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Impact Labs: Service Match

By Salesforce Labs

Streamline how you find, make, and follow up on human services referrals.

No Ratings
Free  

Never requires payment

Try It
Requires
Sales Cloud
Service Cloud

Quickly refer clients to life-saving services through this free and open-source app. By using data already in your system, Service Match helps you spend less time researching services, and more time supporting clients to meet their goals.

  • Service Match Demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
ReferralRecommendations/Release 1.20.0
Listed On
02/16/2021
Latest Release
01/31/2023
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: 10
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 7
App Builder: 1
Community Builder: 0
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.13.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/10/2021

Additional Details

With Impact Labs Service Match, quickly refer clients to life-saving services. By recommending service providers based on data already in your system, Service Match helps you spend less time researching services, and more time supporting clients to meet their goals. *What’s Inside?* Service Match is a managed package leveraging core platform capabilities alongside custom objects. Service Match is a standalone app, meaning it doesn’t require anything but the core Salesforce platform to work. - Custom UI that displays your services information right alongside client contact information - A custom object to collect program and services data to make referrals - Customizable flows and scoring to adjust the matching algorithm so it suits your matching needs perfectly *Community Co-Creation* Service Match was created in collaboration with community members and designed to be open-source with community leadership. You can continue to contribute to its success by engaging on github to suggest enhancements based on your real-world feedback. To learn more about community collaboration through Impact Labs, visit Salesforce.org/ImpactLabs (http://salesforce.org/ImpactLabs)

Need help?

Salesforce Labs

San Francisco, CA, USA

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