-
Need help finding Salesforce Apps for building a pipeline workflow.
Seeking suggestions for Salesforce Apps that can:
- allow custom process workflow (e.g., 20-step process for each Opportunity/Deal)
- automatically send emails to task owners if critical date is missed
- ability to view all Opportunities in a pipeline report
Thanks in advance.
-
1 Reply
-
Hi Jeffrey,
You can check out Process Comoser App on AppExchange.Following is the link for the same :
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000058f6JEAQ
Thanks.
Log In to reply.
Popular Salesforce Blogs
Top 5 Important Benefits of Salesforce CRM
Customer focus and a customer-centric strategy are critical components of building a holistic environment where customer information may converge. By connecting key business areas like…
Salesforce Visualforce – Select Record Using Radio Button
Hey! Here we are going to learn how to show the contacts related to account and select the account using radio button with Visualforce Page.…
Navigating the Salesforce Data Migration Maze: Best Practices and Configuration Tips
The word “Migration” is always associated with shifting something to other places where accuracy, safety, and speed are of utmost importance. However, when it comes…
Popular Salesforce Videos
EPC and CPQ in Salesforce Industries (Vlocity)
Enterprise Product Catalog (EPC) to configure and manage CPQ in one place. It's a guided selling experience for users to build an order. While CPQ…
How can Salesforce Field Service Help in Providing a Better Customer Experience?
Salesforce Field Service Management automates and optimizes the work of field service workers (agents, dispatchers, mobile technicians). It is part of the Service Cloud and…
2020 Salesforce Admin Certification - Lightning Knowledge Base Setup
A Salesforce Admin Certification is the highest form of recognition a Salesforce Administrator can achieve; it demonstrates expertise in the field as well as a…
