Read our instructional white-papers and learn how to implement many useful Salesforce features with the help of our apps.
Relationships, Servicing Clients & Practice Management
Page will be available in August 2023
- Learn how to set up, manage, and visualize:
- Family Practices
- Households
- Centres of Influence
- Communities of Practice
- And other hierarchal / two way / bi directional / reciprocal relationships in Salesforce.
Import & Export Data From Salesforce ( API Sync & CSV Exports)
- Transform your data in-flight, mapping fields seamlessly between systems
- Export Data from Salesforce to CSV files via email or through almost any JSON, & form-encoded API
- Push data to an external system on a schedule or trigger
- Initiate a pull from Salesforce through the included API
- Import Data into Salesforce from almost any JSON API
- Pull data from an external system on a schedule or trigger
- Initiate a push to Salesforce through the included API