Salesforce Automation & Integrations

Salesforce is a software company that makes cloud-based software for businesses of all sizes. They also make the #1 customer relationship management (CRM) application in the World.

As a cloud-based software solution, there is no software to set up and configure. You can just log in and start using it. However, if you are larger company, there can be quite a bit of work involved in getting your organization up to speed with Salesforce.

If that is the situation you find yourself in, the team at O Clock Software can help you. We have a great deal of experience implementing Salesforce in organizations of all sizes in industries of all types.

O Clock Software Salesforce Integration Tasks

Salesforce automation services

O Clock Software has experience with the following Salesforce integration tasks.

Fundamentals

  • Salesforce setup
  • Email template management
  • Email settings
  • Objects like cases, contacts, accounts...
  • Adding fields for objects such as cases and contacts
  • Validation rules
  • Assignment rules
  • Escalation rules
  • Buttons, links, and actions for objects
  • Auto-response rules
  • Email-to-case
  • Live chat integration
  • Quick text for live-agent queues
  • User management
  • Setting roles for users
  • Data Import and Export
  • Reports

Module Customization

  • Apex classes and triggers

Third Party Integration

  • Click tools - survey integration
  • Ring Central integration

Featured Client Projects

Client Testimonals

Locations

imageUNITED STATES

O CLOCK SOFTWARE INC,
192 ATHENS AVE,
CLOVIS, CA 93611
Ph. : 1-559-477-4988

imageSINGAPORE

9, Ubi Link,
#04-18 Kawah Building,
Singapore 408549
Ph. : +65 8161 3917

imageINDIA

#1, 8th floor, 'A' Wing Parsn manere,
442, Anna Salai, Chennai
Tamil Nadu, India - 600 006
Ph. : +91-44-42089942 | 91-44-28279942

Get Started with your Salesforce Integration Today

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