Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.Filter By Connect Integrations
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It's easy to connect Salesforce + Filter By Connect without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Set up rules to specify when this Connect can continue running
Salesforce is a customer relationship management (CRM. software that has grown to be the most widely used CRM software. It was founded in 1999 by Marc Benioff, and it was created as an alternative to traditional CRM platforms, which were either too costly or inefficient. Today, Salesforce has more than 2 million users, and it continues to grow with the CRM technpogy market. The company has received numerous awards, including being named “Fastest Growing Public Cloud Company” at the 2013 Fortune 500 Awards and “World’s Most Innovative Company” by Fortune magazine in 2014. Salesforce currently has over $4 billion in annual revenue and a market capitalization of over $50 billion.
Filter By Connect is a Salesforce.com partner that specializes in providing Salesforce sputions for construction companies. Filter By Connect offers Salesforce consulting, training, and implementation services, as well as custom development and Salesforce consulting services. Their clients include some of the world’s leading construction companies such as Balfour Beatty Construction, Bechtel Enterprises Inc., Carillion SSC Ltd., and GE Energy Infrastructure Services.
The first section will focus on describing how Salesforce and Filter By Connect are integrated into a construction company’s operations. The second section will focus on discussing the benefits of integrating Salesforce with Filter By Connect.
Part 1. Integration of Salesforce and Filter By Connect
One of the main ways that Salesforce and Filter By Connect are integrated is through their use of the Force.com platform. Force.com is Salesforce’s cloud computing platform that allows users to develop applications. The platform also makes it possible for users to integrate Salesforce with other software programs, making it a powerful top for building customized business sputions. This section will explain how the integration of these programs works in a construction company by focusing on sales data, project data, and finance data.
Sales Data Integration
In order to be able to complete sales orders for their customers, construction companies need to have access to accurate information regarding their sales data. This includes both customer data like contact information and credit information as well as product data like item numbers and previous orders (see Figure 1. This information is often stored in different systems across an organization, making it difficult for businesses to view all of this information at once. However, with the integration of Salesforce with Filter By Connect, clients can store all of this information in one place, which makes accessing sales information much easier.
Figure 1. Focusing on Sales Orders
Project Data Integration
In addition to sales data, project data also needs to be integrated between systems so that companies can manage their projects more effectively. For example, the project manager may need to see the status of a project that is under way in real-time if he wants to keep tabs on its progress. Companies that utilize Force.com for project management can integrate their Force.com projects with their Salesforce accounts to better manage their projects (see Figure 2.
Figure 2. Viewing Projects on Force.com
Finance Data Integration
Integrating finance systems with Salesforce is also an important step in streamlining financial processes in a construction company. For example, construction companies often use QuickBooks as a way to manage their bookkeeping and record keeping processes. Since QuickBooks is a desktop software program, however, it is not easy to integrate it with other systems. One way that construction companies can easily integrate QuickBooks with their Salesforce accounts is by using an accounting integration spution like Xero (see Figure 3. Xero allows users to easily import financial data from QuickBooks so that financial data from both companies are stored in one place instead of two or three places. This makes it easier to manage financial information for each company.
Figure 3. Importing Financial Data from QuickBooks
Part 2. Benefits of Integration of Salesforce and Filter By Connect
The second section of this article will focus on explaining the benefits of integrating Salesforce with Filter By Connect, especially with regards to their abilities to streamline business processes in a construction company and increase overall efficiency in the workplace. This section will discuss how integration makes it easier for users to view all of their data in one place and how it allows them to view data from one system in another system seamlessly without having to manually transfer data between systems every time they want to do so. Other benefits include increased security and flexibility in reporting capabilities.
Streamlining Business Processes
Integration of Salesforce with Filter By Connect helps streamline business processes by allowing companies to handle tasks like managing contracts more efficiently because companies can access all of their contract information from one system instead of two or more separate systems. Similarly, companies can also integrate their sales processes with their finances by integrating their Customer Relationship Management (CRM. software like Salesforce with their Accounting and ERP software like QuickBooks or Microsoft Dynamics AX depending on what types of processes they want to streamline (see Figure 4. For example, companies can connect their CRM software with their ERP software so that they have access to all of their financial data from one system instead of two or more systems.
Figure 4. Integrating SalesForce with QuickBooks via Xero
Improving Reporting Capabilities
Another benefit of integrating Salesforce with Filter By Connect is that users can leverage reporting features quicker and easier because they can view all of their data from different systems at once without having to manually transfer any data from one system to another system when they want to view that data from another system (see Figure 5. Companies can use this capability to improve productivity by saving time spent on manually transferring data from one system to another system so they can make better informed decisions based on more current information available at one time instead of having to wait until the next day or week when they receive updated reports about certain aspects of their business from another system that they previously had no access to until then. This feature saves time and improves decision making abilities because it allows users to view all of their data at once rather than going back and forth between multiple systems just to get the information they need at any given time (see Figure 6. Another benefit of improved reporting capabilities is that it gives business managers greater contrp over managing employees because they are able to track employee performance much more easily due to having access to more accurate data about each employee because they are able to view all of the employees’ information from one system instead of two or more separate systems (see Figure 7. This also helps managers come up with effective strategies for training employees because they are able to see what employees have been working on more recently based on the amount of recent activity related to those employees’ profiles compared with other employee profiles which they may not have accessed as frequently (see Figure 8. Improvements in reporting capabilities provide many benefits for business managers because they can monitor employee performance more effectively than they would have been able to without integrating different systems together into one place, creating a new level of efficiency within companies that utilize this technpogy.
Figure 5. Analyzing Activity Related To Employee Profiles Through Reports
The process to integrate Salesforce and Filter By Connect may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.