MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

BriefingEdge Integration

By BriefingEdge

Integrate Salesforce with your BriefingEdge system

No Ratings
Paid Add-On Required  

Payment required for external services or products

Business Need
Integration

Allow your sales team to request briefings and other customer engagements directly from Salesforce, pulling relevant account, opportunity and contact information into the BriefingEdge request form.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
This app is available to companies who are currently contracted with BriefingEdge to manage visits in their Briefing Center, Customer Visit Center, or Trade shows.

App Details

Version
BriefingEdge/BriefingEdge4.31.RELEASE 4.31.0
Listed On
04/17/2020
Latest Release
03/04/2022
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: 12
Custom Tabs: 4
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.
4.31.0
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.
04/02/2020

Additional Details

The BriefingEdge integration provides a convenient and accurate way for your sales team to initiate a Briefing/Customer Engagement request directly from Salesforce. The integration pull relevant account, opportunity, and contact information from Salesforce, and pre-populates it into the BriefingEdge request form. Following a briefing, the integration can query back to Salesforce automatically and pull updates to opportunity information. This provides an easy way to track pre vs post briefing opportunity values in BriefingEdge, and demonstrate the impact of the briefing in terms of revenue. The interface can also send data back into Salesforce from BriefingEdge in a new Salesforce object called the Briefing-Center-Visit. This object tracks aspects of the engagement such as Visit Date, Location, Type, Objectives, etc... and also links to the accounts, contacts and opportunities associated with it.

Need help?

BriefingEdge

HENDERSONVILLE

Support Phone828.338.2066
Other ResourcesEmailTerms & Conditions