Weflow changelog

Create Teams based on custom rules

• Weflow now let's admins configure dynamically updated teams based on fields related to the user object in Salesforce.
• Weflow will automatically update the users assigned to a team based on these rules.
• Also, Teams can be used to assign configurations for activity capture or conversation intelligence, so that Salesforce and Weflow always stay perfectly in-sync.

Chrome Extension - Admin Console

• Admins can now override user settings for the Chrome Extension via Weflow's admin console
• Settings can be locked to prevent end users from changing the settings defined by an admin
• If not locked, then end users can change their Chrome Extension behavior via the 'Account Settings'

Teams

• Admins are now able to create custom Teams in Weflow.
• In the short term, Teams will replace "Profiles" to assign templates, configurations and presets to specific user groups.
• Teams will also be used to define hierarchies independently from Salesforce settings.

Custom filter presets

In the admin console, you can now create your own custom filter presets that are also visible and usable for other users in the Weflow app.

This gives you more control over key filters that should be used across the organization and saves time for each user when it comes to setting up tedious details in specific views.

Create a filter preset in the admin console:

Users can quickly toggle between filters in analytics & forecasting:

Additional End-User Actions in Forecasting + Analytics

Duplicate or create new views from here:

Download views as CSV file from here:

• Download views as CSV file
• Duplicate views
• Create own views

Gallery Mode Recording

• Previously, Weflow recorded meeting in 'Speaker' mode
• With the latest update, Weflow by default records all meetings in 'Gallery' mode
• This ensures that all meeting participants are visible at any point in time
• If the screen is shared by a participant, the screen will always be visible in the recording

Auto-Language Detection

Weflow will now auto-detect the meeting language for all recordings. By default, Weflow supports 96 languages.

You can access the full list and feature overview here: help.getweflow.com/en/article/language-detection

Talktime Calculation

The talk-time calculation in Weflow's Conversation Intelligence has been improved to always add up to 100%.

Create multiple Activity Capture configurations for different teams

• With this latest update, admins can now configure different activity capture configurations for specific user groups, profiles, roles or teams in Weflow.
• Simply add a new configuration and customize it based on your specific requirements and needs.

Simplified Activity Capture Setup

The new activity capture flow, guides admins more easily through every step:

1) Install the managed package.

2) Install the EntraID or Google Workspace app.

3) Connect an integration user.

Disable recurrent events from getting logged

• To help customers who do not need or want to log recurring event series from Outlook/Google to Salesforce, this can now be fully disabled via the 'Expert Settings' in Weflow's admin console.

Pacing chart shows live data for current time period

Version 2.66 of our forecasting & analytics suite has introduced the ability to see live data in the pacing chart. No action is required to use this improvement. All pacing charts have been updated automatically.

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

Various Improvements

• Tasks could not be assigned to other users (fixed)
• Time ranges were incorrect if timezone was set to Pacific Standard Time (fixed)
• Notes could not be linked in some specific use cases (fixed)
• Deactivating users in the admin console did not automatically end the subscription for Weflow Activity Capture (fixed)

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).

Multi Pick-List Filters

This issue affected custom filters in pipeline views:

When creating a custom filter with a multi ick-list field, the Weflow App would only return records where there is an exact match of only one value

However, no records will be returned where multiple pick-list values have been selected.

This issue has been fully resolved.

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).

Emails shown in task manager

The task manager in Weflow showed emails logged as tasks for all users.

This creates partially huge lists of completed / uncompleted tasks for the users and causes confusion.

This issue has been fully resolved. Weflow does not show logged emails in its own task manager anymore.