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BriefingEdge Integration
Integrate Salesforce with your BriefingEdge system
Overview
Allow your sales team to request briefings and other customer engagements directly from Salesforce, pulling relevant account, opportunity and contact information into the BriefingEdge request form.
Initiate a briefing request from within Salesforce -- pulling relevant account, opportunity and contact info into the BriefingEdge request form.
Updates on opportunities automatically sent to BriefingEdge allowing the Briefing Program to report on pre vs post opportunity values and demonstrate the impact of the briefing in revenue terms.
Send Briefing/Event data from BriefingEdge back into Salesforce to track briefing engagements and enable Salesforce reporting on briefing activity.
The BriefingEdge integration provides a convenient and accurate way for your sales team to initiate a Briefing/Customer Engagement request directly from Salesforce. The integration pull relevant account, opportunity, and contact information from Salesforce, and pre-populates it into the BriefingEdge request form. Following a briefing, the integration can query back to Salesforce automatically and pull updates to opportunity information. This provides an easy way to track pre vs post briefing opportunity values in BriefingEdge, and demonstrate the impact of the briefing in terms of revenue. The interface can also send data back into Salesforce from BriefingEdge in a new Salesforce object called the Briefing-Center-Visit. This object tracks aspects of the engagement such as Visit Date, Location, Type, Objectives, etc... and also links to the accounts, contacts and opportunities associated with it.
Categories
- Business Needs
- Integration
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package