Weflow changelog

Sort by or filter the "Weflow Score"

Two weeks ago, we released our algorithm which rates your Opportunity pipeline based on the likelihood to win a deal. Now, you can filter and sort the score.

Please note: The Weflow score is currently in private beta. If you are interested in using the score, please send an email to hello@getweflow.com and we will get back to you.

• Simply look add the "Weflow Score" to your pipeline view
• Use a custom filter or use the sorting function

Many small improvements

At Weflow, the thing we dislike the most is a bad user experience. Which is why we do regular in-depth testing and dedicate a good amount of effort on improving the existing features in our web app or Chrome Extension. Below is a list of the most recent fixes and improvements:

If you ever encounter an issue, absolutely let us know. We deeply care about the quality of our product.

• Unlinked notes are no longer shown as part of the "Private" filter in the note list
• Sometimes deleting a note in Weflow did not remove it from Salesforce; this is now working correct in 100% of all cases
• Changing the date of an overdue task did not remove the task from the overdue filter
• Setting a filter based on the amount field led to an error if only a max or only a min amount was entered
• In some cases, it was possible to still edit a deleted note
• When loading a pipeline view the table layout sometimes caused flickering
• Changing a linked object (i.e. lookup relationship fields) blocked using the panel unless page was reloaded
• When creating a new record, the context menu for the record type selection was partially hidden
• When opening the notes list from the Chrome Extension, some users saw a blank page instead of the note list

A simpler way to create views

Based on your feedback, we made several changes to how changes to your pipeline views are either auto-saved or require a manual saving confirmation:

The following actions are auto-saved and overwrite the current view settings:

All these actions are commonplace and are expected to be persisted. On the contrary the actions blow are taking the currently loaded data and re-define them i.e. by using filters or switching from a Kanban to a Table view.

These actions are not auto-saved and require a manual confirmation by the user via the “Save” button:

• Calculation (Kanban)
• Card Properties/Fields (Kanban)
• Columns/Fields (Table)
• Sorting (Table)
• Cell Width (Table)
• Layout (Compact/Comfortable) (Table)
• Table/Kanban switch
• Columns (Kanban)
• Quick filters
• Group by (Kanban)
• Custom filters

Create Notes, Tasks and use the Panel from within Salesforce

We understand, that using Salesforce sometimes is simply necessary. That is why we extended the functionality of the Weflow Chrome Extension to make use of Weflow within Salesforce itself.

What would you like us to build next for Salesforce? Let us know at hello@getweflow.com

• Create linked notes
• Create linked tasks
• Access the Weflow Panel within Salesforce for faster and more convenient updates

Create linked Notes from your Google Calendar

With the latest version of our Chrome Extension installed, you can now create new notes directly from your Google Calendar.

Step-by-step guide:

• Install the Weflow Chrome Extension
• Go to your Google Calendar
• Click on any calendar event
• Click on the "Create new note in Weflow" button
• Link the note to a record of our choice and sync it to Salesforce

Search for your Notes

Are you a busy note-taker? You deserve to find your notes quickly!

You can already find your notes by using the Weflow search (CMD+J on macOS or ALT+J on Windows). Now, you can also find your notes by searching in the note list itself.

Still having trouble finding your notes? Let us know! We would love to hear from you.

• Search for linked records OR note titles
• Quickly find what you need

A faster way to launch Weflow Search

Use CMD+J on macOS or ALT+J on Windows to launch the Weflow Search

The Weflow search is more than just a simple search. Here are all the things you can do with it:

Weflow search in itself is nothing new. However, now you can launch it more easily by hitting the CMD+J or ALT+J shortcut from anywhere in the Weflow web app.

If you have our Chrome Extension installed, you can use the shortcut ANYWHERE on the web to get quick access to your Salesforce records.

• Search for notes, tasks, or records
• Create new notes, tasks or records
• Find related records i.e. a contact or lead who is linked to an opportunity or account

Saved fields not saved in Kanban board

We fixed an issue, where sometimes fields were not saved on cards in the Kanban board.

If you find any issues, let us know.

Lookup relationships and related objects

You can now see relationships and object types more clearly in the Panel, Kanban Board or Tableview.

• Each object has it's own icon to be clearly distinguishable
• When removing a relationship, Weflow provides you with an intuitive pick list to choose another record OR to create a new one

A new design for your notes

From today on, you can enjoy a more intuitive and generally easier to navigate note list design. What does that mean?

Got feedback on the new design? Let us know!

• Notes are now automatically sorted by last edit
• All your notes can be accessed on the left-hand side allowing you to quickly switch between different notes
• While the panel is open, the note list is closed on smaller screens (but still visible on large screens)
• The note pad is about 30% wider giving you more room to scribble down your thoughts and ideas

Rating your Opportunities (Beta)

Weflow now gives you feedback on how likely it is whether an Opportunity is set to Closed/Won successfully in the future.

This feature is currently in beta mode only. If you would like access, please reach out to philipp.stelzer@getweflow.com

Chrome Extension

You can now download and use Weflow's very own Chrome Extension in the official Google Chrome Extension Store here.

What can you do with it?

How does it work?

We will continue to invest heavily into the Chrome Extension. If you have feedback or ideas, let us know at hello@getweflow.com

• Weflow’s free Chrome Extension, replaces your default new tab in Chrome with a powerful, yet elegant and subtle command center for Salesforce.
• Update your pipeline, create notes, manage tasks and add new records within seconds - all synced with Salesforce.
• Use the Chrome Extension on LinkedIn, Google Calendar, Gmail, Office 365 or Salesforce.com itself
• Install the Chrome extension and sign in with your Salesforce account
• Open a new tab to use Weflow’s Salesforce command center or use our shortcut (MacOS: CMD + K | Windows: ALT + J) to launch global search from LinkedIn, Salesforce, Google Workspace, Outreach or Salesloft
• View your pipeline, create notes, manage tasks and add new records within seconds
• All changes are automatically synced with Salesforce

Date correctly displayed in Custom Filters

Sometimes, the date in custom filters wasn't displayed correctly. This issue has been resolved now.

Write Notes, faster! 🏎

We hate unnecessary clicks. They cost only seconds, but they add up quickly.

From today, when creating a new note, we auto-select the title so you can quickly give your note a name. Once you hit Enter, we automatically save that title and move the cursor down into the body section of the note. No mouse clicks needed anymore.

Should you ever feel like Weflow forces you to make unnecessary clicks, do let us know. We'd love to clean that up for you.

Fixes to Firefox and Safari

We made several improvements to the app on Safari and Firefox. Among them, we fixed the following things:

We will continue to improve the experience on all browsers. If you find an issue, do let us know at hello@getweflow.com

• Tables are now properly displayed in Safari
• Notes can be edited and synced in Safari in the same speed and usability as known from Chrome
• Columns can be dragged & dropped in Firefox

A new way for creating "Views" on your pipeline

Views are a powerful way to segment your data and work with 100% focus on your most important opportunities, accounts, contacts, leads…you name it!

Previously:

Now:

Bonus: We create 8 special views that will make it easy for you to navigate Weflow. Feel free to adjust them to your needs. Of course, we will continue to import your old Salesforce views as well. But we encourage you to create new ones if possible.

Got some time? Here is a 4 minute deep dive into using custom views in Weflow:

• When creating a new view, we based that new view on existing views that were imported from Salesforce
• This could cause issues, in case there were hidden filters the user could not change and adjust themselves
• All new views are built from scratch taking all record data for an opportunity type into account
• That means for you: Full flexibility on all fronts and pure freedom when creating your own new views

Search: See related objects

When searching Weflow, you now not only find the record you are looking for, but also related objects.

Here is an example: Let's say you are searching for the "Billburry Farm" opportunity. Weflow, will not only show you the Billburry Farm opportunity, but also e.g. the contact "John Doe" who works at Billburry Farm. In addition, you'll also see notes and tasks relating to Bilburry Farm.

Quick Filter: Last Update

• The quick filter "Last Activity" has been renamed to "Last Update"
• It now not only includes the "Last Activity Date" field, but also the "Last Modified Date" field
• That means, you can now use it whenever you are looking for records that have been recently updates in any kind of form

Note Templates

Save time, apply best practices and share them with others whenever you are writing a note.

Let us know if you have additional questions or feedback around note templates. We'd love to hear your honest opinion.

• You can now create your own note templates
• Use templates to create structured sales call notes
• You can share your templates with others on the same account
• Got a favorite? Pin it to the top and quickly re-use it whenever you want

Comfortable and Compact mode

Switch quickly between a comfortable or more compact cell height in the table pipeline view.

• Hit the button in the top right corner, to increase the height of the cells.
• Per standard, all tables are loaded in the compact mode