Google Data Studio Connector
Connects Salesforce Platform records and reports with Google Data Studio for dashboards and reporting.
Xappex LLCFree
BriefingEdge Integration
by BriefingEdgeSalesforceFreemium
Transfers Salesforce account, opportunity, and contact data to BriefingEdge and records briefing engagement details in Salesforce.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
What it does
The integration starts a BriefingEdge briefing request from Salesforce and fills in account, opportunity, and contact information. It sends opportunity updates to BriefingEdge for tracking values before and after a briefing. BriefingEdge can also send engagement data to Salesforce, where a Briefing-Center-Visit object records details such as date, location, type, and objectives, linked to related accounts, contacts, and opportunities.
Key capabilities
from the Salesforce AppExchange listingStart briefing requests
Creates a BriefingEdge request from Salesforce with related account, opportunity, and contact information.
Send opportunity updates
Queries Salesforce for opportunity updates and sends them to BriefingEdge for pre- and post-briefing value tracking.
Record briefing visits
Sends engagement details from BriefingEdge to Salesforce in a Briefing-Center-Visit object linked to associated accounts, contacts, and opportunities.
Who it's for
Sales teams can initiate briefing and customer engagement requests from Salesforce.
In the catalog
245 plugins in Salesforce Platform · Data and integration
Price distribution: 101 free, 26 freemium, 118 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«The BriefingEdge integration provides a convenient and accurate way for your sales team to initiate a Briefing/Customer Engagement request directly from Salesforce. The integration pull relevant account, opportunity, and contact information from Salesforce, and pre-populates it into the BriefingEdge request form …»