Weflow Activity Capture
door Weflow GmbH
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
Mogelijkheden van de app
- Gegevens via internet verzenden
- Deze app kan persoonlijke gegevens in het actieve bericht, zoals de hoofdtekst, het onderwerp, de afzender, de ontvangers en de bijlagegegevens openen en wijzigen. De app kan deze gegevens verzenden naar een service van derden. Andere items in uw postvak kunnen niet worden gelezen of gewijzigd.