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Citrix Ready Product Image / Logo

Integrate with Salesforce for anywhere access to leads, accounts, opportunities, cases, and contracts.

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Compatible with

  • Citrix Microapps Service
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This integration is developed by Citrix

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Workspace service Dependency

  • Citrix Microapps Service

19 Microapps

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Accounts

Search for, view, and edit accounts. Account Assigned To You (Existing) notification: When the owner of an account is changed, the new owner receives a notification. Account Assigned To You (New) notification: When a new account is assigned to a user, they receive a notification. Account Detail page: Provides a view of an account with details including contacts and a link to contact details. Contact Detail page: Provides a read only view of a contact with details. Edit Account page: Provides a form for submitting edits to an account. My Accounts page: Provides a personalized list of accounts.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Cases

Search for, view, and edit cases that are assigned to you. Case Assigned To You (Existing) notification: When the owner of a case is changed, the new owner receives a notification. Case Assigned To You (New) notification: When a new case is assigned to a user, they receive a notification. New Case Related To Your Account notification: When a new case is created that relates to a users account, they receive a notification. Account Detail page: Provides a view of an account with details including contacts and a link to contact details. Case Detail page: Provides a view of a case and a button for opening the edit page. Contact Detail page: Provides a read only view of a contact with details. Edit Case page: Provides a form for submitting edits to a case. My Open Cases page: Provides a personalized list of cases that are assigned to a user.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Contacts

Search for, view, and edit contacts. Contact Assigned To You (Existing) notification: When the owner of a contact is changed, the new owner receives a notification. Contact Assigned To You (New) notification: When a new contact is assigned to a user, they receive a notification. Contact Detail page: Provides a view of a contact and a button for opening the edit page. Edit Contact page: Provides a form for submitting edits to a contact. My Contacts page: Provides a personalized list of contacts.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Contracts

Search for, view, and edit contracts. Contract Updated notification: When a detail of a contract is changed, the owner of the contract receives a notification. Expiring Contract notification: When a contract passes a defined threshold before or after its end date (for example, 3 days by default), the owner receives a notification reminder. New Contract For Activation notification: When a new pending contract activation approval request is assigned to a user, they receive a notification. Account Detail page: Provides a view of an account with details including contacts and a link to contact details. Contact Detail page: Provides a read only view of a contact with details. Contract Detail page: Provides a view of a contract and a button for opening the edit page and activating the contract. Edit Contract page: Provides a form for submitting edits to a contract. My Contracts Pending Activation page: Provides a personalized list of contracts pending activation.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Account

Create a new account. Create Account page: Provides a form for submitting a new account.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Case

Create a new case Create Case page: Provides a form for submitting a new case

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Contact

Create a new contact Create Contact page: Provides a form for submitting a new contact.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Contract

Create a new contract. Create Contract page: Provides a form for submitting a new contract.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Event

Create a new event. Create Event page: Provides a form for submitting a new event.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Lead

Create a new lead. Create Lead page: Provides a form for submitting a new lead.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Opportunity

Create a new opportunity. Create Opportunity page: Provides a form for submitting a new opportunity.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Task

Create a new task. Create Task page: Provides a form for submitting a new task.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Events

Search for, view, and edit events. Event Reminder notification: When an event passes a defined threshold before or after its activity date and time (for example, 1 hour by default), the owner receives a notification reminder. Account Detail page: Provides a view of an account with details including contacts and a link to contact details. Contact Detail page: Provides a read only view of a contact with details. Edit Event page: Provides a form for submitting edits to an event. Event Detail page: Provides a view of an event and a button for opening the edit page. My Events page: Provides a personalized list of events.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Leads

Search for, view, edit, and convert leads. Lead Assigned To You (Existing) notification: When the owner of a lead is changed, the new owner receives a notification. Lead Assigned To You (New) notification: When a new lead is assigned to a user, they receive a notification. Convert Lead page: Provides a form for converting a lead. Edit Lead page: Provides a form for submitting edits to a lead. My Active Leads page: Provides a personalized list of leads.

Citrix Ready Product Image / Logo

Last updated:

January 11, 2020

Opportunities

Search for, view, and edit opportunities. Opportunity Assigned To You (Existing) notification: When the owner of an opportunity is changed, the new owner receives a notification. Opportunity Assigned To You (New) notification: When a new opportunity is assigned to a user, they receive a notification. Account Detail page: Provides a view of an account with details including contacts and a link to contact details. Contact Detail page: Provides a read only view of a contact with details. Edit Opportunity page: Provides a form for submitting edits to an opportunity.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Pending Account Approvals

Search for and approve or reject accounts. New Account For Approval notification: When a new account is submitted for an actor’s approval, they receive a notification. Approve Account page: Provides a form for approving or rejecting an account. My Pending Account Approvals page: Provides a personalized list of pending account approvals and links to the approval page.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Pending Contact Approvals

Search for and approve or reject contacts. New Contact For Approval notification: When a new contact is submitted for an actor’s approval, they receive a notification. Approve Contact page: Provides a form for approving or rejecting a contact. My Pending Contact Approvals: Provides a personalized list of pending contact approvals and links to the approval page.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Pending Contract Approvals

Search for and approve contracts. New Contract For Approval notification: When a new contract is submitted for an actor’s approval, they receive a notification. Approve Contract page: Provides a form for approving or rejecting a contract. My Pending Contract Approvals: Provides a personalized list of pending contract approvals and links to the approval page.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Tasks

Search for, view, and edit tasks. Task Reminder notification: When a task passes a defined threshold before or after its activity date and time (for example, 1 hour by default), the owner receives a notification reminder. Account Detail page: Provides a view of an account with details including contacts and a link to contact details. Contact Detail page: Provides a read only view of a contact with details. Edit Task page: Provides a form for submitting edits to a task. My Open Tasks page: Provides a personalized list of tasks. Task Detail page: Provides a view of a task and a button for opening the edit page.