FilePulse for Contract Lifecycle Management
Increase visibility, receive notifications and never miss an important File
Overview
Following multiple documents, attachments, records, and contracts can be a challenge. FilePulse allows you to never miss a beat by receiving automatic notifications (Task, Chatter Post, Email Alert) with each new version or upload!
See How FilePulse for Contract Lifecycle Management Works
Never miss an important file with clear visualization, FilePulse displays tasks on your Salesforce® homepage. Send and receive updates as necessary. Notifications are customizable and streamlined.
Your users have the ability to manually opt-in on records through the easy-to-use interface. FilePulse assists with staying on top of all important files - mitigating email monitoring, manual notifications, and manually check for file updates.
Notification Teams: Admins can set up notification teams on a configured a solution and add users to be notified based on the record’s criteria. You can set it and forget it, while your team will receive instant notifications.
For Salesforce® users who rely on files and attachments, FilePulse is for you! FilePulse for Contracts (CLM) is designed for the standard Contract object or a Third Party Managed Custom Contract Object. As FilePulse sends custom alert notifications, users can manage multiple files types with ease! Get to know how FilePulse can work for you by reading the Data Sheet below or watching our YouTube videos. Admins can set up global notification teams to be notified when new file versions or new files have been added to an object’s record. Additionally, users have the ability to opt-in for notifications on any configured object. Customized notifications come in the way you want them as email, chatter, or task, and even right on your Salesforce® homepage. Having access to FilePulse alerts will help you streamline your processes, increase productivity and give all users the peace of mind they deserve. FilePulse works with any third-party contract solution built in Salesforce including Conga, DocuSign, IronClad, and many more.
Categories
- Business Needs
- Contract Management
- 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