Weflow changelog

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

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)

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.

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

Tasks sorting updated

• When selecting the "Next 7 days" filter in the task list, the tasks are now sorted with the earliest date at the top
• Previously tasks were listed based on creation date

Faster navigation with the panel

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

A better Kanban board

The Kanban board received a UX update:

• More information on cards
• Hover states for easier navigation
• Quick actions on hover

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