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 aTeam Member Role
in the Account record.Case Assigned Notifications
will alert an employee when they are assigned as theCase Owner
in the Case record.Opportunity Assigned Notifications
will alert an employee when they are assigned aTeam 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.

Sales quote approvals
Accelerate the sales approval process with the Sales Approvals app.
Enable managers to view and sign off on quotes from within Workgrid.
Notify quote submitters when there is a status change to their request.

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 aTeam Member Role
in the Account record.Case Assigned Notifications
will alert an employee when they are assigned as theCase Owner
in the Case record.Opportunity Assigned Notifications
will alert an employee when they are assigned aTeam 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.

Sales quote approvals
Accelerate the sales approval process with the Sales Approvals app.
Enable managers to view and sign off on quotes from within Workgrid.
Notify quote submitters when there is a status change to their request.

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 aTeam Member Role
in the Account record.Case Assigned Notifications
will alert an employee when they are assigned as theCase Owner
in the Case record.Opportunity Assigned Notifications
will alert an employee when they are assigned aTeam 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.



Featured Integrations
Simplify actions with everyday enterprise systems with the help of Workgrid integrations.