Overview
Salesforce helps businesses of all sizes grow revenue, automate tasks and make smarter decisions so you can grow your business faster, from anywhere.
- Lead Management
- Account & Contact Management
- Sales Opportunity Management
- Pipeline & Forecast Management
- Workflow Rules & Automation
- Customizable Reports & Dashboards
- Mobile Application
How Tonkean Works With Salesforce
Orchestrate any process that involves Salesforce. Actively monitor any of the listed entities to drive business processes. Trigger flows based on entity values or changes, and incorporate data from these entities into your workflow. Automate actions such as creating or updating any entity as well as any of the listed actions.
Entities
Cases
Accounts
Opportunities
Tasks
Campaigns
Actions
Create Lead
Create Opportunity
Create Campaign
Create Contact
Create Task
Examples
Active Implementation Tracking
REQUIRED DATA SOURCES
AE Checklist for Knowledge Transfer
REQUIRED DATA SOURCES
Automatic Triage
REQUIRED DATA SOURCES
Create a Training Curriculum
REQUIRED DATA SOURCES
Create Customer Account
REQUIRED DATA SOURCES
Create Support Accounts
REQUIRED DATA SOURCES
