Weflow changelog

Waterfall Calculations

• The Waterfall now includes two new columns Moved In and Moved Out.
• If data is missing e.g. because a new field was introduced but no historical values exist, Weflow will display a warning that the data in the chart is not complete.
• The overall calculations of the Waterfall have been rebuilt and improved for faster loading times and higher accuracy.

New Benchmark Calculations

• The "Team Benchmark" report now uses an updated set of data
• It now mixes data from opportunity snapshots and live data for maximum accuracy

Updates to the Consent Flow for Conversation Intelligence

• Weflow customers can define different consent flows when using a recording agent in Zoom, Meet, Teams or WebEx.
• Weflow offers various options to choose from.
• The message for the consent can be customized.
• All consent flows are neutral and do not use Weflow branding.

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

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.

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.

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.

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.

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:

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

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

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

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

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

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