Integrate Salesforce with Asset Panda

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Asset Panda

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About Salesforce

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.

About Asset Panda

Asset Panda is a tool to help you manage and track the value of your assets. It combines almost total customizability with excellent support for mobile devices, reporting, and even cloud connectivity.

Want to explore Salesforce + Asset Panda quick connects for faster integration? Here’s our list of the best Salesforce + Asset Panda quick connects.

Explore quick connects
Connect Salesforce + Asset Panda in easier way

It's easy to connect Salesforce + Asset Panda without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Asset

    Triggers when a new asset is added.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Asset

    Creates a new asset.

How Salesforce & Asset Panda Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Asset Panda as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Asset Panda.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Asset Panda

Salesforce

Salesforce is a cloud computing company based in California, United States. Salesforce operates on the Cloud and is a customer relationship management platform that helps customers and businesses to share information, manage activities and execute processes. Other than this, it also helps businesses to build stronger relationships with their customers, employees and suppliers. It also offers various software products such as Sales Cloud, Service Cloud, Marketing Cloud, AppExchange and more. Salesforce was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, Frank Dominguez and John Dillon in the year 1999.

Asset Panda

Asset Panda is one of the leading companies for the asset management industry. The company was founded by Richard Baxter in the year 2013 and is headquartered in the United Kingdom. Since its inception, Asset Panda has been growing at a fast pace. The company is working towards helping asset managers with the right tops to help them be more efficient in their work. In 2017, Asset Panda won the Gpd award for “Most Innovative Property Software Provider” at the Real Estate Awards.

Integration of Salesforce and Asset Panda

Both Salesforce and Asset Panda are customer relationship management platforms. Both of these companies have started integrating their platforms to provide better services for their customers. This integration will help both the companies and their customers to perform their activities faster and efficiently. This integration can be beneficial for property management companies as well. With this integration, property managers can get an overview of their entire infrastructure along with the financial status of their business from one place. This makes their work easier as they can easily keep track of everything. They can make informed decisions about their investments and business strategies. Along with this, they can get access to real-time data as well which will help them plan future strategies effectively.

Benefits of Integration of Salesforce and Asset Panda

Integrating these two platforms will help both the vendors and customers in many ways. Let us look at some of the benefits:

More effective analysis. With an integration of these platforms, users will be able to get access to more detailed information regarding their assets. This data can be used to analyze various aspects such as current condition of assets, possible future risks, financial status of assets and more. This analysis can help the users make better decisions about their asset strategies. This decision-making process will be easier for them as they will not have to depend on multiple platforms for different tasks. They will find it easy to get all crucial information from one platform. Customer service enhancement. With this integration, customers of both the companies will be able to enjoy excellent customer service from salesforce.com. In addition to this, they will be able to get access to 24/7 support from Asset Panda. This will help them get their problems spved in a quick and efficient manner. Better cplaboration. The integration of these two platforms will help users communicate with each other better than before. Users can share important documents such as reports, presentations and files. Furthermore, they can also chat with each other during meetings and conferences which will help them enhance their cplaboration skills. Easy workflow management. With this integration, users will no longer have to waste time looking for certain information on different platforms. They will be able to get everything they need from one place which will make their workflow management easier than ever before. Improved compliance. With this integration, users will be able to maintain compliance easily as they can easily keep track of all the mandatory documents related to compliance in one place only which will make it easy for them to maintain compliance effectively. Extensive feature set. Many companies that use both these platforms often complain about the fact that there is no single platform which provides an extensive feature set. With an integration of these two platforms, users will be able to access more features from one platform which will make their work easier as they won’t have to waste time searching for different features on different platforms anymore. Improved user experience. This integration will help users improve their overall user experience as they won’t have to go through bunch of steps just to get access to basic information about their assets or customers. They will be able to access everything from one place only which will help them save a lot of time in getting basic information about customers or assets. Cost-effectiveness. The cost-effectiveness of this integration is another advantage that cannot be ignored by any means as it would allow users to manage various aspects of their business at much lower costs than before while providing them with better results than they expected earlier. This advantage can be enjoyed by both vendors and customers when they implement this integration successfully.

From the above discussion, we can see that integrating Salesforce and Asset Panda together can prove to be beneficial in many ways. Having said that, let us look at some ways through which we can implement this integration successfully:

The process to integrate Salesforce and Asset Panda 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am