Quicker Quotes
This package provides an easy to configure solution for creating a standard Salesforce quote in as few clicks as possible. Launchable from an account, contact, or opportunity, or as a global action. Central to the package is a Salesforce Flow that automatically creates or links all the required objects - Account, Contact, Opportunity, Quote, Line Items, and Quote Document (PDF). The flow also includes a custom datatable to streamline product/quantity/discount entry. Set up is quick, just add the installed Lightning Actions to your layouts and run the flow once to capture some defaults. This flow works in Lightning Experience and the Salesforce App on iPad - but not on phones... yet. Admins can save their own copy of the core flow, allowing it to be easily extended. eg. to set record types, add additional fields, create custom objects, or trigger approval processes.
Top keywords
- flow5×3.47%
- quote3×2.08%
- salesforce3×2.08%
- account2×1.39%
- account contact2×1.39%
- add2×1.39%
- contact2×1.39%
- custom2×1.39%
- lightning2×1.39%
- objects2×1.39%
- opportunity2×1.39%
- package2×1.39%
SMS-Magic | Business Messaging
Natively built SMS Solution for Sales & Service Cloud, Experience cloud & supports all the apps built on force.com. Complete business messaging solution supports multichannel automated & interactive 2-way conversations Converse with your customers on the channel of their choice - while you stay in the comfort of your Salesforce window or even smartphone. It is perfect for high-touch, contextual, and time-sensitive customer engagement that’s also help you get compliant with 10DLC registration. - Channels supported: SMS, ,Texting, MMS, WhatsApp and FB Messenger, - Easy Configuration & Use - Interactive & Automated Messaging - Dedicated & Shared Inboxes for Sales/Service Console, Record page, Lists & Reports - Automate with Flows: keywords, reminders, alerts, & routing - Marketing: blasts, drip campaigns, profiling, surveys, scheduling, link tracking - Analytics Dashboards - Standard & Custom Objects - Experience cloud, Force.com solutions - Global Coverage - Protect users from Spam - Supports long & short codes, toll-free numbers, call forwarding, direct connect-59 countries, bring your own number (landline), bring your own carrier (Twilio, Nexmo, Ring Central, etc)
Top keywords
- cloud3×1.80%
- supports3×1.80%
- automated2×1.20%
- bring2×1.20%
- bring your own2×1.20%
- com2×1.20%
- experience2×1.20%
- experience cloud2×1.20%
