Weflow changelog

Multiple Forecasts

Weflow now lets you create and manage multiple forecasts using different settings and field mappings.

• Create up to 5 different forecasting setups
• Create and manage different forecasting cadences
• Map fields (e.g. close date, amount, forecast categories) individually for each forecast setup

New Close Date filter + more date options

• We added a new 'Close Date' quick filter to the top bar
• In addition, you can now make use of a lot of additional pre-built date filters
• All options are also available via the 'Custom filters'

Selected 'Owners' are pinned at the top

• Selected 'Owners' are now pinned at the top
• This is especially useful if you have a long owner list but only a few people are selected

Manage Activity Logging from the Admin Console (Microsoft 365)

• Manage activity capture from Weflow's admin console
• Stay in control of the activity capture process
• Exclude email domains from logging
• Add/remove users from activity logging with one click
• Save hours of setup time, get accurate and reliable activities tracked to your Salesforce
• All activities are logged into the correct Salesforce object and are made reportable with Salesforces' native reports

Various bug fixes

• Forecast roll-up was missing currency conversion
• Label in slide-up on the wrong side (was right, should be left)
• Lost deals were shown in deal-by-deal forecasting
• Lookup service for email logging via Chrome Extension stopped after 3 retries; now restarts itself and tries 5 more times

Submission Cadences

With Weflow, you are in control of your forecasting process.

• Configure your forecast submission calls as granular as never before
• Define how often a forecast call needs to be updated
• Add deadlines before/after the month/quarter has started
• Control who can submit forecasts
• Control who can adjust forecasts
• Define leeway periods where forecast calls can still be adjusted

Map custom note objects to Weflow

• If - for whatever reason - you do not utilize the contentNote or Note object in Salesforce, then you can map your custom note object to Weflow as well
• Pick any object you like, then map key fields to Weflow's note-taking feature
• In addition, you can let Weflow surface additional fields to stay in full control of the note-taking process
• Required fields will automatically be surfaced by Weflow

Weighted Forecasts

Add weighed forecasts to your pipeline views, roll-ups, collaborative forecast views and sidebar.

• Weighed forecasts are calculated automatically by Weflow
• They are based on your stage probabilities
• Weighted forecasts work out of the box - you don't need to configure anything within Weflow

Chrome Extension - Activity Logging

• In case our Chrome Extension runs into a network error or timeout, then it will now try to reconnect and e.g. log an email activity up to five times

Multi-Sort your Pipeline

• Multi-sort any pipeline view in Weflow by using up to five Salesforce fields
• Define the right order and either sort from A->Z (low to high) or Z->A (high to low)

Smarter domain exclusion for activity logging

• Weflow lets you separate between internal and external domains
• Our smart activity logging algorithm will make sure that important activities get logged while those that should remain private stay private

Warning Signals

Create fully customizable Warning Signals based on any field in your Salesforce CRM.

Configure fully customizable warning signals and assign them to different user profiles within Weflow:

Weflow lets you use any field in your CRM to create custom Warning Signals.

• Track overdue close dates
• Identify missing fields (next steps, economic buyer, etc.)
• Highlight low velocity (low reply rate, no next meeting, etc.)

Open records in the sidebar from any list/kanban view in Salesforce

Step 1: Hover over records in Salesforce to click on Weflow icon

Step 2: Inspect and update records from the Weflow sidebar

To use this feature, please install the Weflow Chrome Extension.

Sync back more than 365 days of activity data

Are you still using Einstein Activity Capture? Switch to Weflow and effortlessly sync back all your historical data. Control how your activities are logged and make them fully reportable.

• Sync back email and meeting activities
• Properly attribute all activities to contacts, accounts, opportunities, or leads
• Even large amounts of data can be synced back over time

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