We've reduced API call and login rates by 20%, resulting in a leaner, more efficient integration that puts less load on your Salesforce org.
Our applications have been updated to align with Salesforce's most recent security requirements for the upcoming Spring '26 release, so your data stays protected and your workflows stay uninterrupted.
Independent from whether or not the record was successfully linked to a Contact or Lead, Weflow will always show you the participants based on the calendar invite.
You can copy all email addresses with one click e.g. for your follow-up email.
The Weflow AI has now unrestricted access to the internet.
If needed, the AI will source publicly available information to enhance its replies.
Use the web search mode to create research briefs, battle cards, follow-up emails and more.
In addition, users can now upload PDFs, images and CSV files and have them analyzed by the AI in combination with other sources e.g. emails or meeting transcripts.
When logging an email with Weflow Activity Capture against the case object, the outgoing emails were not visible in the activity timeline of the case.
While this was not a technical error, but simply a limitation of the activity timeline component in Salesforce itself, we have now provided a workaround that let's admins decide whether they want all emails (ingoing and outgoing) to be displayed in the timeline.
For users who do not need this functionality, we recommend using the normal "Feed" that is also visible on the case object in Salesforce and is the intended way of tracking all activities relating to a case.
With the Outlook Add-In and Chrome Extension, users can now "unlog" email activities and re-log them to a seprate record.
As Salesforce does not allow changing the name / related record on an email message object, the unlogging feature is a unique way to change the logging behvaior on a single email message.