Salesforce
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Product Details
- Overview
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Salesforce is a configurable cloud customer-relationship and application platform used to manage contacts, cases, communications, workflows, forms, service requests, fundraising, and other organization-specific processes. Education organizations may extend it with Education Cloud, nonprofit products, partner applications, or custom development.
Although Salesforce can exchange information with finance and payment applications, it is not itself a school financial-management ERP. The current record should identify the district’s actual Salesforce use case and move to CRM / Constituent Services, Workflow, or Application Platform rather than remaining in Financial Management.
- Features
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Relationship and case management
- Maintains configurable records for people, organizations, interactions, cases, and services.
- Supports communications, tasks, routing, and user-specific workspaces.
Workflow and applications- Builds forms, approvals, automations, reports, dashboards, and custom applications.
- Extends through partner applications and platform services.
Integration platform- Uses APIs, middleware, data services, identity tools, and connectors.
- Can exchange information with ERP, payment, communication, and other district systems.
- Support Options
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- Email •
- Phone •
- Web
- Company News
Salesforce is the world’s most trusted customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. With Customer 360, you can focus your employees on what’s important right now: stabilizing your business, reopening, and getting back to delivering exceptional customer experiences.
Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. With Customer 360, you can focus your employees on what’s important right now: stabilizing your business, reopening, and getting back to delivering exceptional customer experiences.
Salesforce is the world’s most trusted customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. With Customer 360, you can focus your employees on what’s important right now: stabilizing your business, reopening, and getting back to delivering exceptional customer experiences.
Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. With Customer 360, you can focus your employees on what’s important right now: stabilizing your business, reopening, and getting back to delivering exceptional customer experiences.
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