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

If your Salesforce organization has SAML/SSO like Okta enabled, then please follow these steps to ensure that you can securely sign into Weflow:

Logging into Weflow with SAML/SSO enabled in Salesforce

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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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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