Secure API Credential Setup for Full Access
To get started with the Sales Force Add-On, simply enter your Salesforce API credentials, your consumer key and consumer secret on the System Setup page. This one-time setup securely connects your Salesforce account to the platform, allowing seamless access to your sales data. Once connected, your information, including accounts, leads, opportunities, contacts, tasks, and cases, will sync automatically in real time. This means your team will always have the latest updates at their fingertips without needing to switch tools or manually update records.
Built for Fast-Moving Sales Teams
The Sales Force Add-On is made for busy sales teams who need to move fast and stay organized. It brings all your important sales tools like accounts, contacts, leads, deals, tasks, and support cases—into one simple, easy-to-use place. This means your team can quickly find what they need, respond faster, and work better together. Whether you're following up with new leads or handling big deals, this tool helps everyone stay on the same page and focus on closing more sales.
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
Discover More Add-Ons
Unlock even more functionality with additional Add-Ons, providing enhanced networking and customization options for your Dash SaaS experience.
Diet & Nutrition Consultant
Maintaining a well-balanced diet is essential for a healthy lifestyle, and managing diet plans for multiple clients requires an efficient system. The Diet & Nutrition Management Add-on in Dash SaaS provides a complete solution for nutritionists, dietitians, and wellness professionals to handle everything from diet planning to client consultations.
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BitPay
The API Key Settings Page for BitPay Integration allows you to securely connect your application or website with the BitPay payment gateway. By configuring your API keys on this page, you enable your platform to interact with BitPay services, providing seamless payment processing and transaction management.
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Internal Knowledge (KB)
An internal knowledge base is a company-made resource consisting of process documents and tools that members of the organization need to do their jobs properly. Its purpose is to mitigate organizational, technical, and learning difficulties often faced within companies that limit productivity.
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Fatora
The Fatora payment gateway integration in Dash SaaS revolutionizes your payment processing, allowing you to handle transactions with ease and efficiency. Whether you're managing online sales, service payments, or subscriptions, Fatora's intuitive interface ensures that all payments are processed swiftly and securely.
View More3 reviews for SalesForce – Dash SaaS Add-On
| 5 star | 66% | |
| 4 star | 33% | |
| 3 star | 0% | |
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Contact Us for Support :
-
You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
- Answer pre-sale questions or query
- Answering technical questions about item's features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
However, item support does not include:
- Customization services
Check Documents & Tutorials
Design is modern and responsive
No issues with updates and compatibility
Features bring efficiency