Weflow

For admins: connect Salesforce, manage users and permissions, and configure each module.

Configuring Weflow

A quick overview of things you can do in the admin console and how to become an admin yourself.

Introduction to the Admin Console

What admins configure in the Weflow Admin Console: members and teams, Activity Capture, Conversation Intelligence, forecasting, quotas and templates.

Introduction to Weflow Admin Console

The three steps that set up Weflow: install the managed Salesforce packages, connect an integration user, and install the Google Workspace or Entra ID app.

Weflow Setup: Salesforce Package, Integration User and Mail App

Three ways to stop using Weflow: sign out, revoke Weflow's Salesforce access from Connected Apps, or request full deletion of your account and data under GDPR.

Signing Out, Revoking Access or Deleting Your Weflow Account

What every Weflow user can see and change in Account Settings: profile details from Salesforce, API usage, Chrome Extension controls and help links.

Account Settings in Weflow

Your account, the Admin Console and system settings.

Account & Admin Settings

Configure the Weflow Chrome Extension for your organization: new tab experience, Gmail logging button, Google Calendar notes, LinkedIn search, locked settings.

Chrome Extension Settings in the Admin Console

Chrome updates the Weflow extension automatically within two to three days of a release. How to force a manual update and check which version you are on.

How to Update the Weflow Chrome Extension

Remove the Weflow Chrome Extension in four clicks from the Chrome extensions menu, and where to tell us why if something did not work for you.

How to Uninstall the Weflow Chrome Extension

What the Weflow Chrome Extension adds to every new tab: notes, pipeline, tasks, search, quick record creation, shortcuts and help, plus the CMD+J shortcut.

Weflow Chrome Extension New Tab Experience Overview

Add the Weflow Chrome Extension from the Chrome Web Store, sign in with Salesforce, and get fast access to notes, tasks and your pipeline from every new tab.

How to Install the Weflow Chrome Extension

Change the Weflow search shortcut from CMD+J or ALT+J to any key combination you prefer in Chrome's extension keyboard settings. Six steps or a 45-second video.

How to Change the Weflow Keyboard Shortcut in Chrome

How to access Salesforce from anywhere

With Weflow’s Chrome Extension, you can create and sync notes to Salesforce directly from Google Calendar events.

Create notes from your Google Calendar

Open Weflow search on a LinkedIn profile with CMD+J or ALT+J, check whether the record exists in Salesforce, and create a contact or lead from the page.

How to Create Contacts or Leads From LinkedIn Using Weflow Chrome Extension

Create Notes, Tasks and use the Panel from within Salesforce

How do I install the Weflow Chrome extension?

What the Weflow Chrome Extension does: log emails and meetings from Gmail, look up and update Salesforce records anywhere on the web, and work from the sidebar.

Introduction to the Weflow Chrome Extension

Install, configure and use the Weflow Chrome extension.

Chrome Extension

Invite members, set Member or Admin permissions, assign teams, deactivate or reactivate users, and resend invites from the Users section of the Admin Console.

Managing Users in the Admin Console

Create manual or dynamic Teams in the Admin Console to filter views by owner, assign templates, and enroll users in Activity Capture automatically.

How to Create and Manage Teams

Profiles have been replaced by Teams as of June 2025.

Profiles (Legacy)

Weflow respects Salesforce permissions by default. Use Permission Settings only to go further: enable read-only mode or allow editing on specific fields only.

How to Configure Permission Settings in Weflow

User Permissions

Set up profiles, define note, sidebar and pipeline templates, assign them, and invite new team members so they follow your sales process from day one.

How to Onboard New Hires With Profiles and Templates

Add users, build teams and set permissions.

Users & Permissions

Enable Ask AI for the whole organization or specific teams, add company, object and field context so answers fit your business, and build a prompt library.

How to Set Up Ask AI for Your Organization

Training the Weflow AI

Create prompts for users in your Weflow organization.

Prompt Library

Activate and configure Weflow AI and agents.

Configuring Weflow AI & Agents

The full guide to configuring Weflow Activity Capture: who to involve, the Salesforce packages, the integration user, and every step to Salesforce.

Admin Guide to Setting Up Activity Capture

The logic behind Weflow Activity Capture: how emails match to contacts, accounts and opportunities, when contacts are created, and how domain exclusions work.

How Weflow Activity Capture Decides What to Log and Where

Enable the Case object in Weflow, choose the field shown as the Case name, and add regex subject-matching rules so activity lands on the right Case.

How to Log Emails and Meetings to Salesforce Cases

What custom rules do in Weflow Activity Capture and how to set up exclusions, contact creation, team enrollment and user-level overrides in the Admin Console.

Configuring Custom Rules in Activity Capture

Migrate from the Advanced Tracking package, add the Weflow Activity Timeline to record pages, and enable the Weflow Analytics tab in Salesforce, in three steps.

How to Upgrade to the Advanced Analytics Package

Enable Shared Activities in Salesforce and the matching expert setting in Weflow so one meeting can relate up to 50 contacts, and what that means for reporting.

How to Link Multiple Contacts to One Event

If Einstein Activity Capture runs in parallel with Weflow, change its event sync to one direction, workspace to Salesforce, to avoid duplicate calendar events.

Using Einstein Activity Capture Alongside Weflow

Create views for response rate and average response time, keep them private or share them company-wide, and manage them from Responsiveness Insights.

How to Create Responsiveness Views To Track Activity Insights

Set up views for talk ratio, longest monologue, interactivity, patience and question rate, choose private or company-wide access, and manage them from Insights.

How to Create Interactions Views

Customize how meeting volume, meeting duration, email volume and other activity metrics are displayed, with private or company-wide views managed from Insights.

How to Create Activity Views

Set up Activity Capture and its rules as an admin.

Configuring Activity Capture

Configure Weflow Conversation Intelligence step by step: name the recording bot, set the language, add users and domains, choose a consent flow, add templates.

How to Set Up Conversation Intelligence

How to set up and refine prompts for summaries, field updates, coaching and follow-up emails in Weflow Conversation Intelligence, with best practices for each.

Configuring AI Templates for Conversation Intelligence

Choose between no consent, opt-in and opt-out for meeting recordings, download consent logs as CSV, and customize the message participants see. With examples.

Recording Consent Settings in Conversation Intelligence

Admins build meeting summary templates with sections such as executive summary, methodology and next steps, preview them on a recording, and assign teams.

How to Set Up Meeting Summary Templates in Conversation Intelligence

Build coaching templates around MEDDIC, SPIN, BANT or your own criteria, preview them against recorded calls, and assign them to teams in the Admin Console.

How to Create Coaching Templates

Admins create follow-up email prompts in the Admin Console, add tone, call to action and personalization cues, preview the result, and assign them to teams.

How to Create Follow-Up Email Templates

Set up Field Update Templates in the Admin Console: pick an object, choose up to ten fields, write or select a prompt for each, and assign them to teams.

How to Create Field Update Templates

Create trackers that flag competitor, pricing or product mentions in call transcripts: name the tracker, pick a color, add keywords, and assign it to teams.

How to Set Up Trackers in Weflow

Recording access follows the Salesforce hierarchy by default. How admins extend it through Teams, a custom Weflow hierarchy, or shared access within a team.

Who Can Access Recordings and Insights

What Conversation Intelligence needs to run: Activity Capture with calendar access, Zoom local recording enabled, the latest managed package and permissions.

Requirements for Conversation Intelligence

Weflow scores every recorded call against templates such as MEDDIC, MEDDPICC or Challenger. Where to find the feedback and how admins set it up.

How to Set Up AI Coaching Feedback on Calls

After each meeting Weflow suggests Salesforce field updates from the conversation. You review and approve every change before it syncs. Works on any object.

AI Field Updates After Meetings

Build tracker leaderboard and tracker development views, choose private or company-wide visibility, and switch between them in Trackers Insights.

How to Create Trackers Views in Weflow

Set up recording, consent, templates and trackers.

Configuring Conversation Intelligence

Control what the Insights tab shows in the Weflow sidebar and Chrome Extension for opportunities: key fields, contact roles, and amount and close date fields.

Configuring the Insights Tab in the Sidebar

Create custom warning signals from any Opportunity field, assign them to teams, and duplicate, rename, disable or delete them in the Admin Console.

How to Configure Warning Signals

Turn Salesforce Products on or off in Weflow from the Admin Console. The setting changes only what Weflow displays, never your Salesforce configuration.

Enabling or Disabling Opportunity Products

Create templates for pipeline views, the sidebar, notes, new records, meetings and products, and assign them to profiles so every user gets the same default.

Weflow Templates in the Admin Console

Edit a template in the Admin Console to add or remove fields, and every user assigned to it receives the change automatically. No required fields needed.

How to Update Pipeline View Templates for All Users

The AI Playbooks scores every deal against your methodology by reading emails, transcripts and CRM fields. How to set one up, improve scores and re-run it.

Pipeline Intelligence AI Playbooks Overview

Set up templates, warning signals and the insights sidebar.

Configuring Deal Intelligence & Pipeline

Install the Weflow managed package, map your forecast category, revenue and close date fields, define time ranges, and configure roll-up cadences in 30 minutes.

How to Configure Sales Forecasting and Analytics in Weflow

Manage quotas in Weflow independently of Salesforce: per record type, by month, quarter or year, with bulk updates and automatic detection of your fiscal year.

How to Manage Quota Options in Weflow Admin Console

Every movement in the Waterfall chart explained with formulas and examples: start and end pipeline, new opportunities, amount changes, moves, won and lost.

Sales Pipeline Waterfall Chart Overview

What each column in the Roll-Up view means and how it is calculated, how reps submit Best Case, Baseline and Commit, and how numbers roll up across your team.

Weflow Forecasting Roll-Up View Explained

Weflow shows each opportunity in its own currency and converts totals to your corporate currency using the conversion rates set in Salesforce.

Multi-Currency Handling in Weflow Forecasting

Set up forecasting, quotas, roll-ups and currencies.

Configuring Forecasting & Analytics

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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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