Do you have the right Salesforce edition?
To use Weflow, you need to have one of the following Salesforce editions:
Professional (with API)
Enterprise
Unlimited
If you do not have one of the editions mentioned above, then Weflow will currently not work for you
Why? Because with Weflow you need to make use of your Salesforce API and only the editions mentioned above do have API support
Here is how you find out which Salesforce edition you have:
Salesforce Classic
Click on "Setup" in the top right
In the search field on the right side, search for "Company" and then click on "Company Information"
You will now see a lot of information, but only look for the term "Organization Edition" and then check which version is written next to it - you should find the information high up on the right side
Salesforce Lightning
Click on the gear icon in the top right
Click on "Setup"
Scroll down on the left side and click on "Company Settings" and then on "Company Information"
You will now see a lot of information, but only look for the term "Organization Edition" and then check which version is written next to it - you should find the information high up on the right side
Is the API activated for your users?
Even if you have an API, it might be that your Salesforce Admin or a consultancy you work with disabled the API for security reasons
So, after you checked whether your Salesforce edition supports an API, next check whether the API is enabled for your users
If not, please be aware that Weflow will not work until the API has been enabled
Here is how you find out if the API is enabled for you:
Salesforce Classic
Follow the steps mentioned in the videos and description above
Scroll down to the bottom of the page and check the "API Request Limit per Month"
If it is 0, you have no API requests available
Salesforce Lightning
Follow the steps mentioned in the videos and description above
Scroll down to the bottom of the page and check the "API Request Limit per Month"
If it is 0, you have no API requests available
Missing permissions for certain record types or objects
It is possible, that for whatever reason, your Salesforce Admin disabled access to certain critical Salesforce objects
Weflow is based on having access to your Leads, Contacts, Opportunities, and Account records
In addition, Weflow makes use of activities such as Tasks, Notes as well as general logging of activities such as calls, meetings, quotes, emails, and letters
Right now, Weflow does not support accounts with limited access to any of these objects, record types and activities
While trying to sign up you see a Bad Gateway (504) warning
When signing up with Weflow, you make use of the Salesforce SSO (single sign-on)
We use this way of authentication because this guarantees that you use Weflow as intended by your Salesforce organization
Also, it is the safest way to sign up because you can make use of 2FA (Two Factor Authentication) or other security protocols enabled within Salesforce
If you run into this issue, simply try again after 1-2 minutes
When signing up from the Chrome Extension, try entering https://app.getweflow.app/sign-up directly in your Chrome browser
Still not working? ? Reach out to us via the live chat or send an email to hello@getweflow.com and we'll get back to you within 24 hours.
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