Weflow changelog

Support for Salesforce Classic

Previously, Salesforce Classic users could not open SFDC records from within Weflow. From now on, Weflow supports both Salesforce Classic and Salesforce Lightning URLs.

Duplicate your templates in the admin console

Please note: Duplicated templates need to be assigned to a profile before coming into effect.

• From now on, admins can edit any kind of template in the admin console, even those they did not create or currently own
• In addition, templates can easily be duplicated with a single click

Weflow Score

• From now on, all accounts signing up for Weflow will automatically get a Weflow score calculation
• To access the Weflow score, simply add the 'Weflow Score' field to a pipeline view

Improved loading indicators

For these rare instances, we rebuilt our loading indicators to make it clearer to our customers that the page is still loading.

• Nobody wants to see this screen, we know
• But sometimes, the internet connection can be bad or worse, the Salesforce API too slow

Recently resolved issues

• Selected panel disappeared in some rare cases - resolved
• When using the arrow keys for navigation in a pipeline table view, the UP and DOWN button closed the field input instead of navigating between characters - resolved
• In case of a temporary network loss with Salesforce, Weflow is no handling this situation better

Dynamic filtering by 'Record Type'

• You can now filter by record type
• Filtering will automatically fields which relate to a specific business process for the selected record type e.g. the Stage

Sorting by Weflow Field

• You can now sort table views via the Weflow fields
• Sorting is possible for 'A to Z' and 'Z to A' or 'High to Low' and 'Low to High'

Easy access to the admin console

Would you like access to the admin console? Shoot us a message to hello@getweflow.com

• In the past, the admin console was a bit hidden
• You can now find quick access to the admin console from the left-side menu (if you are an admin)

Customize the Chrome Extension

Tweak the Weflow Chrome Extension as you need it:

You are in control!

• Access the settings
• Define where you want the Welflow Chrome Extension to show up and support your workflows (e.g. Gmail, Google Calendar, Salesforce, Chrome's New Tab)

Recent issues resolved in the last releases

In our latest release, we fixed a series of small issues including:

Everyone here at Weflow takes quality very serious. Did you spot an error? Let us know at hello@getweflow.com

• The "Group by" filter got lost when duplicating a view
• The reconnect to Google Workspace pop-up appeared too often in some cases
• Bullet points in the notepad were not correctly aligned to the top
• New contacts were created when logging an email, even though this was explicitly switched off in the settings
• Currency codes were displayed in $ even if € or another currency was used

Introducing: The Admin Console 🙌

Your new one-stop shop to manage Weflow is here.

Here are some of the things you can do with the new console:

Please note: If you have no access to the admin console but require one, contact our support at hello@getweflow.com or reply to this email.

• Invite and manage team members
• See who in your organization is already using Weflow
• Assign profiles to users (e.g. Account Executive, SDR, Sales Manager, …)
• Assign panel, note, and pipeline templates to the different profiles
• Deploy new sales methodologies within minutes
• Manage all custom templates from a unified admin console

Custom objects in less than a day

Setting up custom objects in Weflow has never been easier. We improved the implementation time from a few days to less than 24 hours. Do you want to see your custom objects in Weflow today? Shoot us an email at hello@getweflow.com or fill out this form.

Copy & paste from your pipeline

If we can save you a click or two, we'll consider an investment well worth our time.

Hence, you can now copy values from fields with the copy button. This works for all text, email, and number fields.

Quickly access related opportunities & contacts

Now, you can access opportunities and contacts by adding the "Related Opportunities" and "Related Contacts" field to your pipeline and panel views.

• Clicking on a related record automatically opens the panel, so you can make updates or look up information as needed
• You can make use of related fields also in our Chrome Extension

New Add/Hide fields design

With this updated design, users can now filter by field type. In addition, it is now possible to combine account and opportunity fields within an opportunity pipeline view.

• Merge Opportunity and Account fields in any Opportunity-related pipeline view
• Quickly filter by field type e.g. Weflow fields vs. Opportunity fields
• Change the order or the fields with drag & drop
• Quickly see which fields have already been added to a view

Fixes for pipeline filters & Kanban board

In the latest release, we made the following improvements:

• Kanban boards sometimes did not show any results depending on "group by" selection
• Sorting columns in a table view did not update the order in the add/hide field selector
• Using arrow keys while a cell in the table pipeline is selected, closed the cell
• Some custom filters caused fatal errors in the pipeline view

Email Logging: Remove selection when email is removed from recipients

• Previously, users would need to manually remove an email address from being logged when the email was removed from the recipients
• This now happens automatically without requiring any input from our users

A cleaner pipeline table

• Previously, the table pipeline displayed a "No value" placeholder if the field was empty
• We removed this placeholder and simply show a blank cell now
• We did this to improve the readability of our table views

Introducing: Weflow Fields

There are a lot of hidden insights in your Salesforce CRM. Some are so well hidden, that sales reps sometimes wonder why they even make the effort to add all this data.

Weflow fields automatically calculate useful insights for you and surface them in your pipeline and panel.

Example of Weflow fields:

Warning summary field:

You can add all Weflow fields via the Add/Hide button in the pipeline or panel.

Group by in your pipeline table view

A completely new pipeline experience with Weflow's group by feature 😊

• You can now use the "group by" feature in your table views
• Group your pipeline by owner, stage, or any other pick list or multi-pick list field