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VisitOps
The only full-featured visit/briefing management app native to Salesforce.
- Business Need
- Event Management
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
VisitOps simplifies the management of customer visits and briefings. Create visits, build agendas, invite and track presenters, send surveys and run reports. Visit and survey records instantly appear in Salesforce accounts, opportunities and contacts.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- VisitOps/CY2024-Q1(4.17.0) 4.17.0
- Listed On
- 02/18/2015
- Latest Release
- 02/14/2024
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf 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: 69Custom Tabs: 49Custom Apps: 2
- Lightning Components
- Global: 28App Builder: 6Community Builder: 0
- Languages
- English
Security
Additional Details
The VisitOps app empowers you and your visit team to design the process of your dreams. You no longer have to squeeze your process into a one-size-fits-all piece of software. From workflow rules and templates to task automation, VisitOps gives you the tools you need to bring your best ideas to life. •Leverage existing SFDC data to streamline the request process, improve data integrity and generate meaningful, high-impact reports •View room bookings and agenda sessions on the custom VisitOps calendar •Use Agenda Builder to click and drag sessions, invite and track presenters, customize topics and order catering •Add your branding and track pre-visit, post-visit and decision surveys for customers, presenters and visit owners •Use standard visit types for visits and briefings, events, community visits, off-site visits and internal meetings, or create your own •Standardize planning and operations at all visit locations •Utilize work dashboards to manage activities, level workloads and identify issues •Streamline communication using automated emails, tasks and approvals •Use Chatter for real-time conversations and planning •Seamlessly integrate suppliers into your process
Need help?
VisitOps
San Jose, CA
For new customers, Level 1 Support (phone or email) provided. Ongoing support options available. For more details, contact support@nexuscenter.io