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

Changelog

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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.

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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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