Weflow changelog

Mark fields as 'required' in templates

There are reasons where you'd want a field to be required in Weflow without marking it as required in your Salesforce systems. Our new template editor now covers these cases.

• Access the Admin Console
• Go to the Template section for 'New Records'
• Edit an existing template or create a new one
• Mark any field as 'Required' that you add into the template as needed

New Navigation

• The new navigation gives you a clearer structure to navigate our ever-growing scope of features and functions
• The admin console is no separate section anymore
• You can collapse/un-collapse the menu with one click
• Activities are grouped together
• Pipeline Analytics and Forecasting are more clearly separted

Create pipeline views for meetings, tasks or calls

• Now, you can create pipeline views for meetings, calls and tasks
• Adding a new view is as easy as always; simply click the "+" icon in the pipeline tabs
• Then, select the object type you'd like to see in a table view
• This makes editing meetings, calls and tasks even more efficient. Especially in combination with Weflows' powerful bulk editing tools

Pick up where you left off: Sidebar

• Weflow's powerful sidebar is now smarter and remembers your last opened view
• Meaning anytime you open the sidebar to inspect fields, related records or activities on a specific deal, the sidebar will re-open where you left off the last time

Filter and Group by any record type / field

• Now, pipeline views can be grouped and/or filtered by any field and record available in your Salesforce instance.
• This means, you can create an "Opportunity" view, but filter using fields from Contacts, or Accounts.

The new 🔥 Insights tab

Deal inspection on a whole new level. The new Insights tab gives you unique insights into your opportunities. Admins can customize the new insights tab as needed for their specific business requirements.

1) Access the Insights tab from any Opportunity:

2) Look at key metrics:

3) Understand if activities drive the deal velocity:

4) Read emails or meeting notes:

5) Map contacts:

Team Benchmark reports

Ever wondered how your teams are doing? Now you can, with just one simple click.

• Access team reports via the forecasting section
• Understand performance, attainment, velocity, and more all in one easy-to-read dashboard
• Filter by different sales reps, look at different time frames, and record types

Mix & merge fields from all sObjects

Mix fields in your pipeline table views form various linked Salesforce objects (custom or standard).

• Out-of-the-box, Weflow lets you combine fields from different objects in one unified pipeline view
• As long as there is a relationship between the records, Weflow can connect the dots for you
• You can use custom objects and custom fields
• Field dependencies, validation rules are respected automatically

Pipeline Speed

The pipeline is loading 40% faster now.

You'll automatically collect many records if you use Salesforce for long enough.

We optimized the pipeline capabilities of Weflow to display up to 2000 records at once with 40% faster load times.

Various bug fixes

• When a character limit was reached on a field, Weflow did not save the input when a user tried to save it (it now is saved)
• The record type search did not work when applying a custom filter

Forecasting: Submission Flow

Run your entire forecasting process with Weflow.

Submission Flow:

Roll-Up:

If you have feedback or concerns, let us know via hello@getweflow.com

• Now, Weflow, let's define a forecasting flow for your sales team
• Forecasts are rolled up automatically to the different hierarchies based on manager roles
• Forecasting snapshots are saved and stored automatically and can be used to compare forecasting accuracy

Forecasting: Pacing - Speed Improvements

The data in the "Pacing" chart is now loading 3x faster than previously.

Group by 'Product'

Records in a pipeline view can now be grouped together by different products.

Pipeline Coverage

Pipeline coverage is now displayed as a factor e.g. 2x instead of a percentage.

Various fixes

• Field formatting was broken for rich text fields in some special cases
• Email content was cut off in the activity timeline
• The "Create Note" button in Google Calendar disappeared on some browser versions
• Duplicating a template from the sidebar did not carry over the original template fields

Stage Order

Weflow now respects the correct order of stages when using a 'group by' view in the pipeline or opening the selection options from a stage field (in sidebar and pipeline).

Custom Forecast Mapping

• Custom fields incl. formula fields can now be used for forecasting in Weflow
• To use custom fields, please install the 'Managed Weflow Package' in your Salesforce instance

Various fixes and improvements

• Weflow now respects the stage order for Opportunities when grouping a view by stage
• When a new view is created, the aggregation is "Sum" by default
• When linking a note to a record, the object type icon sometimes were distorted on small screens
• Sometimes, the button to create a note via Google Calendar did not show up
• Links to the help desk were updated
• Email content was sometimes cut off in the sidebar when looking up the Activity History
• Duplicating a template from the sidebar did not always carry over the original template fields

Rich Media Fields

As of today, Weflow supports rich media text fields.

• Create bullet lists
• Create numbered lists
• Make text bold, underlined, strikethrough
• Great if you use rich text fields for note taking

Forecasting: Pacing Chart

The new pacing chart is perfect for understanding trends in forecasting and quota attainment.

• Weflow will automatically look for historical data of up to 12 months (field history tracking is required)
• If no historic data is available, then only a snapshot of the status quo will be taken instead
• The Pacing chart will tell you how you are moving towards your revenue goals (=quota)
• In addition, you can observe the optimal pacing line and compare the sum of your committed and closed deals against the team call and our own AI projection (currently in beta; coming soon)