首页扩展程序 SFshare - Custom Salesforce Connector

SFshare - Custom Salesforce Connector

提供方： YourSuite

效率 31 位用户

插件简介

SFshare shares data between your SFDC instance and any webapp

Latest updates:
- Print attachment list
- File Management: push files from any web app project to related SFDC objects and browse SFDC attachments;
- Full attachment support from your SFDC Sidebar: browse external archives of files related to a SFDC record and access instantly to their download links;
- New icons and visual improvements ;
- New "More" button connects to related Salesforce Accounts and Opportunities;
- Compatibility with SFDC Classic & Lightning;
- Extensible support to additional apps;
- Bug fixes and performance improvements.

Connect your favorite web apps (such as on-boarding platforms, webmail products, customized portals) to your CRM. 
Take advantage of several real-time functionality to access and share Salesforce (R) standard and custom objects with any external service. Assign roles and basic permissions, enhance user experience, validate data before storing it in Salesforce. Since v. 1.1, you can avoid copying your Company data to unreliable and non-real-time custom fields of 3rd party services: sharing is better! Increase your privacy, protect your data!

Features:
1) Salesforce project lookup directly from your favorite external web apps;
2) Customizable area to edit your SFDC data within external web apps;
3) Real-time field validation;
4) Real-time dedicated Apex RestResource for additional SFDC data validation;
5) 3rd party custom field section replacement;
6) Project summary Grid view;
7) Contact sharing;
8) Print/Export options;
9) Easy configuration to set permissions and add/remove shared fields from a simple SFDC table;
10) Additional pop-up functionalities including:
--- Latest external platform project listing and quick access;
--- Multi-instance simultaneous management;
--- SFDC pending project report;
--- Latest successfully-pushed SFDC project report;
--- Multi-instance full disconnection;
--- Quick manual field definition refresh;
--- Attachment area with tools to easily push files to SFDC (live logs and error management included);
--- Onboarding Platform Theme Support (under development);
11) Sidebar for Salesforce includes:
--- Quick summary of external related records;
--- Aggregation of all important information in one place, simplifying your SFDC experience by reducing the number of tabs you need to monitor data from different sources;
--- Quick links to access external related records for faster browsing;
--- Quick access to attachments and download links.

Coming soon:
- Salesforce Standard Object Extended Lookup from any webapp.