Salesforce

Salesforce empowers teams to be more productive, customer-focused, data-driven, and innovative. With the Salesforce for AuditDashboard integration, teams can automate workflows and sync data, driving mission-critical work forward across their entire firm.

Ensure accuracy and completeness without manually entering data in multiple systems by integrating  Salesforce with AuditDashboard.

For example, you can:
‍

• ‍Create Client Companies in AuditDashboard when you create Companies in Salesforce‍
• Update Client Company properties in AuditDashboard when you update Company information in Salesforce‍
• Create Engagements in AuditDashboard when you update deal stages in Salesforce‍
• Add users to Engagements in AuditDashboard when you add users to deal in Salesforce‍
• Update Engagement details in AuditDashboard when you update data properties in Salesforce
• And more…

To learn more about reducing your administrative overhead or to get started with the Salesforce for AuditDashboard integration, Connect with a Workflow Specialist.

About Salesforce
Salesforce is the world’s leading customer relationship management (CRM) platform, helping businesses of all sizes connect with their customers, streamline operations, and drive growth. Founded in 1999, Salesforce offers cloud-based solutions for sales, service, marketing, and more — to deliver a complete view of the customer and foster business success.