Salesforce

Stay current on all your Salesforce leads when you connect your account

Synchronize record types of your choice from your Salesforce cloud organization as KPIs in SalesScreen! Standard and custom objects/fields are supported as well as customizable filters to ensure tracking of the most relevant data. Updated data is either pulled every 5 minutes or pushed in real-time if the Salesforce object allows it.

33%
Increase in revenue
45%
Increase in activities
1 month
Investment return
SELF-ONBOARDING
  • Easy 2 step process for on-boarding with Salesforce
  • No Credit Card needed
  • On-demand support & self-service information available
  • Read-only access to your Salesforce account. We do not re-use or sell your data.
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Self onboarding - Salesforce

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