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AppDirect for Salesforce®

The Power of the Leading Subscription Commerce platform and Sales Cloud®

Overview

Make it easy for agents to sell your digital services by integrating flows between your AppDirect-powered marketplace and Salesforce. Accelerate time to close, lower your cost of acquisition and deliver better customer experiences.

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  • Maintain your Single Source of Truth Automatically lookup Account information in Salesforce and populate Company details in your marketplace. Or, export Company details from your marketplace to Salesforce to maintain your system of record.

  • Allow Agents to Operate Where they Know Best---Salesforce Work an opportunity within Salesforce and have that same deal information pass to your marketplace to create and finalize an opportunity, trigger provisioning and billing.

  • Access AppDirect's industry-leading subscription commerce CPQ capabilities Allow agents to initiate an opportunity within Salesforce but be redirected---single sign-on of course!---into the marketplace to finalize it.

  • Publish products in AppDirect and enable your Agents to leverage those to create and finalize opportunities within salesforce. Add, Update and convert Leads from AppDirect to Salesforce.

A native integration with Salesforce Sales Cloud® allows shared customers to sell and provision marketplace-based solutions directly within Salesforce. The connector enables Salesforce customers to integrate AppDirect into their existing business architecture, allowing sales agents to use their CRM of record while accelerating sales and growing revenue. The integration is ideal for mutual customers who need to sync account information across Salesforce and AppDirect—for example, companies that employ self-serve account signups—or users whose sales teams prefer to work with Salesforce Sales Cloud. The connector also allows customers to punch out of Salesforce and into their marketplace to take advantage of AppDirect's advanced configure, price, quote (CPQ) capabilities and close deals quickly. You can also push/update the products from your marketplace to salesforce and leverage those products while creating opportunities. Plus, you can deploy in next to no time. Your Salesforce Admin can configure the connector quickly and easily with out-of-the-box mappings, no coding required!

Categories

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