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Coconut Software: Embedded Appointment Scheduling for Banks and Credit Unions

By Coconut Software

Intelligent branch solution that streamlines advisors’ workflows

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Paid Add-On Required

Payment required for external services or products

Pricing Details

Industries: Financial Services

Business Need: Sales
Productivity
Finance

Requires: Sales Cloud

Compatible With: Sales Cloud
Service Cloud
Financial Services Cloud

More Details

Give advisors a seamless way to book and manage client meetings without leaving Salesforce. Trusted by 200+ banks and credit unions, Coconut's intelligent branch solutions helps you manage appointments with ease.

Coconut Software Demo

Overview

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Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Sales Cloud

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

Listed On: 02/10/2020

Supported Features Lightning Ready Optimized for Salesforce orgs that use Lightning Ready.: Lightning Ready

Languages: English
French
Spanish

Security

Learn more about the Security Requirements for AgentExchange Partners and Solutions.

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 Date

01/30/2020

Additional Details

►Embedded Scheduling in Salesforce: Give advisors a faster, simpler way to serve clients by booking, rescheduling, and managing meetings directly within Salesforce—no tab switching or duplicate entry required. ►Data Sync: Automatically sync every meeting, update, and cancellation between Coconut and Salesforce to keep client records accurate, complete, and always up to date—no manual work required. ►Integrated Calendar Scheduling: Eliminate scheduling conflicts with seamless synchronization between Salesforce, Outlook, and Google—ensuring every advisor’s calendar reflects real-time availability. ►Contact-Center Booking: Enable contact-center staff to book on behalf of advisors directly within Salesforce, reducing missed opportunities and helping clients get connected faster. ►Flexible Field Mapping: Configure how data flows between Coconut and Salesforce so staff, services, and branch information align perfectly for accurate reporting and clean client records. ►Customizable Advisor Dashboards: Equip advisors with clear, personalized dashboards that show upcoming appointments, client context, and key actions.

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