App Template
Salesforce Sales Updates
Notify employees of opportunity status changes.
Sales Updates App Details
Keep employees informed of changes to customer relationship management (CRM) records.
Sales opportunity updates
Keep employees informed on sales opportunities with automated alerts when a new opportunity has been created or an opportunity stage has been changed.
Technical Details
App features can be modified for your preference.
Integration Details
The Sales Updates app was designed with the Salesforce CRM API v1.0
This app template may be customized for alternate integrations using Workgrid's no-code builder.
API Details
Requirements:
Salesforce Sales Cloud Enterprise Edition or Professional Edition with API support
Administrator privileges (contact your system administrator for help if you do not have privileges)
For the best user experience, please ensure each Opportunity record includes these fields, or modify the template to make it work for your organization.
Endpoints:
Account Id
Account name
Probability
Opportunity Amount
Stage name
User ID
User Name
Support and Documentation
For more information please visit: Salesforce Documentation
Build custom apps with Workgrid
Workgrid makes building new apps or editing existing app templates easy with our no-code app builder, enabling users to easily build and modify apps with a visual drag-and-drop interface.
