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Automation

Tag Archives | Automation

App of the Week – Campaign Member Helper

If you have ever used campaigns in Salesforce to create lists, and then use them for various activities, such as marketing, email blasts or to generally keep track of a certain group, then you might have experienced the frustration that is adding members to a campaign. As part of the standard Salesforce feature, users have […]

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App of the Week – SalesTrip: travel and expenses on Salesforce

Why does booking travel and tracking expenses have to be complicated? When your regular business day is highly automated and just about everything from your documents to your email to your calendar is integrated, why should your travel and expenses be done with frustrating and time consuming reporting practices. SalesTrip gives a better expense management […]

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App of the Week – Opportunity Merge

Do you have multiple salespeople working with the same clients or accounts? Or maybe you have deal terms regularly changing and so end up creating lots of opportunity records in Salesforce. Either way, the Opportunity Merge app will save you a lot of time and headache. With this app from the AppExchange, you can quickly […]

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App of the Week – Round Robin Assigner

Round robin assignment is nothing new, and there are plenty of apps out there that either feature assignments, or are devoted specifically to them. However, this is the only one that comes directly from Salesforce. Built by Salesforce Labs, the Round Robin Assigner can take any object and assign it in order, to your group. […]

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