← All updates

Introducing: The Panel

You can now access and edit information about any Salesforce record from anywhere in Weflow

We are super proud to introduce the Panel to you. You can access the panel from the top right anywhere in Weflow. There is button that says "Panel" on it.

You can also open the Panel by clicking on any record name. That works with the Table view, Kanban view, any linked Note or linked Task.

As long as it is linked, the Panel can be used to access or edit the Salesforce record.

Introducing: The Panel
Introducing: The Panel | Weflow