Weflow

What Weflow is, who it is for, and how to get started.

New to Weflow

An introduction to Weflow, the platform that captures sales activity into Salesforce automatically and gives revenue teams real-time pipeline insight.

Welcome to Weflow

An overview of what Weflow does for Salesforce teams: automatic activity capture, pipeline management, pipeline analytics and sales forecasting.

What Does Weflow Do?

How account executives, sales managers, executives, RevOps and Salesforce admins each use Weflow, and what each role gets out of it.

Who Uses Weflow?

About Weflow

A five-minute video walkthrough of Weflow, plus what your Salesforce admin needs to install before Forecasting, Activity Capture and Deal Insights work.

Get Started With Weflow in 5 Minutes

A video walkthrough of signing in to Weflow when your Salesforce organization uses SAML or single sign-on such as Okta.

How to Log In to Weflow With SAML or SSO?

Sign up for Weflow with your Salesforce login in a few steps, and see which Salesforce edition and which three permissions Weflow needs to work.

How to Sign up For Weflow Using your Salesforce login?

Sign up, log in and get going in minutes.

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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