Improve Salesforce user productivity and data quality without ...
STUDIO FOR SALESFORCE
Improve Salesforce user productivity and data quality without programming Companies often choose Salesforce to give their sales and service teams increased agility and flexibility in the sales and service life-cycle. Soon after the deployment of Salesforce though, there are a broad range of requirements for maintaining the quality of master or transactional data. Accounts, territories, price-books, opportunities, quotes and tasks are often quickly identified as areas where data requires ongoing maintenance. The greatest challenges with Salesforce then become maintaining large amounts of existing data and creating new data efficiently and effectively. IT tools and free data maintenance tools exist that allow you to extract, transform and upload data back into Saleforce, but these tools are often not made available to business users. Winshuttle Studio for Salesforce helps to alleviate any dependency on IT for the maintenance of Salesforce data by giving business users secure, robust and reliable tools to maintain their own data all from the familiarity of Microsoft Excel.
Key benefits • Connects Excel data with Salesforce business scenarios • Allows users to extract and maintain single records or perform mass data changes in Salesforce • Accelerates data maintenance tasks in Salesforce without programming • Empowers business users to perform data maintenance tasks • Improves business master and transactional data quality • Data maintenance tasks are simplified for Salesforce users
Winshuttle Studio for Salesforce comes with an easy to use field mapper that interacts directly with Excel for accelerated process automation
Watch a demo, download white papers, find case studies, and more: salesforce.winshuttle.com
STUDIO FOR SALESFORCE Whether you are an advanced Salesforce user or a beginner, you will find that Winshuttle Studio for Salesforce is an invaluable tool for extracting, maintaining and creating your critical Salesforce data for Sales and Service.
Successful and error events are shown in real-time in Excel alongside the data that you are creating or maintaining in Salesforce
Winshuttle Studio for Salesforce is the perfect add-on for Microsoft Office users who also use Salesforce and are responsible for the maintenance or creation of data records in Salesforce. Winshuttle Studio for Salesforce supports the following common use cases from Microsoft Excel, as well as many more: • Lead management • Customer management • Promotion management • Opportunity management • Quotation management • Order management • Service & support management • Marketing campaign management • Territory and quota management • Your customized scenarios… For additional information, please visit salesforce.winshuttle.com. Salesforce, Force.com, Sales Cloud, Service Cloud, Chatter and others are trademarks of salesforce.com, inc. and are used here with permission.
Key features • Bidirectional interaction with the Salesforce Org. • Supports the upload of data as displayed in Excel, without the need to export to CSV or text format. • Enables data validation before upload • Guided data entry with contextual field lookup using the Org. picklists • Instant Query to modify before update the objects • Supports Master-Child relationships for upload and download (e.g. Account and Contacts) • Allows all Salesforce objects maintenance, standard or customized • Enforces Salesforce user authorizations • Allows preparing uploads (or downloads) centrally and running them by end users
Empowering People | Making Heroes Founded in 2003, Winshuttle is a global company with sales and support offices worldwide. For more information about Winshuttle solutions or to contact a representative near you, please visit www.winshuttle.com.
©2014 Winshuttle, LLC. All rights reserved.
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Improve Salesforce user productivity and data quality without programming Companies often choose Salesforce to give their sales and service teams increased agility and flexibility in the sales and service life-cycle. Soon after the deployment of Salesforce though, there are a broad range of requirements for maintaining the quality of master or transactional data. Accounts, territories, price-books, opportunities, quotes and tasks are often quickly identified as areas where data requires ongoing maintenance. The greatest challenges with Salesforce then become maintaining large amounts of existing data and creating new data efficiently and effectively. IT tools and free data maintenance tools exist that allow you to extract, transform and upload data back into Saleforce, but these tools are often not made available to business users. Winshuttle Studio for Salesforce helps to alleviate any dependency on IT for the maintenance of Salesforce data by giving business users secure, robust and reliable tools to maintain their own data all from the familiarity of Microsoft Excel.
Key benefits • Connects Excel data with Salesforce business scenarios • Allows users to extract and maintain single records or perform mass data changes in Salesforce • Accelerates data maintenance tasks in Salesforce without programming • Empowers business users to perform data maintenance tasks • Improves business master and transactional data quality • Data maintenance tasks are simplified for Salesforce users
Winshuttle Studio for Salesforce comes with an easy to use field mapper that interacts directly with Excel for accelerated process automation
Watch a demo, download white papers, find case studies, and more: salesforce.winshuttle.com
STUDIO FOR SALESFORCE Whether you are an advanced Salesforce user or a beginner, you will find that Winshuttle Studio for Salesforce is an invaluable tool for extracting, maintaining and creating your critical Salesforce data for Sales and Service.
Successful and error events are shown in real-time in Excel alongside the data that you are creating or maintaining in Salesforce
Winshuttle Studio for Salesforce is the perfect add-on for Microsoft Office users who also use Salesforce and are responsible for the maintenance or creation of data records in Salesforce. Winshuttle Studio for Salesforce supports the following common use cases from Microsoft Excel, as well as many more: • Lead management • Customer management • Promotion management • Opportunity management • Quotation management • Order management • Service & support management • Marketing campaign management • Territory and quota management • Your customized scenarios… For additional information, please visit salesforce.winshuttle.com. Salesforce, Force.com, Sales Cloud, Service Cloud, Chatter and others are trademarks of salesforce.com, inc. and are used here with permission.
Key features • Bidirectional interaction with the Salesforce Org. • Supports the upload of data as displayed in Excel, without the need to export to CSV or text format. • Enables data validation before upload • Guided data entry with contextual field lookup using the Org. picklists • Instant Query to modify before update the objects • Supports Master-Child relationships for upload and download (e.g. Account and Contacts) • Allows all Salesforce objects maintenance, standard or customized • Enforces Salesforce user authorizations • Allows preparing uploads (or downloads) centrally and running them by end users
Empowering People | Making Heroes Founded in 2003, Winshuttle is a global company with sales and support offices worldwide. For more information about Winshuttle solutions or to contact a representative near you, please visit www.winshuttle.com.
©2014 Winshuttle, LLC. All rights reserved.
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