Free For BriefingEdge customers, there is no extra charge for the interface to Salesforce.
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.
This app is available to existing BriefingEdge users at no additional cost.
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.