Sales Force Integration in Dash SaaS

Introduction

Revolutionize your sales strategy with our all-encompassing SalesForce Module, designed to optimize every aspect of your sales process. With dedicated themes for Contact Organization, Opportunity Tracking, Lead Management, Account Management, and Case Management, our module offers a tailored solution for every stage of the sales lifecycle. Efficiently organize your contact database and track opportunities from inception to closure, empowering your team with critical deal insights and revenue forecasting capabilities. Seamlessly capture, qualify, and convert leads into opportunities, ensuring a smooth transition through the sales pipeline. With a comprehensive lead, account, and case-handling functionalities, our suite provides a centralized hub for efficient sales operations and decision-making. Elevate your sales strategy to new heights with our SalesForce Module and unlock the full potential of your sales team.

Workflow

Installation

Step 1: Super Admin Access:

• Make sure your super admin has access to your system before you do anything else.
• Go to the “add-on manager” area of the super admin dashboard.
• To start the setup procedure, click the “+” (Module Setup) button.
• You will be asked to upload the ZIP file for “Sales Force.”
• Don’t forget to enable the module after the setup is complete so that other people can buy it.

Step 2: Company Login Access:

• Once the super admin enables the Sales Force Add-On, company admins can proceed to purchase it and gain access.
• Start by heading to the “subscription plan” page and select the relevant “usage plan.”
• Locate the Sales Force Add-On and complete the purchase process.

Step 3: How to use the Sales Force Add-on.

• Once you purchase the add-on, find out the sales force module in the sidebar.
• The first page is for accounts where you can see the list of accounts and each detail regarding it like account name, website, and phone, and you can also edit it whenever you want. You can also create a new account whenever you want by clicking on the “+” button.
• The second page is for contacts where you can see the list of contacts and also add the contacts whenever you want.
• Similarly, you can also add the opportunities, leads, cases, and tasks and view their lists whenever you want.
• The last page is for system setup, where you will have to add the consumer key, and consumer secret so that you can easily add all the things that are mentioned above.
• With the help of this link, you can learn how to generate the consumer key and consumer secret key: https://developer.salesforce.com/