# Weflow

> HelpDesk

## New to Weflow

- [Welcome to Weflow](https://help.weflow.ai/en/articles/12052269-welcome-to-weflow.md): An introduction to Weflow, the platform that captures sales activity into Salesforce automatically and gives revenue teams real-time pipeline insight.
- [What Does Weflow Do?](https://help.weflow.ai/en/articles/12052378-what-does-weflow-do.md): An overview of what Weflow does for Salesforce teams: automatic activity capture, pipeline management, pipeline analytics and sales forecasting.
- [Who Uses Weflow?](https://help.weflow.ai/en/articles/12052396-who-uses-weflow.md): How account executives, sales managers, executives, RevOps and Salesforce admins each use Weflow, and what each role gets out of it.
- [Get Started With Weflow in 5 Minutes](https://help.weflow.ai/en/articles/12052412-get-started-with-weflow-in-5-minutes.md): A five-minute video walkthrough of Weflow, plus what your Salesforce admin needs to install before Forecasting, Activity Capture and Deal Insights work.
- [How to Log In to Weflow With SAML or SSO?](https://help.weflow.ai/en/articles/12572129-how-to-log-in-to-weflow-with-saml-or-sso.md): A video walkthrough of signing in to Weflow when your Salesforce organization uses SAML or single sign-on such as Okta.
- [How to Sign up For Weflow Using your Salesforce login?](https://help.weflow.ai/en/articles/12097775-how-to-sign-up-for-weflow-using-your-salesforce-login.md): Sign up for Weflow with your Salesforce login in a few steps, and see which Salesforce edition and which three permissions Weflow needs to work.

## Configuring Weflow

- [Introduction to the Admin Console](https://help.weflow.ai/en/articles/12067328-introduction-to-the-admin-console.md): A quick overview of things you can do in the admin console and how to become an admin yourself.
- [Introduction to Weflow Admin Console](https://help.weflow.ai/en/articles/12052416-introduction-to-weflow-admin-console.md): What admins configure in the Weflow Admin Console: members and teams, Activity Capture, Conversation Intelligence, forecasting, quotas and templates.
- [Weflow Setup: Salesforce Package, Integration User and Mail App](https://help.weflow.ai/en/articles/12067354-weflow-setup-salesforce-package-integration-user-and-mail-app.md): 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.
- [Signing Out, Revoking Access or Deleting Your Weflow Account](https://help.weflow.ai/en/articles/12097793-signing-out-revoking-access-or-deleting-your-weflow-account.md): 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.
- [Account Settings in Weflow](https://help.weflow.ai/en/articles/12067279-account-settings-in-weflow.md): What every Weflow user can see and change in Account Settings: profile details from Salesforce, API usage, Chrome Extension controls and help links.
- [Chrome Extension Settings in the Admin Console](https://help.weflow.ai/en/articles/12605599-chrome-extension-settings-in-the-admin-console.md): Configure the Weflow Chrome Extension for your organization: new tab experience, Gmail logging button, Google Calendar notes, LinkedIn search, locked settings.
- [How to Update the Weflow Chrome Extension](https://help.weflow.ai/en/articles/12087497-how-to-update-the-weflow-chrome-extension.md): 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 Uninstall the Weflow Chrome Extension](https://help.weflow.ai/en/articles/12087523-how-to-uninstall-the-weflow-chrome-extension.md): 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.
- [Weflow Chrome Extension New Tab Experience Overview](https://help.weflow.ai/en/articles/12087517-weflow-chrome-extension-new-tab-experience-overview.md): 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.
- [How to Install the Weflow Chrome Extension](https://help.weflow.ai/en/articles/12087481-how-to-install-the-weflow-chrome-extension.md): 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 Change the Weflow Keyboard Shortcut in Chrome](https://help.weflow.ai/en/articles/12087470-how-to-change-the-weflow-keyboard-shortcut-in-chrome.md): 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 access Salesforce from anywhere](https://help.weflow.ai/en/articles/12087494-how-to-access-salesforce-from-anywhere.md)
- [Create notes from your Google Calendar](https://help.weflow.ai/en/articles/12087491-create-notes-from-your-google-calendar.md): With Weflow’s Chrome Extension, you can create and sync notes to Salesforce directly from Google Calendar events.
- [How to Create Contacts or Leads From LinkedIn Using Weflow Chrome Extension](https://help.weflow.ai/en/articles/12087528-how-to-create-contacts-or-leads-from-linkedin-using-weflow-chrome-extension.md): 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.
- [Create Notes, Tasks and use the Panel from within Salesforce](https://help.weflow.ai/en/articles/12087506-create-notes-tasks-and-use-the-panel-from-within-salesforce.md)
- [How do I install the Weflow Chrome extension?](https://help.weflow.ai/en/articles/12058211-how-do-i-install-the-weflow-chrome-extension.md)
- [Introduction to the Weflow Chrome Extension](https://help.weflow.ai/en/articles/12066054-introduction-to-the-weflow-chrome-extension.md): 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.
- [Managing Users in the Admin Console](https://help.weflow.ai/en/articles/12067405-managing-users-in-the-admin-console.md): Invite members, set Member or Admin permissions, assign teams, deactivate or reactivate users, and resend invites from the Users section of the Admin Console.
- [How to Create and Manage Teams](https://help.weflow.ai/en/articles/12067413-how-to-create-and-manage-teams.md): Create manual or dynamic Teams in the Admin Console to filter views by owner, assign templates, and enroll users in Activity Capture automatically.
- [Profiles \(Legacy\)](https://help.weflow.ai/en/articles/12067600-profiles-legacy.md): Profiles have been replaced by Teams as of June 2025.
- [How to Configure Permission Settings in Weflow](https://help.weflow.ai/en/articles/15552143-how-to-configure-permission-settings-in-weflow.md): Weflow respects Salesforce permissions by default. Use Permission Settings only to go further: enable read-only mode or allow editing on specific fields only.
- [User Permissions](https://help.weflow.ai/en/articles/12097807-user-permissions.md)
- [How to Onboard New Hires With Profiles and Templates](https://help.weflow.ai/en/articles/12095214-how-to-onboard-new-hires-with-profiles-and-templates.md): 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 Set Up Ask AI for Your Organization](https://help.weflow.ai/en/articles/13561105-how-to-set-up-ask-ai-for-your-organization.md): 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.
- [Training the Weflow AI](https://help.weflow.ai/en/articles/13561290-training-the-weflow-ai.md)
- [Prompt Library](https://help.weflow.ai/en/articles/13562047-prompt-library.md): Create prompts for users in your Weflow organization.
- [Admin Guide to Setting Up Activity Capture](https://help.weflow.ai/en/articles/12067558-admin-guide-to-setting-up-activity-capture.md): The full guide to configuring Weflow Activity Capture: who to involve, the Salesforce packages, the integration user, and every step to Salesforce.
- [How Weflow Activity Capture Decides What to Log and Where](https://help.weflow.ai/en/articles/12637148-how-weflow-activity-capture-decides-what-to-log-and-where.md): The logic behind Weflow Activity Capture: how emails match to contacts, accounts and opportunities, when contacts are created, and how domain exclusions work.
- [How to Log Emails and Meetings to Salesforce Cases](https://help.weflow.ai/en/articles/13052296-how-to-log-emails-and-meetings-to-salesforce-cases.md): 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.
- [Configuring Custom Rules in Activity Capture](https://help.weflow.ai/en/articles/15633466-configuring-custom-rules-in-activity-capture.md): 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.
- [How to Upgrade to the Advanced Analytics Package](https://help.weflow.ai/en/articles/16188755-how-to-upgrade-to-the-advanced-analytics-package.md): 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 Link Multiple Contacts to One Event](https://help.weflow.ai/en/articles/12067478-how-to-link-multiple-contacts-to-one-event.md): 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.
- [Using Einstein Activity Capture Alongside Weflow](https://help.weflow.ai/en/articles/12067368-using-einstein-activity-capture-alongside-weflow.md): If Einstein Activity Capture runs in parallel with Weflow, change its event sync to one direction, workspace to Salesforce, to avoid duplicate calendar events.
- [How to Create Responsiveness Views To Track Activity Insights](https://help.weflow.ai/en/articles/12606926-how-to-create-responsiveness-views-to-track-activity-insights.md): 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 Interactions Views](https://help.weflow.ai/en/articles/12606897-how-to-create-interactions-views.md): 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 Activity Views](https://help.weflow.ai/en/articles/12606858-how-to-create-activity-views.md): 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 Set Up Conversation Intelligence](https://help.weflow.ai/en/articles/12067575-how-to-set-up-conversation-intelligence.md): Configure Weflow Conversation Intelligence step by step: name the recording bot, set the language, add users and domains, choose a consent flow, add templates.
- [Configuring AI Templates for Conversation Intelligence](https://help.weflow.ai/en/articles/12067585-configuring-ai-templates-for-conversation-intelligence.md): 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.
- [Recording Consent Settings in Conversation Intelligence](https://help.weflow.ai/en/articles/12067590-recording-consent-settings-in-conversation-intelligence.md): 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.
- [How to Set Up Meeting Summary Templates in Conversation Intelligence](https://help.weflow.ai/en/articles/12605976-how-to-set-up-meeting-summary-templates-in-conversation-intelligence.md): 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 Create Coaching Templates](https://help.weflow.ai/en/articles/12605980-how-to-create-coaching-templates.md): 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 Follow-Up Email Templates](https://help.weflow.ai/en/articles/12605981-how-to-create-follow-up-email-templates.md): 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 Field Update Templates](https://help.weflow.ai/en/articles/12605988-how-to-create-field-update-templates.md): 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 Set Up Trackers in Weflow](https://help.weflow.ai/en/articles/12606005-how-to-set-up-trackers-in-weflow.md): 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.
- [Who Can Access Recordings and Insights](https://help.weflow.ai/en/articles/12961177-who-can-access-recordings-and-insights.md): Recording access follows the Salesforce hierarchy by default. How admins extend it through Teams, a custom Weflow hierarchy, or shared access within a team.
- [Requirements for Conversation Intelligence](https://help.weflow.ai/en/articles/12082065-requirements-for-conversation-intelligence.md): What Conversation Intelligence needs to run: Activity Capture with calendar access, Zoom local recording enabled, the latest managed package and permissions.
- [How to Set Up AI Coaching Feedback on Calls](https://help.weflow.ai/en/articles/12082051-how-to-set-up-ai-coaching-feedback-on-calls.md): Weflow scores every recorded call against templates such as MEDDIC, MEDDPICC or Challenger. Where to find the feedback and how admins set it up.
- [AI Field Updates After Meetings](https://help.weflow.ai/en/articles/12082014-ai-field-updates-after-meetings.md): After each meeting Weflow suggests Salesforce field updates from the conversation. You review and approve every change before it syncs. Works on any object.
- [How to Create Trackers Views in Weflow](https://help.weflow.ai/en/articles/12606921-how-to-create-trackers-views-in-weflow.md): Build tracker leaderboard and tracker development views, choose private or company-wide visibility, and switch between them in Trackers Insights.
- [Configuring the Insights Tab in the Sidebar](https://help.weflow.ai/en/articles/12067420-configuring-the-insights-tab-in-the-sidebar.md): 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.
- [How to Configure Warning Signals](https://help.weflow.ai/en/articles/12067455-how-to-configure-warning-signals.md): Create custom warning signals from any Opportunity field, assign them to teams, and duplicate, rename, disable or delete them in the Admin Console.
- [Enabling or Disabling Opportunity Products](https://help.weflow.ai/en/articles/12067459-enabling-or-disabling-opportunity-products.md): Turn Salesforce Products on or off in Weflow from the Admin Console. The setting changes only what Weflow displays, never your Salesforce configuration.
- [Weflow Templates in the Admin Console](https://help.weflow.ai/en/articles/12067461-weflow-templates-in-the-admin-console.md): 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.
- [How to Update Pipeline View Templates for All Users](https://help.weflow.ai/en/articles/12095207-how-to-update-pipeline-view-templates-for-all-users.md): 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.
- [Pipeline Intelligence AI Playbooks Overview](https://help.weflow.ai/en/articles/15870448-pipeline-intelligence-ai-playbooks-overview.md): 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.
- [How to Configure Sales Forecasting and Analytics in Weflow](https://help.weflow.ai/en/articles/12067526-how-to-configure-sales-forecasting-and-analytics-in-weflow.md): 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 Manage Quota Options in Weflow Admin Console](https://help.weflow.ai/en/articles/12067553-how-to-manage-quota-options-in-weflow-admin-console.md): 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.
- [Sales Pipeline Waterfall Chart Overview](https://help.weflow.ai/en/articles/15328155-sales-pipeline-waterfall-chart-overview.md): Every movement in the Waterfall chart explained with formulas and examples: start and end pipeline, new opportunities, amount changes, moves, won and lost.
- [Weflow Forecasting Roll-Up View Explained](https://help.weflow.ai/en/articles/15604147-weflow-forecasting-roll-up-view-explained.md): 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.
- [Multi-Currency Handling in Weflow Forecasting](https://help.weflow.ai/en/articles/15733143-multi-currency-handling-in-weflow-forecasting.md): Weflow shows each opportunity in its own currency and converts totals to your corporate currency using the conversion rates set in Salesforce.

## Using Weflow

- [Introduction to Ask AI](https://help.weflow.ai/en/articles/13609311-introduction-to-ask-ai.md): A two-minute video introduction to Ask AI, Weflow's assistant for questions about your pipeline, your recordings and your Salesforce records.
- [Which Sources Can Ask AI Use?](https://help.weflow.ai/en/articles/13609308-which-sources-can-ask-ai-use.md): Ask AI automatically reads the recording, its linked records and related activities. What a source is, and how to add pipeline views, recordings or records.
- [Using Ask AI on a Recording Inside Conversation Intelligence](https://help.weflow.ai/en/articles/13609130-using-ask-ai-on-a-recording-inside-conversation-intelligence.md): Open Ask AI from any recording page with the sparkle icon and ask about next steps, objections, the buying committee, risks and follow-up wording. 9 examples.
- [Using Ask AI in Pipeline Views](https://help.weflow.ai/en/articles/13609490-using-ask-ai-in-pipeline-views.md): Open Ask AI from any pipeline view with the sparkle icon. It reads every visible column, up to 2,000 records per view, and can link up to ten views in one chat.
- [Ask AI Prompt Examples for Sales Reps and AEs](https://help.weflow.ai/en/articles/14322858-ask-ai-prompt-examples-for-sales-reps-and-aes.md): Five Ask AI prompts for sales reps: prioritize today's deals, write follow-ups in the prospect's words, surface unspoken objections, and test your champion.
- [Ask AI Prompt Examples for RevOps and SalesOps](https://help.weflow.ai/en/articles/14322928-ask-ai-prompt-examples-for-revops-and-salesops.md): Five Ask AI prompts for RevOps and SalesOps: find missing CRM data, score methodology adherence, fix handoff friction, audit discounting, map resource drain.
- [Ask AI Prompt Examples for CROs, VPs and Leadership](https://help.weflow.ai/en/articles/14322908-ask-ai-prompt-examples-for-cros-vps-and-leadership.md): Five Ask AI prompts for CROs and sales leaders: find forecast friction, audit messaging in calls, track competitor erosion, decode winning deals, team health.
- [Ask AI Prompt Examples for Frontline Sales Managers](https://help.weflow.ai/en/articles/14322780-ask-ai-prompt-examples-for-frontline-sales-managers.md): Five Ask AI prompts for frontline managers: check pipeline reality against call tone, find coaching moments, catch stalled deals, and confirm decision makers.
- [Ask AI Prompt Examples for Customer Success Managers](https://help.weflow.ai/en/articles/14322873-ask-ai-prompt-examples-for-customer-success-managers.md): Five Ask AI prompts for customer success managers: spot silent churn, find expansion signals, build QBR value stories, track champion changes, adoption gaps.
- [The rules and logic behind Weflow's logging algorithm](https://help.weflow.ai/en/articles/12067343-the-rules-and-logic-behind-weflow-s-logging-algorithm.md): A deep dive into how background sync and the Chrome Extension work as standalone solutions as well as in combination.
- [Weflow vs. Einstein Activity Capture](https://help.weflow.ai/en/articles/12067357-weflow-vs-einstein-activity-capture.md): Why not use Einstein or another provider? Here you'll find our comprehensive answer.
- [How to Sync Historic Emails to Salesforce](https://help.weflow.ai/en/articles/12067401-how-to-sync-historic-emails-to-salesforce.md): Weflow can back-fill years of past emails and events into Salesforce. What to send us, how long the process takes, and how the add-on is licensed.
- [Public Email Domains to Exclude From Activity Logging](https://help.weflow.ai/en/articles/12067448-public-email-domains-to-exclude-from-activity-logging.md): A ready-to-use list of public email domains such as gmail.com and outlook.com to add to your Activity Capture exclusion list if you do not sell to them.
- [Is there a limit to how many emails Salesforce can store?](https://help.weflow.ai/en/articles/12067453-is-there-a-limit-to-how-many-emails-salesforce-can-store.md): Depending on your Salesforce license you have different storage sizes.
- [Open Tracking](https://help.weflow.ai/en/articles/12067469-open-tracking.md)
- [Activity Capture Overview](https://help.weflow.ai/en/articles/15604550-activity-capture-overview.md): What Activity Capture does, which mail services it supports, how it matches emails and meetings to Salesforce records, and how to control what gets logged.
- [Technical Setup](https://help.weflow.ai/en/articles/12067507-technical-setup.md)
- [Automatic Language Detection and Supported Languages](https://help.weflow.ai/en/articles/12081992-automatic-language-detection-and-supported-languages.md): Weflow detects the meeting language automatically and transcribes 96 languages. The accuracy tiers, how to change the language, and what word error rate means.
- [AI Meeting Summary Templates in Conversation Intelligence](https://help.weflow.ai/en/articles/12082012-ai-meeting-summary-templates-in-conversation-intelligence.md): How Weflow summarizes every recorded meeting from a template, emails the summary to internal attendees, and stores it on the Salesforce event record.
- [AI Follow-Up Emails After Meetings](https://help.weflow.ai/en/articles/12082056-ai-follow-up-emails-after-meetings.md): Weflow writes follow-up emails from your meeting in the meeting's language, with templates for summaries, check-ins, next steps, proposals and more.
- [Using the Recording Video Player](https://help.weflow.ai/en/articles/12731109-using-the-recording-video-player.md): Controls in the Weflow recording player: play and pause with the space bar, skip 15 seconds, mute, change playback speed and toggle fullscreen.
- [How to Comment on Recordings](https://help.weflow.ai/en/articles/13058417-how-to-comment-on-recordings.md): Leave time-stamped comments on the video, highlight transcript text, tag colleagues with @, and follow every note in one comment feed on a recording.
- [Recording Health Metrics Overview](https://help.weflow.ai/en/articles/15643836-recording-health-metrics-overview.md): The Health Metrics tab shows meetings recorded, success rate, skip rate and error rate over 7, 30 or 90 days, with a CSV export to investigate skipped meetings.
- [Introduction to Clips and Playlists Available for Recordings](https://help.weflow.ai/en/articles/15379091-introduction-to-clips-and-playlists-available-for-recordings.md): Trim clips from recorded calls in the transcript, share them by link, and curate playlists for coaching, onboarding and enablement. Step by step, with a video.
- [Manager Guide: Reviewing Rep Activity and Calls](https://help.weflow.ai/en/articles/14107339-manager-guide-reviewing-rep-activity-and-calls.md): How sales managers use Weflow day to day: team activity in Insights, deal activity in Pipeline Management, deeper questions in Ask AI, and rep call reviews.
- [Conversation Intelligence 🧠 🎙️ ✨](https://help.weflow.ai/en/articles/16204272-conversation-intelligence.md): Overview of Conversation Intelligence product.
- [Conversation-Intelligence Overview](https://help.weflow.ai/en/articles/16801808-conversation-intelligence-overview.md): Learn how Weflow's Conversation Intelligence records, transcribes and summarizes your calls, with auto-linking to Salesforce records, multi-language transcripts, AI summaries, follow-up emails and ...
- [Activity Insights Reports Explained](https://help.weflow.ai/en/articles/12266350-activity-insights-reports-explained.md): Overview of Activity Capture report metrics: meeting volume and duration, time in meetings, recorded meetings, email volume, open rate and reply rate.
- [Pipeline view Side Panel Overview](https://help.weflow.ai/en/articles/12082304-pipeline-view-side-panel-overview.md): Open the panel from any record name in a pipeline view to see a full field set, create your own field set templates, and share them with other users.
- [The Weflow Deal Health Score Overview](https://help.weflow.ai/en/articles/12082327-the-weflow-deal-health-score-overview.md): A machine-learning score that rates each opportunity's likelihood to close, based on field updates and activity. What influences it and how to add it to views.
- [How to Combine AND and OR Conditions in Custom Filters](https://help.weflow.ai/en/articles/12082332-how-to-combine-and-and-or-conditions-in-custom-filters.md): Add single conditions with AND or OR operators, group them into condition groups for advanced filtering, and save the filters with your pipeline view.
- [How to Customize Kanban Boards in Pipeline Views](https://help.weflow.ai/en/articles/12082340-how-to-customize-kanban-boards-in-pipeline-views.md): Pick the view and record type, show up to eight fields per card, hide columns, filter records, change the grouping and switch the currency calculation.
- [How to Use Calculations in Pipeline Views](https://help.weflow.ai/en/articles/12082346-how-to-use-calculations-in-pipeline-views.md): Show SUM, MAX, MIN or AVERAGE at the bottom of any currency column, including custom fields like margin, and narrow the result with quick or custom filters.
- [Importing existing views from Salesforce](https://help.weflow.ai/en/articles/12082350-importing-existing-views-from-salesforce.md): Weflow automatically imports your Salesforce views, letting you access, duplicate, edit, and customize them directly in your pipeline.
- [How to Adjust Row Height and Column Width in Pipeline Views](https://help.weflow.ai/en/articles/12082360-how-to-adjust-row-height-and-column-width-in-pipeline-views.md): Drag a column edge to resize it, switch between Compact and Comfortable row height, and drag columns to reorder them in a table view.
- [Setting up and configuring Warning Signals](https://help.weflow.ai/en/articles/12082376-setting-up-and-configuring-warning-signals.md): Weflow lets you configure custom warning signals and assign them to different user profiles.
- [Pipeline Views: Kanban vs Table](https://help.weflow.ai/en/articles/12082415-pipeline-views-kanban-vs-table.md): When to use each view in Weflow: kanban for drag-and-drop overviews grouped by stage or owner, table for inline editing with unlimited columns.
- [Warning Signals](https://help.weflow.ai/en/articles/12082421-warning-signals.md): Weflow admins can configure custom warning signals in the admin console to make it easier to managers and reps to identify deals at risk.
- [How to Set Up Custom Pipeline Views](https://help.weflow.ai/en/articles/12082424-how-to-set-up-custom-pipeline-views.md): Choose a record type, start from an existing view or from scratch, apply filters, pick columns, set widths and row height, name the view and pin it.
- [Using Views Imported From Salesforce](https://help.weflow.ai/en/articles/12082434-using-views-imported-from-salesforce.md): Weflow imports your saved Salesforce views automatically and refreshes them, but changes do not sync back. When to use them and how to build your own instead.
- [Win together as a team](https://help.weflow.ai/en/articles/12094844-win-together-as-a-team.md): Weflow lets you quickly add team members via the admin console or share the sign-up link with them.
- [Introduction to Pipeline Management](https://help.weflow.ai/en/articles/12052418-introduction-to-pipeline-management.md): Edit Salesforce records inline or in bulk in a spreadsheet-like view, build table and kanban views with filters, and surface warning signals for deal reviews.
- [Introduction to Pipeline Analytics](https://help.weflow.ai/en/articles/12052422-introduction-to-pipeline-analytics.md): Waterfall and pacing charts, 50+ deal signals, deal health scores, performance benchmarks and field change indicators, all built on opportunity snapshots.
- [How to Implement MEDDIC in Salesforce With Weflow](https://help.weflow.ai/en/articles/12095092-how-to-implement-meddic-in-salesforce-with-weflow.md): Turn MEDDIC or any sales methodology into Salesforce picklist fields, then use Weflow templates to guide reps through qualification. A step-by-step guide.
- [How to Share Pipeline Views With Your Team](https://help.weflow.ai/en/articles/12095263-how-to-share-pipeline-views-with-your-team.md): Copy a share link from any pipeline view and send it to colleagues, or, as an admin, create view templates that reach every user automatically.
- [How to Find Opportunities With No Next Steps](https://help.weflow.ai/en/articles/12095174-how-to-find-opportunities-with-no-next-steps.md): Build a table view with the fields you care about, group by owner or stage, and apply a custom filter for empty Next Steps. Works for any field or methodology.
- [Add Weflow's Deal KPIs to Your Pipeline Views](https://help.weflow.ai/en/articles/12095102-add-weflow-s-deal-kpis-to-your-pipeline-views.md): Weflow calculates deal health metrics such as email reply rate, time in stage and close date overdue. Add them as fields to any pipeline view in a few clicks.
- [How to Track High-Value Deals in a Pipeline View](https://help.weflow.ai/en/articles/12095184-how-to-track-high-value-deals-in-a-pipeline-view.md): Create a pipeline view filtered to open opportunities above an amount and owned by whoever you choose, with quick filters to switch owners. One-minute video.
- [Open Salesforce Records in Weflow From the Detail Page](https://help.weflow.ai/en/articles/12095169-open-salesforce-records-in-weflow-from-the-detail-page.md): With the Chrome Extension, a Salesforce record page gets Open in Weflow, add task and create note buttons, so you can update records without leaving Salesforce.
- [How to Create and Assign Tasks During a Pipeline Review](https://help.weflow.ai/en/articles/12095100-how-to-create-and-assign-tasks-during-a-pipeline-review.md): Set up a review view grouped by owner, add tasks from the quick action menu on any record, and adjust the assignee in the timeline. One-minute video included.
- [How to Bulk-Update the Owner of Records](https://help.weflow.ai/en/articles/12094841-how-to-bulk-update-the-owner-of-records.md): Reassign accounts, opportunities, contacts, leads or custom objects in seconds: filter a pipeline view, select the records, and set the new owner in bulk.
- [Auto-Sync or Manually Sync Notes to Salesforce](https://help.weflow.ai/en/articles/12095268-auto-sync-or-manually-sync-notes-to-salesforce.md): Tick auto-sync to push every note change to Salesforce as you write, or sync manually when the note is ready. What unsynced, unlinked and synced mean.
- [Forecasting Overview](https://help.weflow.ai/en/articles/12082470-forecasting-overview.md): Weflow’s forecasting suite delivers accurate revenue predictions with forecasting, roll-ups, pacing, and quota management.
- [Forecasting in Weflow vs Forecasting in Salesforce](https://help.weflow.ai/en/articles/12082577-forecasting-in-weflow-vs-forecasting-in-salesforce.md): Weflow forecasting runs independently of Salesforce forecasting. Why set it up again: any field, automatic field history, formula fields and multi-currency.
- [Forecasting Pacing Charts Overview](https://help.weflow.ai/en/articles/12082584-forecasting-pacing-charts-overview.md): How the Pacing chart tracks progress toward quota over time, how to read the current period, click into opportunities, and use the AI projection.
- [Roll-Up](https://help.weflow.ai/en/articles/12082598-roll-up.md)
- [Roll-Up: Submitting a Forecast Call](https://help.weflow.ai/en/articles/12082601-roll-up-submitting-a-forecast-call.md): The following is a step-by-step guide on how submitting a forecast call works.
- [Roll-Up: Who can submit/edit forecast calls?](https://help.weflow.ai/en/articles/12082609-roll-up-who-can-submit-edit-forecast-calls.md)
- [Quota](https://help.weflow.ai/en/articles/12082610-quota.md)
- [Time ranges and historical data](https://help.weflow.ai/en/articles/12082462-time-ranges-and-historical-data.md): Weflow’s Waterfall chart visualizes pipeline changes over time, showing start/end values, deal shifts, and trends by rep, team, or org.
- [Forecasting Stage Conversion Rates Explained](https://help.weflow.ai/en/articles/14209524-forecasting-stage-conversion-rates-explained.md): How to calculate stage conversion rates, an example pipeline from raw leads to closed won, why the rates matter, and the pitfalls that distort them.
- [Making sure that 'Waterfall' works](https://help.weflow.ai/en/articles/12082458-making-sure-that-waterfall-works.md)
- [Introduction to Collaborative Forecasting](https://help.weflow.ai/en/articles/15350034-introduction-to-collaborative-forecasting.md): What each KPI and column in the Collaborative Forecast view means, how it is calculated, and worked examples for revenue goal, quota, attainment and commit.
- [Introduction to Sales Forecasting](https://help.weflow.ai/en/articles/12066041-introduction-to-sales-forecasting.md): Bottom-up forecasting with roll-ups, deal-by-deal submissions, submission cadences, quota comparison, pacing and AI forecast prediction in Weflow.
- [How to create notes in Weflow](https://help.weflow.ai/en/articles/12087584-how-to-create-notes-in-weflow.md)
- [How to Create and Use Note Templates](https://help.weflow.ai/en/articles/12087591-how-to-create-and-use-note-templates.md): Apply a note template with one click, create your own in the Template Manager, and share templates with everyone on your account.
- [Using a Custom Object for Notes](https://help.weflow.ai/en/articles/12067542-using-a-custom-object-for-notes.md): 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.
- [Weflow Task Manager Explained](https://help.weflow.ai/en/articles/12087603-weflow-task-manager-explained.md): 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.
- [How to Create Tasks While Taking Notes](https://help.weflow.ai/en/articles/12087605-how-to-create-tasks-while-taking-notes.md): 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.
- [Introduction to Tasks](https://help.weflow.ai/en/articles/12096927-introduction-to-tasks.md): 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 Notes](https://help.weflow.ai/en/articles/12096918-introduction-to-notes.md): 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.
- [How to Create Notes From Google Calendar](https://help.weflow.ai/en/articles/12094834-how-to-create-notes-from-google-calendar.md): 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.
- [Agent Builder and Agent Flows](https://help.weflow.ai/en/articles/15932716-agent-builder-and-agent-flows.md): Create scheduled AI agents that read recordings and emails, produce a report, and deliver it by email or Slack. Instructions, test runs, activation and usage.

## Integrations

- [Recording Zoom Meetings](https://help.weflow.ai/en/articles/12082238-recording-zoom-meetings.md): How the Weflow notetaker joins and records Zoom meetings: no authentication needed, local recording enabled by the admin, and admission from the lobby.
- [Recording Google Meet Calls](https://help.weflow.ai/en/articles/12082218-recording-google-meet-calls.md): How the Weflow notetaker joins Google Meet calls as an anonymous participant, who can admit it, and the limitations for livestreams and breakout rooms.
- [Recording Microsoft Teams Meetings](https://help.weflow.ai/en/articles/12082146-recording-microsoft-teams-meetings.md): How the Weflow notetaker joins Teams calls, the lobby settings that let it in, and what it cannot capture: PowerPoint Live, Whiteboard, breakout rooms.
- [How to Deploy the Outlook Add-In for Your Users](https://help.weflow.ai/en/articles/12087539-how-to-deploy-the-outlook-add-in-for-your-users.md): Deploy the Weflow Outlook add-in centrally from the Microsoft 365 admin center, choose who gets it, and use Fixed deployment so no user ends up without it.
- [Outlook Add-In](https://help.weflow.ai/en/articles/12067385-outlook-add-in.md)
- [Entra ID App Permissions for Microsoft 365](https://help.weflow.ai/en/articles/12067441-entra-id-app-permissions-for-microsoft-365.md): The Microsoft Graph permissions the Weflow Entra ID application requests for mail and calendar access, and which admin roles can install it.
- [Troubleshooting the Weflow Chrome Extension & Outlook Add-In](https://help.weflow.ai/en/articles/12622558-troubleshooting-the-weflow-chrome-extension-outlook-add-in.md): If the Log to Salesforce button or the notes panel does not respond, other extensions or add-ins are often the cause. Steps to isolate and fix the conflict.
- [Introduction to the Outlook Add-In](https://help.weflow.ai/en/articles/12066064-introduction-to-the-outlook-add-in.md): Log emails and meetings from Outlook to Salesforce with suggested records, and enable open tracking. Supported Outlook versions and where to install it.
- [Microsoft Entra ID App install](https://help.weflow.ai/en/articles/16394416-microsoft-entra-id-app-install.md): Install the Weflow app in Microsoft Entra ID so Weflow can connect to Microsoft 365 for your users, and control who gets access with user and group assignment.
- [How to Connect Weflow to Slack](https://help.weflow.ai/en/articles/16035086-how-to-connect-weflow-to-slack.md): Install the Weflow Slack app from the Admin Console to get forecast reminders and meeting summaries in Slack, and deliver Agent Builder reports to a channel.
- [How to Manage Master and Child Events in Salesforce](https://help.weflow.ai/en/articles/14408436-how-to-manage-master-and-child-events-in-salesforce.md): Why Salesforce creates a child event per attendee, when child events help activity reporting, when they double-count, and how to build reports that avoid it.
- [How to Reduce EmailMessage Storage in Salesforce](https://help.weflow.ai/en/articles/14350754-how-to-reduce-emailmessage-storage-in-salesforce.md): Three ways to move old emails out of Salesforce data storage: third-party archiving apps, Salesforce Data Archive, or a manual export and purge in Data Loader.
- [Which Salesforce Editions Does Weflow Support?](https://help.weflow.ai/en/articles/12097779-which-salesforce-editions-does-weflow-support.md): Weflow works with Salesforce editions that include API access. See which editions are supported and which are not before you sign up.
- [How Weflow Syncs With Salesforce](https://help.weflow.ai/en/articles/12097782-how-weflow-syncs-with-salesforce.md): How forecasting, field updates, notes, tasks and activities sync between Weflow and Salesforce in real time, and what Weflow does and does not store.
- [Integration User Configuration and Permissions](https://help.weflow.ai/en/articles/12605576-integration-user-configuration-and-permissions.md): The system and object permissions the Salesforce integration user needs for Weflow, which profile to use, and the extra permissions for logging emails to Tasks.

## API & MCP

- [Using Weflow with Claude, OpenAI & Co via MCP](https://help.weflow.ai/en/articles/15079148-using-weflow-with-claude-openai-co-via-mcp.md): Learn how to connect Weflow to Claude or any other MCP-compatible AI assistant using the Weflow Public API.
- [Weflow MCP Server Overview](https://help.weflow.ai/en/articles/16441143-weflow-mcp-server-overview.md): Connect Claude, ChatGPT or any MCP client to Weflow's call intelligence, forecast calls and AI playbooks. Setup steps, per-user authentication, what it exposes.
- [Weflow Public API Overview](https://help.weflow.ai/en/articles/14808959-weflow-public-api-overview.md): Authenticate with an API key, list and read recordings, participants, comments, clips and interaction metrics, and handle rate limits. Full reference linked.

## Desktop & Mobile Apps

- [Weflow Desktop App for Windows and macOS](https://help.weflow.ai/en/articles/16985852-weflow-desktop-app-for-windows-and-macos.md): The Weflow desktop app records Zoom, Google Meet, Teams, and phone calls with no bot joining. Download links, permissions, and settings for Windows and macOS.
- [Weflow Mobile App for iPhone and iPad](https://help.weflow.ai/en/articles/15145549-weflow-mobile-app-for-iphone-and-ipad.md): The Weflow iOS app records in-person and mobile meetings, produces AI summaries and transcripts, syncs to Salesforce, and includes Ask AI. Requirements too.
- [Weflow Desktop App for Android Phones and Tablets](https://help.weflow.ai/en/articles/15078678-weflow-desktop-app-for-android-phones-and-tablets.md): The Weflow Android app records in-person and mobile meetings, produces AI summaries and transcripts, syncs to Salesforce, and includes Ask AI. Requirements too.
- [How to Deploy the Weflow Mobile App With MDM](https://help.weflow.ai/en/articles/15480255-how-to-deploy-the-weflow-mobile-app-with-mdm.md): Push the Weflow iOS and Android apps to managed devices with any MDM, with bundle IDs, prerequisites and step-by-step instructions for Microsoft Intune.

## Security & Compliance

- [Trust Center](https://help.weflow.ai/en/articles/12067610-trust-center.md): Your comprehensive gateway to understanding our robust security practice.
- [Security and Compliance at Weflow](https://help.weflow.ai/en/articles/12067615-security-and-compliance-at-weflow.md): Weflow's certifications and practices: SOC 2 Type II, HIPAA, GDPR and CCPA, CASA Tier 2, encryption in transit and at rest, SSO and MFA, and AI model security.

## FAQs & Troubleshooting

- [Why is Email Open Tracking Is Not Working or Accurate?](https://help.weflow.ai/en/articles/12058080-why-is-email-open-tracking-is-not-working-or-accurate.md): Open tracking depends on a pixel the Weflow add-in embeds when you send. Check that the add-in is installed and you are logged in, and install the right add-in.
- [Why are Emails or Meetings Not Syncing to Salesforce?](https://help.weflow.ai/en/articles/12067415-why-are-emails-or-meetings-not-syncing-to-salesforce.md): Four common reasons an email or meeting did not reach Salesforce: API limits, a domain exclusion, no record to link to, or a typo in the address.
- [Can Weflow Log Meetings and Emails to Custom Objects or Fields?](https://help.weflow.ai/en/articles/12067430-can-weflow-log-meetings-and-emails-to-custom-objects-or-fields.md): Yes. Weflow logs emails as Tasks or EmailMessage records and can relate them to custom objects, set up by your CSM. Why Weflow uses the standard email object.
- [How to Fix the ” Enable Activity Capture” Error](https://help.weflow.ai/en/articles/12301632-how-to-fix-the-enable-activity-capture-error.md): The error means an admin has not yet granted the user access to the Weflow Activity Capture app. Steps for Google Workspace and Microsoft 365 admins.
- [Should Activity Capture Use Task or EmailMessage Object?](https://help.weflow.ai/en/articles/12417841-should-activity-capture-use-task-or-emailmessage-object.md): Tasks are lighter and simpler to report on; EmailMessage keeps sender, recipients and threading. Compare the two and choose the right object for email logging.
- [What Does the Warning Icon Next to Users in Activity Capture Mean?](https://help.weflow.ai/en/articles/12538319-what-does-the-warning-icon-next-to-users-in-activity-capture-mean.md): A warning icon next to a user means they are missing from the Google or Entra ID app, or their email in the mail provider does not match Salesforce. Both fixes.
- [How Can I Export Event Attendees and RSVP Status From Salesforce?](https://help.weflow.ai/en/articles/14340376-how-can-i-export-event-attendees-and-rsvp-status-from-salesforce.md): Pull attendee names and responses from the EventRelation object with a SOQL query in Workbench, filter by date or event, and download the result as CSV.
- [Excluded Email Domains vs Custom Rules](https://help.weflow.ai/en/articles/16247870-excluded-email-domains-vs-custom-rules.md): Two ways to keep email noise out of Salesforce: domain exclusions check the address, custom rules check the context. What each does and when to use which.
- [Why Was No Salesforce Activity Created for My Meeting?](https://help.weflow.ai/en/articles/12058002-why-was-no-salesforce-activity-created-for-my-meeting.md): 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.
- [How Long Does Weflow Store Recordings so I Can Access Them?](https://help.weflow.ai/en/articles/12321566-how-long-does-weflow-store-recordings-so-i-can-access-them.md): 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 to Report on Weflow Video Recording Object in Salesforce?](https://help.weflow.ai/en/articles/12629326-how-to-report-on-weflow-video-recording-object-in-salesforce.md): 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 Fix the “No Templates Have Been Assigned” Message?](https://help.weflow.ai/en/articles/12657405-how-to-fix-the-no-templates-have-been-assigned-message.md): 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.
- [Can I Record a Zoom Meeting Someone Else Organized?](https://help.weflow.ai/en/articles/15550999-can-i-record-a-zoom-meeting-someone-else-organized.md): 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.
- [How to Migrate Recordings From Gong, Chorus or Jiminny?](https://help.weflow.ai/en/articles/15612914-how-to-migrate-recordings-from-gong-chorus-or-jiminny.md): 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.
- [I don't see any data in Sales Forecasting. What can I do?](https://help.weflow.ai/en/articles/12082621-i-don-t-see-any-data-in-sales-forecasting-what-can-i-do.md)
- [How can I import more than 12 months of historical data?](https://help.weflow.ai/en/articles/12087446-how-can-i-import-more-than-12-months-of-historical-data.md)
- [My data looks wrong generally. What do I do?](https://help.weflow.ai/en/articles/12087455-my-data-looks-wrong-generally-what-do-i-do.md)
- [How to Fix Charts Broken by a Wrong Amount Value](https://help.weflow.ai/en/articles/12087460-how-to-fix-charts-broken-by-a-wrong-amount-value.md): Send us the record IDs, then delete and recreate the records in Salesforce with the correct amount, because the wrong value lives on in Opportunity history.
- [What does the “Data May Be Inaccurate” Warning mean?](https://help.weflow.ai/en/articles/12138675-what-does-the-data-may-be-inaccurate-warning-mean.md): The warning usually means a custom amount field without field history tracking. What Weflow reads for history, what can be fixed, and how long snapshots take.
- [Why Doesn't a New Salesforce Field Appear in Weflow?](https://help.weflow.ai/en/articles/12157585-why-doesn-t-a-new-salesforce-field-appear-in-weflow.md): Weflow syncs Salesforce fields every eight hours. If a new field is still missing after that, or you need it sooner, support can trigger the sync for you.
- [How to Fix OAuth Errors on Weflow Sign in?](https://help.weflow.ai/en/articles/12301484-how-to-fix-oauth-errors-on-weflow-sign-in.md): Check the Weflow Connected App, enable self-authorization, relax IP restrictions and set the refresh token policy to clear OAuth errors on sign-in.
- [How Weflow Uses the Salesforce API](https://help.weflow.ai/en/articles/12097787-how-weflow-uses-the-salesforce-api.md): Which Salesforce APIs Weflow calls, how many calls typical actions use, how request limits are calculated, what happens at the limit, and how to check usage.
- [Why Salesforce Data Is Missing in Weflow](https://help.weflow.ai/en/articles/12097801-why-salesforce-data-is-missing-in-weflow.md): If Weflow shows no Salesforce data, check your edition, whether the API is enabled for your users, and object permissions. Checks for Classic and Lightning.