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Ahmed Nassar
Business Problem:
Currently, Users cannot edit Salesforce fields directly within respond.io. This limitation forces teams to switch between platforms, leading to inefficiencies, inconsistent data, and fragmented workflows.
Desired Outcome:
  • Direct Salesforce Field Editing:
    Enable users to edit Salesforce contact fields directly from respond.io.
  • Improved Data Consistency:
    Ensure changes made in respond.io are reflected in Salesforce
Use Cases:
  • Seamless Salesforce Updates:
    A sales rep updates a customer's status directly in respond.io, and the change syncs instantly with Salesforce.
The Current Workaround:
  • Manually switching between respond.io and Salesforce to edit contact details.