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
應用程式功能
- 可以在網際網路上傳送資料
- 此應用程式可以存取及修改使用中訊息內的個人資訊，例如本文、主旨、寄件者、收件者及附件資訊等等。對於您信箱中的其他項目則無法讀取或修改。請檢閱開發人員的隱私權原則，了解有關如何管理與處理個人資訊的更多詳細資料。