Mobile App: Salesforce Integration
complete
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Business Problem:
Currently, the mobile app does not provide access to Salesforce data such as contact details from Salesforce. This limitation forces users to switch between platforms to retrieve important information, leading to inefficiencies and slower response times during customer interactions.
Desired Outcome:
Enable users to view Salesforce contact information seamlessly within the mobile app, allowing for streamlined workflows and faster decision-making without leaving the platform.
Use Cases:
Sales agents accessing Salesforce data to enhance efficiency and ensure faster response times.
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complete
You can now view Salesforce Contact properties in the mobile app! Plus, tap to copy details for easy sharing and open profiles directly in Salesforce.
🚀 Learn more here
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Shi Hui
in progress
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planned