Weflow changelog

Bulk Updates

We absolutely love this feature! And we hope you will too. Weflow now let's you do bulk updates on any kind of record.

This short demo highlights the key aspects of bulk updating with Weflow:

Opportunity Products

Weflow now features Opportunity Products giving you full access and editing functionality to select price books, add new products or edit existing ones.

Check this 3 minute demo and tutorial video on how to get the most out products with Weflow:

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)

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

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

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.

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

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

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

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