Weflow changelog

Clean pasting of call summaries into Salesforce Chatter

When you copy a Conversation Intelligence summary and paste it into Salesforce Chatter, it now comes through as clean, readable text instead of raw markup and code-like characters.

• No more visible tags or escaped symbols like & in your Chatter posts
• Headings and bullets turn into tidy plain text where rich formatting isn't supported
• Pasting into email, Google Docs and Slack keeps working as expected

Cleaner formatting in Ask AI tables

Tables in Ask AI answers now display bold text correctly, so you no longer see stray formatting code in your results.

Forecast calls now available through the Weflow MCP

When you connect an AI tool to Weflow through MCP, it can now retrieve your forecast calls. Ask about your forecast submissions and get answers grounded in your Weflow data.

v3.21 Improvements and Fixes

• Notes: Unsynced notes no longer show a blank screen and can now be edited via the three-dot menu
• Calendar Sync: Fixed future meetings not syncing to Salesforce until a manual sync was triggered
• AI Field Updates: Resolved inconsistent rendering of results
• Owner Filter: Inactive users no longer appear in the owner filter when signed in as another user
• Sidebar/Timeline: Events now use "Due Date" instead of "Created Date"
• Mobile App: Fixed an error when linking records to Salesforce
• Mobile App: Updated Support for Android 16 (API 36)

Minor fixes and improvements (v3.15)

• Hierarchy in Roll-Up missed users if using Weflow's hierarchy system
• URLs shwon in the Ask AI chat were sometimes not clickable.
• Quotas/Targets could not be edited by quarter. Only by month or year.
• Account name field was visible in slide-ups in forecasting views, instead of the account ID field.
• Calculation fields (sum, min, max, average) for analytics fields in forecasting views did not calculate correctly.

Minor fixes and improvements (v3.8)

• Fix: The Owner filter and the Recordings page speed were significantly improved and optimized for 50k+ recordings instances.
• Fix: Clips can be created across multiple paragraphs.
• Improvement: Users who have been marked as Inactive in Salesforce will automatically become inactive in Weflow (every 60 minutes).
• Improvement: Admins can no longer disable themselves.
• Improvement: Admins can define a default event record type to log meeting activities to by activity capture configuration.

Minor fixes and improvements (v3.7)

• Fix: Users can now remove lookup field values and replace them with a different record.
• Fix: The Chrome Extension sometimes showed an email as 'Processing' even though it was successfully logged.
• Improvement: Admins can no longer disable themselves.

Minor fixes and improvements (v3.3)

• Required fields with a default value assigned are no longer marked as required when creating a new record via Weflow.
• Notetakers get more reliably unscheduled if a user is removed the feature or deactivated.
• Fix to ensure invited users with an admin account do have full access to the admin console after signing up for Weflow.

January Bug Fixes

• Improved stability for Conversation Intelligence related Insight reporting.
• Company Context in Weflow's ASK AI was stored, but not visible.
• Searching in transcripts did not render results.

Bug Fixes & Improvements

✅ Improved handling of HTML content in specific message types on GMail.

✅ Improved multi-logging behavior when multi-logging to tasks is enabled in sharing settings on SFDC (specifically for logging to the task object).

✅ Improved reliability of dynamic teams when refreshing subscription to email and meeting inbox on Google Workspace.

✅ Resolved error where the "Responsiveness" report was not shown to all users automatically.

✅ Improved handling of scheduled email messages via GMail. When more than 10 emails were scheduled at the exact same time, a conflict with logging could occur in some specific cases.

✅ Improved sorting in insight reports.

Unified logic for Chrome Extension / Add-In and Background Logging

In some specific scenarios, when creating a new contact, the Chrome Extension and Outlook Add-In had the ability to override the underlying business logic of creating new contacts.

This issue has been fully resolved by adding additional checks that prevent new contact creation if not permitted by the Activity Capture configuration.

2.88 Bugfixes

• BUGFIX / RESOLVED: Manually scheduled recording of an internal call were automatically de-scheduled again.
• BUGFIX / RESOLVED: User can't access recording after their email changed in Salesforce.
• BUGFIX / RESOLVED: Internal Salesforce Users are not linked to a recording anymore.

Talktime Calculation

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

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)

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.

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.

2.50 Bug Fixes

• Field dependencies sometimes did not work from the sidebar
• Sorting by a number/amount field did not work in pipeline views
• Forecasting roll-up did not always select the current forecasting period automatically
• Pressing enter into a forecast call comment immediately submitted the forecast instead of adding another line of text
• Sharing pipeline views did not work anymore

2.49 Bug Fixes

• When creating a custom object from a lookup field in the sidebar, Weflow did not set the related record automatically
• Close date quick filter was not persisted after selecting a value
• Contact roles could not be set due to ISO code field in some rare cases

2.48 bug fixes

• Weighted forecasts in pipeline management rendered no values (due to a change in weighting logic)
• Product search did not work for long (>50 entries) product lists in the product modal
• Products were always shown in the default currency, even though they were assigned to a different currency.
• Unnecessary fields were shown as part of the record creation (required but auto-updated fields, e.g. "Last modified date")
• Conversion rates from different Opportunities with different currencies were miscalculated in Kanban boards

2.47 bug fixes

• Key fields could not be changed in the Insights tab
• Changing columns via drag & drop did not work in the slide-up (in forecasting views)