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Relate by Tact - Relationship Management

Starting at $1,400 USD per company per year

Discounts available for nonprofits

Rating

(0)

Listed On

10/13/2014

Latest Release

4/17/2017

CATEGORIES

Sales Intelligence
Simple but powerful relationship management

Relate is Tact’s answer to the clunky web-of-relationships problem that Salesforce has always had trouble addressing. Relate is a simple inline list that lives right on the Contact, Account and Opportunity record in your Salesforce screen.

  • Simple and intuitive relationship associations
  • Visualize how your Contacts, Accounts and Opportunities relate
  • Works in both Salesforce Classic and Lightning Experiences
Relate intuitively connects Salesforce standard objects to visualize your key introducers, influencers, partners and doers. ####A related list is built on the Account, Contact and Opportunity pages. Connections between records are shown in line, with relationships and matching reciprocal relationships connected to the target records. ####Relate gives administrators the ability to control relationship types, while also allowing users selected by an administrator to hold the same control.####Please use this page for the Installation Guide and User Guide: https://docs.google.com/presentation/d/1YsZbfFESnvsQJendrz_A5Ep-Tgz0MPbeJP_gaIoRGFM/pub?start=false&loop=false&delayms=3000

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, and Developer EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 5
  • Custom Applications: 1
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support Our team supports the application during normal business hours between 9am & 5PM MT. We support the out-of-the-box functionality of the package. Any custom development needs are not included.

303.532.5175

Additional Information

Package Name
Tact Relate
Version
Tact Relate / 2.39.0
First Release
10/13/2014
Latest Release
4/17/2017
Languages
Mogli SMS
Boulder, Colorado, US
Founded
2011
Phone
3037098403

Mogli accelerates scaling for businesses and impact organizations with text messaging, SMS-based surveys and intelligent, automated SMS conversations. ####We start by understanding what defines your success, strategy, culture and operations and then align your technology. We foster long term partnerships with our clients and work tenaciously to maximize your success.

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