When installing the Weflow Chrome Extension, you'll get an entirely new "new tab" experience that is optimized for revenue teams with a fast access to your pipeline, notes and tasks.
With the latest Weflow update, you can now choose whether you want to keep the new tab or switch it off. In the past, deactivating the "new tab" experience, deactivated the entire Chrome Extension. Now, you can choose what works best for you.
Please note: We heavily recommend to keep the "new tab" experience alive and running as we constantly push new updates and improvements.
Previously, the link between a note template and a record type was not that obvious. We now added record icons into the quick selection and the template editor to change that.
We know from many conversations with our customers, that the panel is a great way to access and update information quickly. However, space was always a bit too limited and switching between different panel templates never felt intuitive enough. Here is what we changed:
Fast switch between panel field templates
Add an infinite amount of different templates
Quick actions in the panel
Wider, more space to display and update information
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:
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)
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)
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.
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".
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