Weflow changelog

Currency Locale

• Weflow now understands how you prefer your currency fields to be formatted based on your organization's formatting settings
• When changing your currency, Weflow will update the formatting on the next sign-in (sign out and back in)

Auto-save changes in your table or panel

• Previously, whenever you adjusted your pipeline views, you were required to hit the save button if you wanted it to persist
• Now, Weflow auto-saves all your changes saving you valuable clicks and time
• The same is true when adjusting fields in your panel
• You can still duplicate a view by clicking on the 3-dot menu (…) in the view list or top right corner of any view

User Settings

Look up your total number of API calls, manage your integrations and access information about your user profile as well as our help desk all from within t he new settings page.

• You can access the settings by clicking on your account avatar and then selecting 'Settings'
• Look up your total number of API calls made by Weflow that day
• Manage your integrations (more on this coming soon)
• Manage your name, email, etc.
• Quickly access the help section
• See an overview of all available screen shots

Readability in the Note Pad

We improved the readability of the note pad editor by making the following changes:

• The font size has been increased by 1pt
• The option to use the / to open the command menu has been made more visible so first time users have an easier time finding this shortcut
• The link to a record has been made more subtle and less wide so that there is more space for other actions such as opening the panel or accessing the record's activity timeline (see screen shot below)

Latest bug fixes

We take pride in resolving any new issues with speed and accuracy. Here you can find a list of the latest fixes:

If you find any new issues, we are committed to resolve them within a short time. Let us know at hello@getweflow.com

• The 3-dot menu in the "View List" did not work in some cases.
• When reloading a page, the "Custom Filter" disappeared (but was still active)
• Custom filters for multi pick lists did not work for all objects
• When switching quickly between different pipeline tabs, sometimes the pipeline content was shown on the wrong tab
• Zeros and boolean "False" values were formatted with the wrong font size on Kanban cards

Changes to fields via notepad are more readable in Salesforce now

This improvement was made possible by a suggestion from one of our great customers. If you find issues like this, always let us know.

Before:

This format was not that readable. In fact, we used the API name of a field and not the customer-facing field label, which users are more accustomed to. This has been changed now to look like this:

Please note, that field values in notes are always only a snapshot since the last sync. Even if you have auto-sync activated, the auto-sync will only come into play if you made a pro-active change to that note.

Field Dependencies

Weflow has always been respecting required fields and validation rules. However, for field dependencies, we did not show the dependent fields in all cases.

As of this week, you can now safely rely on Weflow to trigger a message to your Salesforce users, whenever they make a change to a controlling field which asks for input in dependent fields.

A popular example is changing the stage of an opportunity to "Closed/Won" and then requiring additional input in a field such as e.g. "Lost Reasons".

Filter by Opportunity type

You can now filter by Opportunity record type

• Are you using different opportunity types with different sales processes?
• Then you can use our "Opportunity Type" filter now
• Available for all opportunity pipelines - matter if table or kanban board

Major layout improvements for Tasks

• Weflow now let's you link a task to multiple records with more ease
• In addition, Weflow displays all linked records on the first level of our user interface, meaning no need to look into the task details i.e. when having a task linked to a Lead or Contact

Log activities from your pipeline

• You can now log an activity or meeting for any record from the table pipeline
• You can do the same by accessing the activity timeline for a record
• Activities are instantly synced to Salesforce to the right record
• If needed you can add an additional contact to the activity

Latest bug fixes

Currently, the Weflow development team resolves newly reported issues within 3 days. The following issues were resolved since the last release:

If you find any new issues, we are committed to resolve them within a short time. Let us know at hello@getweflow.com

• Searching for "blank" fields returned different results when using it via a quick filter vs. a custom filter
• The last update quick filter could not be updated without reloading the page
• Keyboard shortcut tool tips were only shown for MacOS devices
• Auto-sync was available for private notes even though these were never synced to Salesforce
• The note list filter did not show synced notes when synced via auto-sync
• Layout shifts in the task section when no tasks are available
• Custom filter for relational fields i.e. Accounts did not work
• Quick filters were lost when switching between Kanban and Table pipeline view

Error handling for fields which are accessible but not visible

Depending on your Salesforce settings, sometimes you can have customs fields which are generally accessible but not visible. This can cause issues in our interface. Hence, Weflow now regularly checks which fields and objects a user has access to and what kind of access (i.e. read or write access).

This is a backend change, and you will unlikely notice any differences while using Weflow. However, it is a major improvement to ensure a 100% stable user experience.

NEW: The Activity Timeline is live

Sales is an endurance sport combined with the strategic gameplay of a football match. Sometimes you get lucky. But most deals take a lot of prospecting, negotiation, alignment and most of all: time.

On average, you need eight activities (like an email, call or meeting) until a prospect says yes or no 80% of sales are made on the fifth to 12th contact

With everything else you got going on in life and work, it's easy to lose oversight of what's been happening.

That is why we are proud to introduce the new Weflow Activity Timeline.

Validation Rules

If you set up validation rules including error messages, Weflow now displays all error messages as defined in Salesforce.

If you set up validation rules without setting an explicit error message, Weflow will still ensure that no incorrect values can bet synced to Salesforce however, will display only a generic error message.

Close menus even faster

Don't you hate that random clicking around when trying to close a menu or window you don't want in your view anymore?

We definitely try to avoid this whenever possible. So here is another update where we made improvements to ensuring you can close whatever you want as quickly as possible with no unnecessary clicks.

Due date for logged activities

Now, Weflow sets a due date when logging an activity via the note pad.

• Previously Weflow did not set any due date for logged activities via the note pad
• Now, Weflow automatically sets today's due date AND sets the activity to done

Clickable URLs

Fast access to third-party websites from Weflow

This feature was requested by our community. For other suggestions, please reach out to me or hello@getweflow.com

• You can now click on the link icon in any URL field to immediately open a website from the panel
• This works both in the web app as well as in the Chrome Extension

Logging an activity via a note copied HTML code into Salesforce

Previously, when logging an activity like a call or a meeting via a formatted note i.e. using bold or italic text, then we also copied the HTML code for the formatting into Salesforce.

The comment field of an activity could then look like this: <p>Meeting Notes</p>**Discuss pricing &amp rollout

This has been fixed now. So your activities are all fully readable by humans as well as machines 🤖

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