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

Changelog

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

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

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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