Weflow

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

Set up Activity Capture and its rules as an admin.

Configuring Activity Capture

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