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Bidirectional Relationships & Notes - Service Clients In Real Time

By sfPlugins

Manage two-way relationships, client notes, custom menus, actions, and more

No Ratings
$50   USD/user/month
Try It
Industries
Financial Services
Healthcare & Life Sciences
Professional Services
Business Need
Productivity
Agent Productivity
Data Visualization
Requires
None
Compatible With
Sales Cloud
Service Cloud
Health Cloud

Manage relationships and service clients by tree or list. Roll-up object data for use in real-time client communication. Customize action menus per object. Start workflows, open accounts, etc. Create enhanced, searchable, private notes, and so much more.

  • Universal Bidirectional Relationships - Tree and List Views

Highlights

Manage bidirectional / reciprocal relationships and notes between any two accessible objects in Salesforce with a "Name" field. Explore via tree and list views and reports. Customize almost everything - colors, relationships, labels, and definitions.

Tooltips per relationship object: roll-up as many as ten standard or custom fields. Perfect for servicing clients in real time - with contact info, links, dates, preferences, engagement details and dates, locations, or client / account / financial data.

Create relationships for custom and built-in objects ( with an accessible Name field ), create families, households, centres of influence, networks, trees, and organizational hierarchies. Store relationship-notes of up to 5000 characters for each entry.

Provider Details

sfPlugins
Toronto, On, Canada

sfPlugins creates integration and empowerment tools so that SF admins can focus on delivering value to their business.

Pricing Details

Launch pricing

Default Plan

$50 USD/user/month

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