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Varasi Ops Helper - Bulk Actions, Productivity, Automation, Best Practices

By Varasi Inc

Empower Business Users to Drive Salesforce Best Practices and Adoption

No Ratings
Free  

Never requires payment

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Business Need
Productivity

Varasi Ops Helper is a business productivity tool that enables business users drive best practices and adoption using Salesforce automation and bulk operations without developer support. It is an automation tool for business users.

  • Varasi Ops Helper Overview

  • Varasi Ops Helper Simple Plan

  • Varasi Ops Helper Multiple Filters Example

Highlights

Setup actions (create case, create tasks, send email etc.) on filtered set of records with business user friendly UI. As easy as creating List Views. * Bulk actions for Sales productivity * Automations as easy as creating a List View

Simulate your plans before execution. Execute now or Schedule a recurring plan without needing any developer skills. * Simulate before execution * One time execution or scheduled run * Recurring execution * Automate repetitive tasks

Examples of use cases you can accomplish: * Change ownership of Accounts and opportunities after a re-org * Setup tasks to conduct deal review of deals greater than a certain amount * Create cases for contract renewals coming in next quarter

Provider Details

Varasi Inc
Foothill Ranch, California, USA
Founded
2015
Website
Email
Phone
949-878-7411

Varasi is a consulting firm helping clients build stronger customer relationships leveraging the Salesforce Platform. We serve growing, mid market commercial customers. We specialize in Sales, Service, Platform core products from Salesforce along with some Industry specific solutions. We are most relevant for customers who see Salesforce as a connected platform for their business beyond individual products, appreciate the pitfalls of a rushed scoping and implementation.

Pricing Details

Free

You can fully use this solution without payment.

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