sep 2022 at 10:38 AM by Philipp Stelzer

Learn how to use the Weflow Pipeline to make fast and efficient updates to your Salesforce pipeline.

What is the pipeline good for?

  • Use the Pipeline views to make super-fast updates to different Salesforce objects (Opportunities, Leads, Accounts, Contacts, plus custom objects)

  • Update any field with one click. Super fast & easy.

  • Depending on the field, this will show you either an option to input a text, number, or a calendar selection

  • Did you know? Weflow validates all fields for you, meaning if you enter an invalid format or value, Weflow will let you know


How to get the most out of it?

  • Make sure to use Views & Filters, when using the Pipeline views

  • Pin your most important views, so that they are easily accessible

  • Try out the different filtering options, to create a focused view of your pipeline that will let you work on the deals that matter


What types of pipelines are there?

  • Weflow features both Kanban and Table views on your pipeline

  • You can easily switch back and forth between the two views whenever you like

  • Both views have their own purpose

  • While the table view is great for quickly making updates, the Kanban view is helpful to understand where the different deals in your Pipeline currently are at

  • It's worth trying out the different Pipeline views and getting accustomed with both

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