Update Salesforce from your notepad

You can now add and update Salesforce fields and records directly from your notes in Weflow.

Big news today, you can now use your notepad inside Weflow to make updates to any Salesforce field.

This is especially powerful if you are looking to create templates for specific sales methodologies or simply want to combine the note-taking and the pipeline update in one unified view.

By the way: you can also link multiple different Salesforce records to your note and quickly access information about them via the panel.