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

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.

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

Group by 'Product'

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

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)

Weflow Managed Salesforce Package

We understand that API calls are a valuable resource with Salesforce. Hence, Weflow has developed a new way to ensure that important data for forecasting and analytics is pulled directly from your Salesforce account without triggering an API call or requiring field history to be activated for the specific field.

To install the managed package, please activate forecasting first (Growth license required).

"All" and "Me" option for owner filter in forecasting

• Users of the forecasting features in Weflow can now quickly filter for all users or only themselves via the owner filter
• This feature was added based on feedback from one our customers (Thank you 👍)

Making it easy to invite colleagues

• New users who are on a trial or free license, can now easily invite colleagues with our new invite modal
• Existing users and customers on paid plans, can trigger this modal manually via the help section at any given time

Custom Filter in Forecasting

Filter your forecasts with any field in Salesforce

• Filter by geo, team, deal size, stage, …whatever makes sense for your business
• The custom filter can be used for any forecasting view (Pacing, Waterfall, Collaborative Forecasting)
• Enjoy full flexibility and stay in control with Weflow

Related notes

Access notes via the "Related Notes" field anywhere in your pipeline, sidebar, or Chrome Extension.

You can add this special Weflow field anywhere you want in our Web App or Chrome Extension.

Create templates for "New Records" and activities

Now, you can create templates for new records as well as activities and meetings via the admin console and assign them to different user profiles.

• Go to the admin console
• Select the template section
• Create a template for a standard or custom object
• Assign the template to a profile of your choice
• Please note: You cannot assign more than one template per record type to the same profile

Forecasting Waterfall

See how your pipeline developed over time. Filter by rep or entire teams.

If you have questions or feedback, please reach out to us at hello@getweflow.com or contact your customer success manager.

• If you have forecasting enabled, you can now quickly learn how your pipeline developed over time
• Filter by owner, record time and different time frames
• Quickly learn which opportunities relate to the different categories such as "Close date pushed out", "Amount increased", "Amount decreased" and others

Filter by direct report

• The "Owner" filter in Weflow's forecasts and pipeline sections automatically display team structures now
• By selecting a manager, you automatically select the entire team