appbuddy cloud

Working across multiple instances of Salesforce does not have to be a problem

AppBuddy Cloud for Multiple Salesforce® InstancesThe productivity platform users love and IT trusts.

Simplify complex work across multiple Salesforce instances

In today’s complex enterprise world, e�iciently managing the customer experience is critical, and yet becoming more challenging. Providing a seamless customer experience can directly impact customer satisfaction, buying decisions, and overall customer retention. Operational processes that support the customer experience — from lead generation, to pipeline management, to supporting a customer a�er the sale — o�en require data from multiple business domains so that the myriad of Salesforce users can successfully do their job.

However, getting a single working view of a customer becomes even more complex when companies have to work with data from multiple Salesforce instances. Whether it’s by design or circumstance — because of a merger or the legacy implementation of siloed instances of Salesforce — navigating data in multiple Salesforce instances can be extremely challenging and results in loss of productivity, reduced data quality, and frustrated users.

AppBuddy Cloud is a productivity platform that simplifies the complexities of combining data from multiple Salesforce instances into a seamless user experience. Salesforce users can significantly increase their productivity for any process by staying in a single, simple interface where they can view, edit, and update all the data they need without navigating to multiple instances or click-heavy screens.

Regardless of the number of Salesforce instances you need to work with, AppBuddy Cloud enables users to be significantly more productive, working in the context of a single screen inside Salesforce. Built using the AppBuddy Productivity Platform used by over 1,000 organizations today, AppBuddy Cloud adopts a proven, standardized user interface to ensure every user can work with any data set quickly and e�ectively.

The most productive interface for working with your Salesforce data

Instead of wrangling data into insecure spreadsheets that live outside of Salesforce, AppBuddy Cloud works directly against Salesforce data where it lives — no data syncing or copying required. You can easily connect to data in multiple Salesforce instances to build actionable views for any process, and users securely access that data according to the user permissions you already have defined in Salesforce.

Keep your data in Salesforce where it belongs

Users with varying roles and geographies can benefit from their own custom views that present only the fields and actions they need.

Customize for any user group

IT organizations worldwide use the AppBuddy Productivity Platform to quickly deliver best-in-class, secure productivity solutions quickly, while still working within IT’s structured development process. AppBuddy Cloud can be configured to streamline the most complex Salesforce-to-Salesforce processes with just a few clicks. AppBuddy Cloud also includes several integration points, and developers can incorporate their own custom coded logic.

Point-and-click configurable, and code friendly

AppBuddy Cloud’s Multi-Object Architecture

Data does not live in a vacuum, and instead is given significance and meaning through its interrelationships with other data. AppBuddy Cloud is built from the ground up to support multiple Salesforce objects together in one view, while handling all the requirements necessary to enable users to conduct transactional business processes against hundreds of records simultaneously. This means that you are able to query, cross-reference, filter, and sort multi-object data sets just like in a sophisticated reporting tool. AppBuddy Cloud then takes it a step further by enabling users to edit and take powerful actions against that data in the same view at a fraction of the time compared to performing the same actions in the native Salesforce user interface.

Quickly work with opportunities and related data from the multiple Salesforce instances that result from mergers or acquisitions.

Example use cases for AppBuddy Cloud

Easily consolidate opportunity and product data from multiple Salesforce instances into one actionable view for forecast management and visibility.

Map accounts from multiple Salesforce instances, and manage all the moving parts of complex account plans in one e�icient interface.

Create a 360 degree view of customer data across multiple Salesforce instances to break down data silos and provide a better customer experience.

Meet compliance requirements to keep data in multinational organizations in separate Salesforce instances while providing an integrated, actionable view.

appbuddy cloud

Copyright © 2017 AppBuddy Inc., All rights reserved

AppBuddy is an industry leader in productivity solutions that simplify complex work, taking the enterprise systems you already have and intelligently turning them into applications that users love and IT trusts. The AppBuddy Productivity Platform is used by hundreds of organizations worldwide to improve pipelines, shorten sales cycles, and realize faster revenue conversion.

1-877-648-5437 | info@appbuddy.com | www.appbuddy.com |

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