Weflow changelog

Activity Capture: Expert Settings

• Creating contact on first log was moved from 'General Settings' to 'Expert Settings' as this setting should be enabled with care.
• Contact creation can now be disabled via the add-in or Chrome Extension.
• A new compatibility mode ensures that no duplicate emails are created when third-party integrations are used in addition to Weflow. In addition, this helps avoid duplicates when sending emails via Salesforce.
• The add-in and Chrome Extension can be unchecked by default. This means, that users will have to manually log each email.

Activity Capture: Bi-Directional Sync

Warning: Do not use this feature while other activity capture solutions are active, as this may cause duplicate events in Salesforce. Consult our support team to ensure maximum compatibility.

• Meetings can now be synced bi-directionally between Salesforce and Google/Microsoft calendars.
• Events which are scheduled via the Salesforce calendar are now synced to Google/Microsoft calendars and vice versa.

New "Weflow Fields"

Last Activity - Call: See and filter by when the last call activity occurred with this record

Close Date Pushed: View and filter by how often the close date was changed

Deal Age: See how old this deal is based on its creation date.

Reduced API calls

As of today, Weflow uses 60% fewer API calls for logging emails and meetings from your Microsoft/Google account to Salesforce.

We will continue to improve these metrics month-over-month.

Pipeline templates for email and meeting views

• Now, admins can create templates for email and meeting pipeline views.
• These views can be assigned to specific user profiles and will automatically show up in these users' views.

Limit attachment size when logging an email

• Admins can decide to exclude attachments below or above a certain size threshold
• This is useful if you want to exclude attachments which are too large or too small (e.g. a company logo at the bottom of an email)

2.50 Bug Fixes

• Field dependencies sometimes did not work from the sidebar
• Sorting by a number/amount field did not work in pipeline views
• Forecasting roll-up did not always select the current forecasting period automatically
• Pressing enter into a forecast call comment immediately submitted the forecast instead of adding another line of text
• Sharing pipeline views did not work anymore

Pipeline coverage is now shown in collaborative forecasting views

• The collaborative forecast views automatically calculate coverage for each month
• Coverage = open pipeline ($) / remaining quota ($)”

Delete meetings + emails

Now, meetings and emails can be deleted in bulk by admins.

To delete a meeting or email, go to a table pipeline view and select the checkbox next to the record.

Pipeline tabs stored in cloud

• Your pipeline view tabs are now stored in the cloud and not in local cache anymore
• This means, that whatever tabs you have opened when closing/logging out of Weflow, will show again when you sign back in - even from another computer

2.49 Bug Fixes

• When creating a custom object from a lookup field in the sidebar, Weflow did not set the related record automatically
• Close date quick filter was not persisted after selecting a value
• Contact roles could not be set due to ISO code field in some rare cases

Time in Stage

Weflow's time in stage calculation is based on LastStageChangeDate instead of stage change history now.

You will now see time in stage for all opportunities.

Meetings + Emails in Pipeline Management

• Create pipeline views for quick and easy data hygiene for both meetings and emails
• Quickly update and edit emails and meetings with Weflow's bulk editing feature

Multi-Link Notes

• You can now multi-link notes to various records and objects simultaneously.
• This works for contentNotes as well as Custom Note objects.
• Please consider that custom note objects require additional configuration to work as expected. Contact our support team to learn more.

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