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Anytime Data Capture for Standard Sales Objects

Helps users input standard sales object data anywhere, anytime.

Overview

  • Accessibility: Can capture data anywhere in a LWC or quick action can be used for these 4 Salesforce objects. Sales representatives can put data into Salesforce the second they get it with the quick access to this tool.

  • Ease: The Anytime Data Capture LWC provides a super-intuitive flow that walks the user right through creation. The user has the option to create as many records as they'd like (of these 4 object types) before closing the LWC.

  • Dynamic/Configurable: The user can configure which fields are shown for the picklist value selected through field sets on each object. Field set names correspond with options from the first picklist selection in each of the creation flows w/in the LWC.

Anytime Data Capture covers the creation of the 4 main SF sales objects, which you can do anywhere an LWC can go. Users may want an easy solution to quickly input data, for example a home page, and this is easily accommodated. The best feature of this app is that you can add the LWC to a digital experience, meaning users can input data quickly from a URL (saving you cost on SF licensing). Two main benefits of this free app are ease of use and the ease of access for users inputting data. An Administrator can also control which fields are shown to the user during creating of each object. This is done through tweaking field sets from this package on each of these sales objects (Lead, Contact, Account, Opportunity). The field set names correspond to the first picklist field values for each object creation flow in the LWC. For example, let's say you want to create an Account. Only one picklist field is shown after selecting the Account. Fields are shown (from field sets you can configure) based on the match between the user's first field selection and if it matches a field set. The default field set is shown during creation if a field set is not matched to the picklist selection.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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