Weflow changelog

Save time with quick actions

Quick actions can now be used in the panel, kanban and table view.

• Add a product (for Opportunities)
• Create notes
• Add tasks
• Log an activity (meeting, call, letter, email, …)
• Open in Salesforce

Less sidebar, more clarity

A fresh & clean sidebar, to let you focus on what matters:

• Super fast tooltips on hover
• Smaller in width
• No text to distract you

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

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)

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.

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.

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

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

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

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

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

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

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.

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

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

The table pipeline re-imagined

After releasing the first initial version of our table pipeline, we ran hundreds of tests with customers and first-time users. Based on their feedback, we now re-imaged how the table pipeline should look like.

With the initial designs, we tried breaking away from dull-looking spreadsheets which can easily overwhelm you and are sometimes hard to comprehend and navigate. However, we quickly realized that there are also many benefits that come naturally with the classic "spreadsheet look".

Take a look yourself:

Like it? Don't like it? Let us know at hello@getweflow.com 💌

Panel updates and pipeline in sync

Changes to fields are now instantly shown in the panel and vice versa

Please note: Updates to Salesforce fields in notes are only synced if you manually hit the "Sync to Salesforce" button at the top of the note

• A small but impactful improvement to reduce confusion when making fast updates to the pipeline via the panel or vice versa
• Whenever you make a change to a field in the panel it will be instantly updated in the pipeline or a Salesforce field in your notes
• The same is true if you make a change in the pipeline i.e. it will be shown immediately in the panel