Weflow

Common causes when a recorded meeting leaves no event or task in Salesforce: managed package missing, no integration user, mail app not set up, sharing rules.

Why Was No Salesforce Activity Created for My Meeting?

Recordings stay available in Weflow for the duration of your active contract plus an additional 90 days, after which they are no longer accessible.

How Long Does Weflow Store Recordings so I Can Access Them?

Create a custom report type joining Weflow Video Recording with its Link object, add description and transcript fields, group by account, and export the report.

How to Report on Weflow Video Recording Object in Salesforce?

If recordings show no summaries or field updates, the user is not on a team or the team has no template. Admin steps to check membership and assign templates.

How to Fix the “No Templates Have Been Assigned” Message?

Zoom requires a host or co-host to approve the notetaker. The permissions to give SDRs and other organizers, the Zoom settings to check, and auto-join advice.

Can I Record a Zoom Meeting Someone Else Organized?

Bring existing call recordings into Weflow with an API key from your current provider. We import them and link each one to the right Salesforce record.

Importing Call Recordings into Weflow Conversation Intelligence

Recording, storage and reporting questions.

Conversation Intelligence FAQs

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