Weflow changelog

Chrome Extension works with Google Marketplace Configuration

The Chrome Extension can now be used for users who have set up activity capture via the Weflow Activity Capture application for Google Workspaces.

2.48 bug fixes

• Weighted forecasts in pipeline management rendered no values (due to a change in weighting logic)
• Product search did not work for long (>50 entries) product lists in the product modal
• Products were always shown in the default currency, even though they were assigned to a different currency.
• Unnecessary fields were shown as part of the record creation (required but auto-updated fields, e.g. "Last modified date")
• Conversion rates from different Opportunities with different currencies were miscalculated in Kanban boards

2.47 bug fixes

• Key fields could not be changed in the Insights tab
• Changing columns via drag & drop did not work in the slide-up (in forecasting views)

Create a submission cadence linked to forecast views

With this improvement, you can create submission cadences as part of each forecast view directly from Weflow's admin console:

Create multiple Forecast views

Weflow now lets you create up to five unique forecast views. For each view, admins can define:

• Close date
• Currency field (can also be a number or formula)
• Custom forecast categories (use any picklist field)
• Custom fields to inspect deals

Create and manage Quotes from Weflow

• Highly anticipated by many of our customers
• Users can now create and manage quotes from inside Weflow
• Products are automatically attached as line item to the quote

See all 'Tasks' in your insights tab

Tasks now surface in the insights tab for all opportunities.

• Tasks will now appear automatically in the insights tab
• Useful if you log emails to tasks instead of the email message object

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.