Importing existing views from Salesforce

Created by Philipp Stelzer, Modified on Fri, 30 Dec 2022 at 04:31 PM by Philipp Stelzer

Do you already have some views set up in Salesforce? Yeah, we won't force you to create new ones. Simply use them in Weflow as well.


Luckily, in this help desk article, you won't need to do much. That is because Weflow automatically imports all your existing Salesforce views into Weflow automatically.

 


Even when creating a new view in Salesforce, the next time you sign into Weflow, we will import that new view as well.

 

So, here is how you can access them:

  1. Go to your pipeline

  2. Select the record type you are interested in like Opportunities or Leads

  3. Click on the "View" button next to the record type

  4. Scroll down the list and you will see two sections:

    1. My views

    2. Imported from Salesforce

By the way: You can duplicate, edit and rename views. That makes it easy and fast to adjust pipeline views to your specific needs and get the most out of Weflow's powerful filter functions.

 

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