Salesforce Platform: Salesforce Connect integrates and access data from other Salesforce orgs and external sources with point-and-click simplicity.
Salesforce Platform: Salesforce Connect integrates and access data from other Salesforce orgs and external sources with point-and-click simplicity.
Customer Reviews
User in Financial Services
Advanced user of Salesforce ConnectI like how easy it is for my entire company to house their client info/interactions in one place. It is so easy to use and easy to input information.
How specific you need to be in spelling. If I'm looking up a client, sometimes I may be off a letter and the client does not show up. I would prefer if it gave all similar names as well in order of accuracy of spelling.
Go for it! It is so easy to use - and the ability to make client communication consistent is so helpful.
Consistency in communication! We are able to see all interactions these clients have had with others in the company so we are able to either get them in contact with the same person -- or just continue where the last person left off.