Weflow changelog

Smaller Sidebar = More Space

• As you can see, with version v1.15 we made the sidebar a bit smaller
• The goal of this resizing is to give you more space to navigate your pipeline

Adjust the way your notes are synced to Salesforce

Did you know that there are different note types within Salesforce?

1) Notes & Attachments

2) Notes

As you can see here, the newer note type features formatting options:

In Weflow, you can now choose how you want your notes to be snyced to Salesforce. Either into the "Notes & Attachment" or into "Notes" i.e. Content Notes. Of course, notes from Weflow will also appear as formatted notes if you choose the newer "Notes" type.

If you have questions about this option, please contact us at hello@getweflow.com. We are happy to assist you in setting you up for success.

• This is the "old" way to sync your notes with Salesforce
• Here, you have no formatting options within Salesforce
• This new option was introduced back in 2018
• These notes are also called "Content Notes" or contentNotes
• They offer rich formatting options including the possibility to add in images

Re-Design of the Tasks Manager

We love listening to your feedback ❤️

That is why we re-worked the Weflow task manager from scratch. Previously, it was not always clear how to add a new task and there was no way to edit an existing task.

With the new flow, we now built a re-usable component that will find its way also into the upcoming "Activity Timeline" as well as our already existing Chrome Extension.

Check out this short video to walk you through the new design:

• Now with lazy loading to ensure fast loading times even if you have thousands of tasks in your list
• Edit and adjust tasks on the go
• New 100% error-prone flow for adding new tasks

Share your pipeline with others

You can now share your pipeline views with other users in the same Salesforce account.

Use cases:

➡️ Send a pipeline to your manager before a 1:1 meeting

➡️ Share your best-practice pipeline settings and filters with others easily

➡️ Set up pipeline templates with filters and fields for fast onboardings

• Hit the share button and send the link to any other user in the same Salesforce account
• Others are then able to save that view in Weflow
• Changes by others do not affect your own shared view

See inactive records on the Kanban board

The Weflow Kanban board is a favorite among our customers to run effective weekly sales meetings. Now, Weflow automatically highlights card which have been inactive for more than 30 days.

Use Case:

➡️ No need to use the "Last update" filter (though you of course still can)

➡️ Get a quick overview of which records need attention

➡️ Combine it with the Weflow score for more actionable insights

• The inactive state will appear if a record has not been modified or updated for more than 30 days
• Adding an activity or updating a field resets the inactive status for 30 days or until another update is added

Log your notes as activities

You need to log activities to understand how your sales organization is performing. Without activities you won't know what drives a conversion.

That is why we developed activity logging as part of note taking in Weflow:

If you have questions, thoughts or feedback then let us know at hello@getweflow.com. We love to hear your ideas!

• When logging a note, you can now choose to log it as an activity as well
• You can change the activity type at any point in time to Call, Meeting or Task
• Your note will be both synced as a note as well as the chosen activity
• The entire note will be added to the activity comment section

Navigate your pipeline with tabs

Navigate your pipeline like your browser. Weflow is all about making complex sales software accessible and easy to navigate:

What is new?

• Open multiple pipeline reports as tabs to quickly switch between them like you would in your browser
• Creating a new view on your pipeline is now even easier with more options and less clicks
• Your saved views can now be accesses in the "Views List" which provides more space to save and pin all the views you want and need

Improved Usability

Often, the small details are what make a difference. This small update improves the usability of our app by improving these two things:

• Clicking a menu button allows opening and closing it. Previously you had to click somewhere into the interface to close it.
• The context icons in the table view now have a white background for improved readability

Autosync your notes

Are you sometimes forgetting to sync your notes? Well, let us take care of that for you.

How does it work?

• Autosync is switched off by default
• As soon as you link a record to a note and check the autosync box, Weflow syncs your note updates automatically to Salesforce every few minutes
• This also works if you close the window

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