TruVoice for Salesforce.com

Welcome to the feedback forum for our Salesforce.com Integration. This forum is where you can suggest ideas, post new feature requests and vote on other user’s suggestions specific to the Salesforce.com integration functionality.

Our Salesforce.com integration is temporarily unavailable while we evaluate improvements to our applications, Nominations and Competitors.

How can we improve our Salesforce.com Integration?

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  1. Addition to Nominations Settings

    Submitted on the behalf of Lori Manley: As a SFDC administrator, the ability for anyone to edit Account level information within the Nominations application is concerning. We would like the ability to dictate which fields are editable and which ones should be locked down.

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      0 comments  ·  Nominations  ·  Flag idea as inappropriate…  ·  Admin →
    • Add additional fields in the submit for review tab so clients can capture the custom field they need

      Some of our clients are asking if the submit for review tab will capture things like product type, region, sales team, and many other things they provide with their current sample that if provided through salesforce.com would have to be manualy added before they approve the piece of sample into the calling campaign.

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        1 comment  ·  Nominations  ·  Flag idea as inappropriate…  ·  Admin →
        under review  ·  Jessie Edwards responded

        We are working on custom field mapping functionality for TruVoice Nominations. With this feature the salesforce.com administrator will be able to customize the fields of information that will be included in the sample submission from Salesforce.com to TruVoice.

      • Allow Opp ID to flow with sample submitted via Nominations

        Also, create a field in Profiler tiles to include that Opp ID instead of having to put it in the opp name.

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          0 comments  ·  Nominations  ·  Flag idea as inappropriate…  ·  Admin →
        • Inform sales rep if sample has been rejected

          If submitted sample has been rejected in Horizon by a program administrator, the SFDC user that submitted the sample is sent a notice about the rejection. Users could also be notified if sample was accepted.

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            0 comments  ·  Nominations  ·  Flag idea as inappropriate…  ·  Admin →
            started  ·  Jessie Edwards responded

            We are including a submission indicator as part of TruVoice Nominations. The indicator will show if and when an opportunity has been submitted, accepted, rejected, or moved to another division/program

          TruVoice for Salesforce.com

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