Weflow Activity Capture

Outlook add-in for Weflow customers to adjust the email logging behavior to their Salesforce CRM.

Please note the following:

- To use this add-in, you need to be a Weflow customer

- To purchase a Weflow license, contact our sales team

- This add-in uses the AppendOnSend functionality to log emails from Outlook to your Salesforce CRM

- This add-in should be installed and managed by an admin

Auto-capture emails, meetings, and contacts from Microsoft 365:

Setup and first-run experience:

- After installing and distributing this add-in to your users, they will need to sign in with their Salesforce credentials

- If you use a third-party provisioning solution or another SSO, Weflow will automatically direct users to the right login page

- Logging into Salesforce will automatically establish a connection with Weflow - no additional action by the user is required

- (Optional) Users should pin the add-in for a consistent logging experience

Auto-capture emails, meetings, and contacts from Microsoft 365:

- Permanently stored in Salesforce

- Allows for standard Salesforce reporting

- Sync historic activities up to 24 months

Permanently store activities in Salesforce:

- Emails are stored in the "MessageEmail" or "Task" object

- Meetings are stored in the "Event" object

- Store attachments and new contacts (optional)

Get the Outlook extension for advanced users controls:

- Decide which records to log right from Outlook (Web, Windows, macOS)

- Log to any Salesforce standard or custom object

- Create new records directly from Outlook

Use standard Salesforce reporting to report on activities:

- Combine activity data with other objects for deep insights

- Surface activity insights for opportunity records

- Export activity data to your data warehouse

Central admin configuration and control

- Weflow's admin console gives you complete control over your team's settings and data

- Add or remove users with one click

- Get started in minutes with SSO

Compatibility

- Google Chrome browser

- Edge browser

- Outlook on Windows (Microsoft 365)

- Outlook on Mac (Microsoft 365)

- Outlook on the web

Cuando se usa esta aplicación,

Puede enviar datos por Internet
Esta aplicación puede obtener acceso a información personal en el mensaje activo, como cuerpo, asunto, remitente, destinatarios y datos adjuntos, y modificarla. Puede que el complemento envíe estos datos a servicios de terceros. Otros elementos del buzón no se pueden leer ni modificar.