How does Weflow sync data to Salesforce?

Created by Philipp Stelzer, Modified on Mon, 12 Sep 2022 at 03:30 PM by Philipp Stelzer

The basics of what we do. Explained in a simple way. There are different types of information you can sync between the Weflow user interface and your Salesforce account. Most notably these are:
  • Field updates

  • Notes

  • Tasks

  • Activities

 

How does the syncing between Weflow and Salesforce work in general?

Weflow never stores your Salesforce data. We simply stream it via the official Salesforce API and make it accessible via our super fast and intuitive user interface.

 

When you make an update to a Salesforce record via Weflow i.e. you update the stage of an opportunity in your sales pipeline from Prospecting to Discovery, then that change happens instantly.

 

 

Updating Fields

All Salesforce fields can be updated via Weflow. You don't need to sign in to Salesforce to do so. You can review changes to fields for up to 100 days.

 

 

Notes

When writing a note, that note is only synced to Salesforce, when you link it to a record. Notes and their attachments can always be accessed in Weflow, even if there is no sync to your Salesforce account. However, only if you link a note, you can be sure that others in your organization can access it too.

 

If you add an attachment to a note, then Weflow will store a URL to that attachment in Salesforce. If you format your note, Weflow will store that note in your Salesforce account with a markdown.


Tasks

When creating a new task, that task is automatically assigned to you and synced to Salesforce. You can also link to a record however, that is not mandatory to sync it to Salesforce.

 

 

Activities (coming soon)

Weflow logs activities, such as meetings whenever you connect a linked note to a meeting.

 

In addition, you can log activities for each SFDC record by visiting the Activity Timeline of a record. Click on "Log activity" via the drop-down menu in the top right and choose the activity that fits best.

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