Pro+Activities
By Prompt SoftechProductivity
- Rating
- 4.0
- Reviews
- 1
- Pricing
- Free
- Listed since
- 2019
About Pro+Activities
Activities made easy!
Define Templates:
The app allows to define four types of activity-templates.
1) Appointment: To create ‘Appointment’ for specific object records 2) Case: To create ‘Case’ for specific object records 3) Task: To create ‘Task’ for specific object records 4) Log a Call: To create ‘Log a call’ for specific object records
Run Templates:
The app provides the functionality of executing/running activity-templates on the respective objects to create specific activities. For a specific object, one or more activities can be created at a time by executing/running different activity-templates at the same time.
Highlights
- Main features of Pro+Activities app: > Increase productivity by using activity templates against your repetitive activities with standard Salesforce objects i.e. Account, Contact , Lead & Opportunity.
- > Similar to Email Templates in salesforce it provides solution for creating repetitive activities like Appointment, Case, Call, and Task with merge fields that let you quickly create activities that include field data from Salesforce records.
- > Define activity-template to create Appointment, Case, Log A Call & Task > Run/Execute multiple activity templates from Standard objects (Account, Contact, Lead, Opportunity) to create multiple activity records at a time.
Screenshots and videos
Image 1 of 10
Pricing
Free.
Compatibility
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on December 6, 2019
- Languages
- English
More Productivity apps
The most reviewed Productivity apps on the AppExchange, to compare before you choose.