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Boss Insights

By Boss Insights Inc.

Seamless access to your business customers' data within your CRM

No Ratings
Free  

Never requires payment

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Industries
Financial Services
Professional Services
Business Need
Marketing
Analytics
Finance
Requires
Sales Cloud
Compatible With
Sales Cloud

Qualify, engage and support your business clients with streamlined workflows and actionable insights based on standardized Open Finance datasets. Provide a seamless customer onboarding process for your business clients and smoothly sync data with your CRM

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Bossinsights/ver 2.1 2.1.0
Listed On
02/29/2024
Latest Release
02/29/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/28/2024

Additional Details

Our Salesforce Connector is a powerful tool facilitating seamless access to business customers’ data within your Customer Relationship Management (CRM) system. This tool has been designed to integrate smoothly with Salesforce, to provide real-time access to crucial customer data. The Salesforce Connector also automates the invitation sending process, saving time and ensuring that no potential lead is missed.

Need help?

Boss Insights Inc.

Toronto

https://docs.bossinsights.com/support/

Support Phone+18445792777
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