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Work Trail - The Path to a More Collaborative Salesforce®
Keep your team on the right path, remove roadblocks & boost collaboration!
$15 USD/user/month
- Industries
- Horizontal ProductConsumer GoodsFinancial Services
- Business Need
- ProductivityCustomer ServiceCollaboration
- Requires
- None
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
Work Trail provides a seamless interface for users to improve collaboration. Create notes with different types, statuses, and background colors. Easily view notes for related records. Customize which tasks to display for different types of records.
Highlights
Display Notes From Related Records - Configure which child object notes you want displayed at the parent record level. See a holistic picture for all the work that has been performed.
Enhanced Notes - Create and customize notes by type, status, and background color so they can be identified at a glance.
Pin Notes - Keep important information top of mind.
Custom Task Sets - Define which Tasks should be performed for various objects and/or types of records. Make it easier for your sales, support, and other teams to see the correct tasks for each record and take action!
Passage Technology's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Passage Technology
Lake Forest, Illinois, United States
Since 2008, Passage Technology has been the trusted provider of easy-to-use native Salesforce apps and high-quality development services, empowering over 27,000 customers with administration and project management tools, as well as custom business solutions. Admins can take more off their plate with our apps Rollup Helper, Lookup Helper, and Data Quality Helper. Improve project management and other business processes with Milestones PM+, Prioritization Helper, and Work Trail. Passage Technology is a registered Salesforce Consulting Partner, an original AppExchange Partner, and an Inc. 5000 company headquartered in Lake Forest, Illinois.
Pricing Details
Per User Pricing
$15 USD/user/month
Free trial available for 14 days