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GoTo for Salesforce
Dazzle your customers and assist your agents with Salesforce & GoTo!
- Business Need
- Productivity
Assist your agents by providing the proper context to every interaction with GoTo. GoTo for Salesforce will equip your team to provide a personalized customer service experience, and take your sales and service teams to the next-level.
Compatibility
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- gotoconnect-integration/November 2022 1.98.0
- Listed On
- 08/23/2019
- Latest Release
- 02/21/2023
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsManaged 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: 10Custom Tabs: 1Custom Apps: 2
- Lightning Components
- Global: 1App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Assist your agents and dazzle your customers by providing context to every interaction with SalesForce Lightning and GoTo. With our Lightning integration your team will be equipped to provide a personalized customer service experience, and take your sales and service teams to the next-level. As calls come in from customers and potential customers GoTo for Salesforce will streamline your workflow by: Providing call notifications for incoming calls Giving context by populating the customer’s or lead’s SalesForce record Having the ability to create notes and schedule follow-ups Providing call logs to track agent performance and lead conversion through SalesForce reports and dashboards SalesForce, together with GoTo, will inspire confidence with your customers by providing your team with the information they need to win.
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