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.
senangPay
senangPay Payment Gateway Integration offers a secure environment for online transactions, ensuring the safety of both businesses and customers. Utilizing advanced encryption and fraud prevention measures, you can trust that your transactions are fully protected. This gateway supports multiple payment methods, providing customers with the convenience they expect.
View More
AI Document
AI Document harnesses the power of OpenAI AI technology to generate unique content, images, and code while ensuring it is free from plagiarism.
View More
Insurance Management
Streamline your insurance operations effortlessly with our comprehensive module in Dash SaaS. From client management to policy administration, access all your insurance-related tasks in one centralized dashboard, ensuring efficiency, accuracy, and compliance at every step.
View More
3 reviews for SalesForce – Dash SaaS Add-On
| 5 star | 66% | |
| 4 star | 33% | |
| 3 star | 0% | |
| 2 star | 0% | |
| 1 star | 0% |
Comments
You must be logged in to post a comment.
There are no comment yet.
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