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Keep employees informed of changes to customer relationship management (CRM) records.

Salesforce Starter Apps Available

Starter apps are out-of-the-box apps ready to install and use immediately by customers. Starter apps can also be customized to a customer's specific needs with Workgrid's app builder.

Notify employees of CRM assignment updates

The CRM Assignments app helps keep your sellers and customer account reps informed of changes to customer relationship management (CRM) records. The app sends three different notification types:

Account Assigned Notifications
will alert an employee when they are assigned a
Team Member Role
in the Account record.
Case Assigned Notifications
will alert an employee when they are assigned as the
Case Owner
in the Case record.
Opportunity Assigned Notifications
will alert an employee when they are assigned a
Team Member Role
in the Opportunity record. Out of the box, it will only send a notification when the recipient is different than the record modifier (so you're not sending yourself a notification after you update a record with your own name). Any app feature can be modified to your preferences.

Sales Updates App

Keep employees informed on sales opportunities.

Notify employees when a new opportunity has been created or an opportunity stage has been changed.
Include dynamic information from the opportunity record such as the account name, account ID, opportunity amount, probability, and stage name, right within the notification.

Notify employees of CRM assignment updates

The CRM Assignments app helps keep your sellers and customer account reps informed of changes to customer relationship management (CRM) records. The app sends three different notification types:

Account Assigned Notifications
will alert an employee when they are assigned a
Team Member Role
in the Account record.
Case Assigned Notifications
will alert an employee when they are assigned as the
Case Owner
in the Case record.
Opportunity Assigned Notifications
will alert an employee when they are assigned a
Team Member Role
in the Opportunity record. Out of the box, it will only send a notification when the recipient is different than the record modifier (so you're not sending yourself a notification after you update a record with your own name). Any app feature can be modified to your preferences.

Notify employees of CRM assignment updates

The CRM Assignments app helps keep your sellers and customer account reps informed of changes to customer relationship management (CRM) records. The app sends three different notification types:

Account Assigned Notifications
will alert an employee when they are assigned a
Team Member Role
in the Account record.
Case Assigned Notifications
will alert an employee when they are assigned as the
Case Owner
in the Case record.
Opportunity Assigned Notifications
will alert an employee when they are assigned a
Team Member Role
in the Opportunity record. Out of the box, it will only send a notification when the recipient is different than the record modifier (so you're not sending yourself a notification after you update a record with your own name). Any app feature can be modified to your preferences.

Create custom apps

Workgrid makes building new apps easy with a no-code app builder that enables users to accelerate the delivery time of new apps and integrations from weeks to hours with a visual drag-and-drop interface.