Weflow changelog

Access to Recordings / Insights

• Access to Insights now follows the same logic as access to Recordings.
• Users can only see their own recordings and also see only their own insight reports.
• This is true for all users without direct reports (either configured in Salesforce or in Weflow's own hierarchy system).

Keyword Tracker: Stricter and multi-lingual

The keyword tracker in Weflow now automatically translates keywords in to all available languages. The tracker is overall more strict when it comes to identifying keywords mentioned.

Contact creation threshold for large events / emails

In the "Contact Creation" settings of an Activity Capture configuration, admins can now define a participant threshold for emails and meetings where Weflow should not create new contacts.

Example: If you have training events with 20+ participants, you may not want to create new contacts automatically. With this setting, you can fine tune the contact creation rules within Weflow.

Bot join time

• The bot will will join meetings organized by an external person (outside of your organization) directly on time.
• The bot will join meetings organized by you or an internal user (within your organization) three minutes before the meeting starts.

Check leads before creating a new contact

As of version 2.91, Weflow will only create a contact if there is no currently non-converted lead with the same email.

Custom rules for contact creation

Custom Rules in the Activity Capture configurations now also block the creation of new contacts.

Example: In the example above, no contact would be created if the parent account matches the one of these values i.e. Investor and/or Reseller.

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: