Salesforce and @task Integration
The @task Salesforce.com™ integration helps companies achieve on-time fulfillment, satisfied
customers, and increased revenue.
Fulfillments Fast-Track
@task's new Salesforce.com integration allows Salesforce.com users to participate in @task project creations, fulfillment
processes, and workflows.
This new integration permits teams to define customizable templates for fulfillment. These templates represent processes
that begin when your sales team closes a deal, or an opportunity hits a milestone stage. The Saleforce.com integration
helps companies achieve on-time fulfillment, satisfied customers, and increased revenue.
Requirements
- @task Enterprise License
- Any Salesforce.com Edition (must have one custom application available)
How the @task Salesforce.com Integration Works
1. Download and install @task Salesforce.com integration
|
Click to view
|
Download and install the @task Salesforce.com integration from the Salesforce.com
Appexchange™. After the @task Salesforce.com integration is installed,
use the integration to begin fulfillment processes.
|
2. Close the opportunity
|
Click to view
|
Close the opportunity and begin using the @task Salesforce.com integration to create an @task project.
|
3. Create @task project in Salesforce.com
|
Click to view
|
Click "new" in the opportunities tab to create a new project (project creation is also found
in the Contacts and Accounts tabs).
|
4. Fill out @task project creation form in Salesforce.com
|
Click to view
|
Fill out project descriptions and project details in the @task project creation form. In
the figure to the left, the cursor is highlighting a customized template attached to the project.
These templates are imported during the installation process of the @task Salesforce.com
integration.
|
5. Locate project created in Salesforce.com in @task
|
Click to view
|
Once you save the newly created @task project in Salesforce.com, the project
appears instantaneously in @task to begin the fulfillment process.
|
6. Receive project status updates
|
Click to view
|
Salesforce.com users receive project status updates with the progress of the project in @task.
|
@task Salesforce.com integration. Welcome to fulfillments fast-track
|
