Weflow changelog

Surface deal stakeholders in Insights

A huge benefit of using our in-house activity capture solution is that Weflow will automatically surface deal stakeholders - even if they have not been added to your Salesforce CRM yet.

• See deal stakeholders who are not in your CRM yet
• Assign contact roles with one click to existing contacts

Faster and smarter activity capturing for meetings and emails

Please note: If you are using an older version of Weflow's activity capture, please sign in to Weflow and re-authenticate your Google Workspace or Microsoft account with Weflow.

You should see a pop-up once you sign in to Weflow that guides you through re-authenticating your account. Alternatively, you can also follow the steps outlined below:

That's it. You did it!

• Sign in to Weflow
• Go to 'Account Settings'
• Open the 'Activity Capture' tab
• Disconnect your Google account
• Reconnect your Google account

A new date picker

Based on feedback from our customers, we updated the date and calendar picker across the app and Chrome Extension. Picking dates is now faster and easier with a more responsive user interface and fewer layout shifts.

Submit forecast calls across record types

• Previously, it was only possible to submit a forecast call for one specific record type
• Now, you can submit forecast calls across all or multiple selected record types

Amount is locked if Products are used

• If products are used for an opportunity, then the amount field is now fully locked
• Previously, it was possible to edit the amount however, it had no effect and was reset automatically
• This user experience has been corrected with the changes mentioned above

Create view button more prominently positioned in Pipeline Management

• It's now a lot easier to create a new view in Pipeline Management
• With one click, you can access the view creation flow

AI Forecast powered by Weflow

AI forecasts are now available for all customers on our growth plan.

• Weflow now features an AI-powered forecasting solution, that let's you confidently look at the next months or quarters based on your companys' historical performance
• The model is tweaked per customer, and reflect their seasonality effects as well as past revenue generation in similar time frames.

Product templates

Now, admins can create templates for products in Weflow.

• Create as many templates as needed
• Assign templates to different user groups
• Mark fields as required - independent from Salesforce

Better scrollbars on Windows 🪟

In some cases, Weflow showed too many and too visible/large scrollbars for users on Windows operating systems. This has been improved by:

• Reducing the size of the scroll bars if not in use
• Increase the size in case a user hovers over them
• Remove unnecessary scroll bars

Sync your calendar to Salesforce with Weflow

Connect your Google Calendar (via Workspace or Gmail) to Weflow to automatically sync and log meetings to Contacts, Opportunities and Accounts.

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