MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Bidirectional Relationships & Notes - Service Clients In Real Time

By sfPlugins

Manage two-way relationships, client notes, custom menus, actions, and more

No Ratings
$50   USD/user/month
Try It
Industries
Financial Services
Healthcare & Life Sciences
Professional Services
Business Need
Productivity
Agent Productivity
Data Visualization
Requires
None
Compatible With
Sales Cloud
Service Cloud
Health Cloud

Manage relationships and service clients by tree or list. Roll-up object data for use in real-time client communication. Customize action menus per object. Start workflows, open accounts, etc. Create enhanced, searchable, private notes, and so much more.

  • Universal Bidirectional Relationships - Tree and List Views

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Health Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Essentials

App Details

Version
Reciprocal Relationships Manager and Tree View/REL-FEB11-R0-1.32 1.32.0
Listed On
09/08/2023
Latest Release
02/11/2025
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: 11
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 14
App Builder: 5
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 Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/25/2023

Additional Details

Manage and explore reciprocal relationships between any two accessible objects with a "Name" field in tree and list views. Relationships your way: Connect custom and built-in objects, create families, households, centres of influence, networks, trees, and organizational hierarchies. Unleash the power of the relationship: roll-up as many as ten standard or custom fields per object. Hover over a relationship to see vital information from the underlying record. Copy, paste, and click directly from the app - perfect for servicing clients and relationships in real time. Customize your the relationships: choose your own colors, relationship types, labels, and definitions. Create custom menu actions for your relationships and service clients in realtime. Create enhanced, searchable, rich notes. Restrict note visibility by role or permission group. Visit sfPlugins.com for a demo today!

Need help?

sfPlugins

Toronto, On, Canada

Other ResourcesTerms & Conditions