Weflow Activity Capture
作者 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
应用功能
- 可通过 Internet 发送数据
- 此应用可访问和修改活动邮件中的个人信息，例如正文、主题、发件人、收件人和附件信息。无法读取或修改邮箱中的其他项目。有关如何管理和处理个人信息的更多详细信息，请查看开发人员的隐私策略。