Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
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.
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Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Triggers the moment a new account is created.
Triggers when a new attachment 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.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Create a new attachment (max 25 mb)
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.
Updates a existing record.
Daylite is a web-based top that enables users to keep track of contacts and account information, learn about services and products, and initiate tasks and projects. It helps you manage the relationships with your customers and prospects. The focus of Daylite is on managing contacts and relationship data. You can organize and maintain contact information and related files and documents in Daylite and then access those documents from various other programs such as Microsoft Word, Excel, Outlook, Salesforce, and Google Apps. Daylite also acts as a central repository for all your customer-related data which you can access from anywhere using any device.
Salesforce is a software-as-a-service (SaaS. company providing enterprise cloud computing for sales and marketing departments. Salesforce offers customer relationship management (CRM. and other business applications including custom apps and analytics software. The company’s platform consists of Force.com (for application development), Heroku (for cloud application deployment), Force.com App Cloud (for consumer mobile apps), Chatter (social network), Communities (enterprise social networking), SalesforceIQ (for data analytics), and Lightning (a framework for building multitenant mobile apps.
Salesforce also has a plan called Sales Cloud, which includes a number of business applications, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Community Cloud, App Cloud, Data Cloud, and Einstein which are integrated with Daylite to create a seamless experience. It is a combination of different integrated technpogies that enable an organization to run smoothly from a single dashboard. You can view the complete list of features at https://www.salesforce.com/us/developer/features/.
It allows easy sharing of information between the two systems without navigating the two individual dashboards. It also eliminates the need for redundant data entry by enabling to create a contact once in Daylite and then access it from Salesforce. It reduces the overall time taken to manage clients by automating repetitive tasks associated with it. It allows automatic syncing of updates between Daylite and Salesforce. It also gives access to preformatted templates from Salesforce if the user wishes to create a new record or update an existing one from there. It also allows to schedule recurring items directly from the record which has been created in Daylite. It allows cplaboration between users from different locations because both systems are accessible from anywhere via internet on any device. It also allows users to see which customers are working on what task or project at any given time.
The integration of Daylite with Salesforce proves to be beneficial for both customers as well as businesses. Organizations can now provide better services with less errors. They can deliver more value to customers by reducing response times by having real-time visibility into customer accounts.
The process to integrate Daylite and Salesforce 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.
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