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ChannelFlows

By CloudCodiots LLP

Align, discover, and co-sell into accounts with your channel partners!

No Ratings
Starting at $5,000   USD/company/year
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Business Need
Sales Intelligence

Leverage ChannelFlows to source more deals, maximize values, & sustain growth! We are a secure data gateway to increase the flow of critical data with your channel partners. We accelerate account mapping, discovery, insights into new MQLs, & more!

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
ChannelFlows/CF 1.16 1.16.0
Listed On
07/20/2022
Latest Release
07/20/2022
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
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: 13
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 14
App Builder: 1
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.
1.16.0
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.
07/18/2022

Additional Details

ChannelFlows eliminates floating excel sheets with your channel partners and standardizes the flow of data that could be critical to co-selling processes. Once you and your partner(s) are onboarded and mutually accept the connection, admins can create workflows that scale their CRMs’. Each workflow request specifies: 1. Receive or Share – Is this a request to share or receive information? 2. Automated or Manual - Will account owners initiate the share, or data will passthrough automatically once parameters are met? 3. Parameters – What conditions must be met between you and your partner? 4. Desired Information – What data fields would you like to see or share when these conditions are met? 5. Method of Delivery – Would you like this delivered via email or straight into SFDC? Example: Company A wants to Automatically Receive your AE Email Address in SFDC when Account Domains match. Workflow requests must be mutually approved before taking effect. Once in effect, ChannelFlows app works on a regular basis – scanning for parameters and returning desired functions.

Need help?

CloudCodiots LLP

Delhi, India

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