Weflow

How to create notes in Weflow

Apply a note template with one click, create your own in the Template Manager, and share templates with everyone on your account.

How to Create and Use Note Templates

Configure Weflow to store notes in a custom Salesforce object instead of the standard one: the junction object you need, the field mapping and extra properties.

Using a Custom Object for Notes

Everything you can do with tasks in Weflow: create, link, assign, prioritize, comment, filter, and see overdue tasks at a glance. 90-second video and the list.

Weflow Task Manager Explained

Link a note, open the panel, and use the Create task quick action to log a Salesforce task with an assignee and due date without leaving your note.

How to Create Tasks While Taking Notes

Create, link and manage Salesforce tasks from the sidebar, the task manager or pipeline views. Tasks sync both ways and use the standard Salesforce Task object.

Introduction to Tasks

Take notes in Weflow, embed Salesforce fields to update records while you write, use templates built on BANT or MEDDIC, and sync notes to one or more records.

Introduction to Notes

With the Weflow Chrome Extension installed, click any Google Calendar event, choose Create note in Weflow, and start from a note template. One-minute video.

How to Create Notes From Google Calendar

Take notes, manage tasks and sync them to Salesforce.

Notes & Tasks

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