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Eagleview for Salesforce • Connector for Managing Reports Inside Your CRM

Effortlessly order, upgrade, and retrieve Eagleview reports in Salesforce

Overview

Order, upgrade, and access Eagleview reports seamlessly within Salesforce. Store all Eagleview reports in your org and streamline your company's interaction with Eagleview services using the intuitive Eagleview Integration app.

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See How Eagleview for Salesforce • Connector for Managing Reports Inside Your CRM Works

  • ✅ Order Eagleview Reports Directly from Salesforce Including Submission and Tracking Report Types: - Bid Perfect™ & Bid Perfect™ Commercial; - Premium Residential & Commercial; - Inform Essentials+ for Commercial.

  • ✅ Upgrade Reports with a Click - Upgrade existing reports to premium versions without the need for manual intervention; - Ensure access to the most detailed and comprehensive property insights.

  • ✅ Retrieve Reports Automatically - Reports are delivered directly into Salesforce and stored within the relevant records; - Set up automated retrieval processes to eliminate delays and manual downloads.

  • ✅ Admin-Friendly Setup & Configuration - Quick and straightforward installation process; - Easily configure API connections, permissions, and automated scheduling through the intuitive admin panel.

Eagleview for Salesforce is a powerful Salesforce-native application that enables seamless interaction with Eagleview services. With this app, users can effortlessly order, upgrade, and retrieve Eagleview reports without leaving their Salesforce environment. By automating and centralizing report management, the solution enhances operational efficiency and ensures all Eagleview data is securely stored within your Salesforce org. Why Choose Eagleview Integration for Salesforce? Eliminates the need for external logins or manual data transfers. Saves time and improves workflow efficiency for teams relying on Eagleview reports. Ensures data consistency and security by keeping all reports within your Salesforce org.

Categories

Business Needs
Sales
Productivity
Customer Service
Industries
Agriculture & Mining
Energy
Engineering, Construction, & Real Estate
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder

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