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Work Trail - The Path to a More Collaborative Salesforce®

Keep your team on the right path, remove roadblocks & boost collaboration!

No Ratings
$15   USD/user/month
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Industries
Horizontal Product
Consumer Goods
Financial Services
Business Need
Productivity
Customer Service
Collaboration
Requires
None
Compatible With
Sales Cloud
Service Cloud
Financial 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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Work Trail/Work Trail v1.2 1.2.0
Latest Release
10/29/2025
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile
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: 6
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 1
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/02/2025

Additional Details

With Work Trail's advanced notes, you can create different types of notes, customize their statuses, and choose background colors. What sets Work Trail apart? It allows you to display notes from related child records at the parent record level. For example, you can display notes from Cases, Opportunities, and other standard/custom objects at the Account level. You can quickly define sets of tasks to display when viewing records with Custom Task Sets. Display different Task Sets for a record as it moves along its lifecycle, or just a standard set of tasks for records with a particular object type or field value. Once task sets are configured, you can mark them complete with just a single click!

Need help?

Passage Technology

Lake Forest, Illinois, United States

https://www.passagetechnology.com/contact-us

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