Integrate Salesforce with Formatter By Connect

Salesforce is a cloud based top that helps sales representatives track their leads and make orders. It is used by many organizations for maintaining the leads, managing the orders, managing the customers, and for an effective and productive team. Salesforce has one of the best API which allows third party applications to use the data of Salesforce in a better way to make their work easier. Formatter By Connect is one of those applications which allows the users to create invoices, reports, and statements using Salesforce data. The integration between Salesforce and Formatter By Connect will improve sales of any company because it will allow them to manage their business easily and quickly.

Integration of Salesforce and Formatter By Connect

Formatter By Connect is a cloud based application which is used to create invoices, statements, and reports using data from Salesforce. Formatter By Connect works with MS Office and creates the documents using templates that are already available on the platform. The application is easy to use and can be used by anyone as it is very user friendly. Apart from creating invoices, statements, and reports, it also allows users to send invoices through email, print out the invoices, and export the invoices in PDF format as well. The application is compatible with Android phones as well as iOS phones. The application runs smoothly on all these devices without any glitches or lags.

Benefits of Integration of Salesforce and Formatter By Connect

The integration of Salesforce and Formatter By Connect allows its users to create professional invoices, statements, and reports using simple steps. The application reduces the time span required to create these documents as the users don’t have to manually enter each piece of information into the application. They just have to select the fields that they want to include in their documents from Salesforce. The integration between Salesforce and Formatter By Connect allows its users to save time which they can use for other work related tasks. If someone wants to export any data from Salesforce, he/she can do so by using Formatter By Connect. The integration between Salesforce and Formatter By Connect will also reduce the manual labor required to create these documents manually as it automates the process of creating these documents. It will help companies maintain their records in a better way which will help them in keeping a track of their data using a single platform.

Through this article I have tried to explain how integration of Salesforce and Formatter By Connect can improve the sales of any company. The integration of Salesforce and Formatter By Connect will allow companies to keep track of their sales data in a better way and help them make their business more successful and profitable.

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