Weflow changelog

Surface fields on the event record while logging

[New Feature]

In the admin console:

In Google Calendar:

• Surface additional fields when logging an event via the chrome extension to Salesforce.
• This is only available in the full screen mode for event creation in the Google Calendar.
• Support for Outlook is planned by the end of Q2-2025.
• Long text fields are not supported.

Disable objects for activity capture

• Admins can now disable logging to specific objects altogether via the admin console in Weflow
• This includes custom objects as well as standard objects
• Disabled objects will not be available for manual logging via the add-in or chrome extension

Logging sent emails and faster access to the sidebar

This update contains multiple improvements to Weflow Activity Capture on Google Workspace in combination with Weflow's Chrome Extension:

This feature is automatically available for all Weflow Activity Capture customers on Google Workspace.

• Log emails manually whenever you like
• Open the sidebar with one click
• See logging status directly in Gmail

New access controls for forecasting & analytics

A new permission setting has been added to Weflow which limits the access to seeing opportunity data in forecasting and analytics.

Admin: Full access to all opportunity data (as per defined in your Salesforce settings) incl. admin console.

Full Access: Full access to all opportunity data (as per defined in your Salesforce settings) without access to admin console.

Limited Access: Only access to your own opportunity data (as per defined in your Salesforce settings).

Manually log meetings in Outlook / MS365

• Via Weflow's Outlook Add-In, you can log meetings manually.
• Please note, that this is only available when double clicking during the even creation (you need to go into the full screen pop-up).

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.

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)

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

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

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

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'

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

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