Salesforce

Features

Connect the Field to your Office

• Seamlessly coordinate information between departments in your business and keep your operation running at maximum efficiency

Automatically Create a Dispatch for Closed Opportunities

• Allow your sales team to dispatch necessary details automatically once an opportunity is closed, so other teams can do their part to help your customers

Pre-populate GoCanvas Forms with data

• Allow your mobile users to have the latest Salesforce contacts appear in their GoCanvas forms on their devices

Upload Documents Automatically

• Automatically attach GoCanvas form submission documents to your customer accounts in Salesforce to eliminate data entry errors or forgotten documents