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BriefingSource

By EchoVision, LLC

Where successful briefings begin!

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Free  

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Business Need
Productivity
Requires
Sales Cloud

The BriefingSource wizard will provide sales with an efficient and simple way to request access to their Corporate Executive Briefing Center programs. It's easily configured and customized without SFDC IT support. Enable and empower your sales team.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
BriefingSource/1.82 1.82.0
Listed On
01/20/2016
Latest Release
06/21/2026
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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
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: 27
Custom Tabs: 5
Custom Apps: 2
Lightning Components
Global: 6
App Builder: 2
Community Builder: 1
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.
1.63.0
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.
02/27/2023

Additional Details

The BriefingSource wizard will provide sales with an efficient and simple way to request access to their Corporate Executive Briefing Center programs. A briefing with Executives and Subject Matter Experts is a key sales tool for moving an opportunity forward through the sales cycle. The BriefingSource wizard provides an intuitive way of capturing the information needed by an Executive Briefing Programs and passes along key information about the account and opportunity that briefing participants will require to make the meeting effective. The BriefingSource wizard provided two way integration to move valuable information between SFDC and BriefingSource. The wizard can be customized and configured without IT support, so updates are easy and quick to implement. The BriefingSource wizard provides sales teams with up-to-date details about progress and planning stages of their requests. It will also provide management with reporting and tracking of all revenue generating opportunities that touch your briefing programs. The BriefingSource wizard will combine two Best of Class applications for closing revenue opportunities.

Need help?

EchoVision, LLC

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