Scratchpad at its core is Google Chrome extension that syncs data from Salesforce into a customized, stripped down interface. It’s gaining rapid popularity in the Salesforce world and for good reason. While we know and love Salesforce for its breadth of features and complexity, we sometime know it can be a little too complex. That’s where Scratchpad comes in, as it basically strips out the externalities of Salesforce and hones in on what makes Salesforce so powerful in the first place — the ability to stay on top of your entire pipeline. Scratchpad offers an intuitive interface that gives you a daily home base where you can keep track of notes, tasks and get a birds eye view on your entire pipeline. The best part is that all this can be shared with your entire team and then synced back to Salesforce so you and your colleagues are not working in a silo. Let’s take a deeper dive into what Scratchpad can do for you and your Salesforce organization.
When you first open up Scratchpad and connect your Salesforce account, you would be warranted in thinking “that’s it?” The interface is very simple, and you will only see four tabs, “Home”, “Notes”, “Tasks” and “Pipeline” and two icons, “Calendar” and “Inbox”
Your “Home” tab will give you a little moment of zen with the time and a friendly greeting.
The “Notes” tab will give you a very familiar notes experience, especially if you have ever used Apple’s built-in Notes app. Take notes as you go about the day and then selectively link the note to Salesforce where it can be saved to any record. On top of that, you can also share notes with colleagues within Scratchpad or turn any note into a template where you can customize it over and over again.
In the “Tasks” section, you will find just that - tasks. Daily tasks, overdue tasks and pending tasks not actioned yet. All directly synced from Salesforce. This means that you can confidently close and update tasks in Scratchpad without ever opening Salesforce, knowing that they will be synced with the correct records.
Finally you have the “Pipeline” tab, that is inarguably the most powerful tab in Scratchpad. In Pipeline, you can access pretty much every bit of information held within Salesforce. This includes Opportunities, Accounts, Contacts, Leads and Events. If you have ever used Notion or Airtable, this extremely customizable interface will be very familiar. Choose which fields you want to see; filter, group and highlight records and most importantly save all of these table customizations so your colleagues can see exactly what you see. The real power of Pipeline emerges once you start creating and adding views. Views allow you to create a new table or even a new Kanban board. Then you can save these views for your entire team or select roles in your team.
Imagine a scenario where you have a new sales rep on your team and you want to hone in what they can and can not enter for an opportunity, just to avoid any issues of adding in extraneous information in the wrong area. Simply create a “New Sales Rep” view and pick and choose which fields they can read and write to. In Salesforce, this would be a little convoluted as you would need to modify permissions, roles and even their layout. In Scratchpad, all you need to do is share the view link and then ask them to save the layout in their own Scratchpad. That’s it…you don’t need to get your Salesforce Admin involved at all.
Salesforce is a necessity to use Scratchpad, there’s no getting around that. We love that because at the end of the day, we love Salesforce! But we also know that it’s not the most beginner friendly interface for someone who’s bread and butter is sales but may be coming over from Hubspot or another competing CRM. We also know that sometimes sales teams struggle with using Salesforce that it could sidetrack them from their end goal of actually selling. That’s the beauty of Scratchpad, that it allows your team to focus on selling and only present them what they need and none of what they don’t need. This refined, focused approach not only allows new hires to get up and going in a third of the time, but allows your more advanced reps to focus on their clients instead of fiddling with Salesforce.
While Scratchpad is revolutionary in its simplicity, it’s not perfect by any means. Relationships on how records are related to each other is not easily accessible. The home tab, while peaceful, seems like a missed opportunity for sales reps to customize and create their own meaningful dashboard. Then finally, we would unleash it from Chrome and have it be a standalone desktop app so team members can use it regardless of their browser choice. So while Scratchpad supplants and betters a lot of aspects of Salesforce, you will still need to creep in there every once in a while to do what you can’t do in Scratchpad.
Scratchpad is making waves and deservedly so, having raised over $50 million in funding since their inception in 2019. It essentially brings the admittedly clunky interface of Salesforce into 2022 and makes it accessible to everyone. We’re excited to try out Scratchpad Studio which brings automation, deeper integration with external apps such as Slack and more meaningful insights into the card views. This innovation on top of their rock solid core, indicates to us that this platform is going to become truly powerful very quickly. We can’t wait to see where it goes from here.
You may be asking this exact question as you’re reading this post. We’re glad you're searching for answers when it comes to working with a custom Salesforce developer. We know you’re most likely curious about what we at Relay can offer your company. Throughout this post, we’ll be answering your questions, and so much more.
Salesforce is a great tool and can be used for almost any industry or use case. You can use it right out of the box, get a license and start entering your data. But if you want to get the most out of Salesforce and use it to its fullest potential, consider custom development so you can set it up for your workflows, use cases, processes, and things you and your business find most important.
Custom Salesforce application development is quite simply what it seems to be: a customized approach where an app is developed to accomplish specific tasks or processes unique to the goals within your organization. At Relay, we have worked with numerous industries to best leverage their Salesforce environment. Through our combined years of experience, we have learned rapidly what works and what does not work.
When working with a custom Salesforce developer, you want to make sure your data is tidy and well maintained. If there is one thing that can push a project back is messy, unhinged data. When we create a custom Salesforce solution for your business, we set it up in a way which makes sense to your users, collects key data and doesn’t overwhelm them with un-necessary fields, pages, rules and clicking. We will arrange pages, required fields and validations to collect the required data with the least hassle. Possessing clean data and utilizing that clean data is what will help you stand apart from your competitors.
The beauty of customized Salesforce platforms is that it’s catered towards your every need as a company. The integration possibilities are there for the taking, the workflows can be modified to meet your needs, and the processes involved within data analysis can be anywhere from granular to macro-level. We can help integrate with back-end systems, setup a mobile app, or integrate your email. It’s completely up to you how far you want to take everything and what your end goals are within the overall custom Salesforce development experience.
One of the advantages of working with a custom developer is being able to fine-tune and create self-service apps for your organization. Self-service apps allow you to blend customer interaction with your organization's features and services; all the while not having to place extra stress on your customer support team. It’s an ideal way to go if your team is small and rely on efficiency.
Below is a brief overview of the custom Salesforce development services we provide here at Relay and what you can expect when we work together. With so many features and customizations available all throughout the world of Salesforce, we’ve realized the best way to determine which route to take is to ask you where you want to see your organization thrive. From there, we will often apply the following in some way, shape, or form.
Here at Relay, we want a custom Salesforce development to enhance your organization, not drag it down with unnecessary features. We’ve optimized our workflow to improve your workflow. This means we’re able to precisely identify which features and customizations for Salesforce will work best for your organization, and your organization only. A truly customized Salesforce approach is defined as truly customized to your organization, exclusively.
A key part to any successful Salesforce implementation is mobile development. You staff is mobile, their CRM should be as well. With a mobile-first development strategy whether users are in the office or on the go, they will have access to the info they need, when they need it. We address any and all factors within the development process to further optimize your mobile-first experience for your users. Additionally, nearly all of this can be built upon your existing digital infrastructure in most cases.
Automation, integration, and customization are the main components of Salesforce Lightning Enterprise Development. Lightning helps us bring your Salesforce to the here and now. You users aren’t on Blackberries anymore, don’t hold them back with an old out of date CRM. Through Lightning, we’ve elevated many organizations to new heights by customizing solutions which focus on the user-experience and your experience.
Do you need to integrate orders from an on-prem system? Do you want to get current pricing from your SAP system? We can integrate those. Just need to see your Gmail conversations in Salesforce? We can help with that too. Integrations big and small, we’ve done them. Are you new to Salesforce and have data here, there, and everywhere? We can help migrate that data from the old databases into Salesforce.
Feel free to contact us using the form below and we’ll be sure to respond to your message as soon as possible. We look forward to hearing from you soon and working to help your company grow, achieve, and succeed!
By now most people know "Salesforce" or at the very least they are aware of the San Fransisco-based tech behemoth. But depending on who you ask, the answer to "What is Salesforce?" could be drastically different. Yes, it is the #1 CRM (customer relationship management) platform that enables organizations to work in tandem to serve their customers. But that's really only the tip of Salesforce's capabilities. Salesforce is capable of being the backbone of any industry, no matter how large or small. To serve specific industries, Salesforce has released a variety of "clouds" that can be purchased ad-hoc to be added to the core of Salesforce's CRM platform.
Now the offerings can get a bit confusing and some features overlap, but we are going to run through the benefits of each so you know exactly how each cloud can serve your business' unique needs.
Salesforce's Financial Services Cloud takes the capabilities of Salesforce and reimagines it to address the specific needs of those in the financial industry. Whether you are a financial institution, insurance agency, or wealth management firm; Salesforce Financial Services Cloud gives you a 360-degree holistic view of your client's history. If you're in Investment Banking, you can manage customer pipelines and collaborate with deal teams without ever leaving the platform. If you're in the Insurance industry, you can unite insurers and policyholders like never before. Offering a comprehensive view of each policyholder, the Salesforce Financial Cloud enriches service reps with customer information so they can spend more time assisting instead of searching for information.
If you're in the manufacturing industry, you guessed it, Salesforce has made a cloud custom-tailored to you. Salesforce Manufacturing Cloud allows business to take their antiquated systems and modernize them with AI-powered automation. Salesforce Manufacturing Cloud includes prebuilt objects and processes that allow you to start utilizing it straight out of the box. Since manufacturers often work with external suppliers and dealers, Manufacturing Cloud allows you to easily communicate and collaborate with the vendors straight from the platform. Countless manufacturing companies rely on the Salesforce Manufacturing Cloud to operationalize their business and the platform is only gaining in popularity.
Perhaps the biggest beneficiaries of Salesforce's power are those in the healthcare industry. Consistently named the #1 healthcare CRM, Salesforce Health Cloud allows healthcare providers to get a 360-degree view of their entire organization; from the back office to their patient's journey all existing on one platform. Additionally, simplified onboarding and personalized experiences allow providers to connect to their patients in a way they never have previously. Salesforce Health Cloud allows you to connect all your disparate health data sources into one unified system that allows providers to do what they do best, provide help to those in need.
Salesforce's Nonprofit Cloud takes the CRM and reimagines it to cater to the unique demands of nonprofits all over the world. From fundraising to marketing to grantmaking, the Nonprofit Cloud allows nonprofits to innovate on one platform that provides a single source of truth for their entire organization. Organizations on Salesforce's Nonprofit Cloud have seen a 110% increase in Total Online Giving, 400 additional calls served every month, and 62% decrease in client intake time.* This allows for increased flexibility and catering to those who need it most.
When we say that every industry can benefit from Salesforce, we truly mean every single industry. That includes the massive automotive industry with Salesforce's Automotive Management. A platform that unites both dealers and customers, it allows manufacturers to streamline the journey from OEM to the aftermarket. This allows dealers to offer a simple buying solution as well as track ownership history, vehicle issues, vehicle recalls, and warranties to ensure that’s their customers are always informed. Having one centralized platform allows for increased customer retention and gives OEMs a glimpse into emerging growth opportunities.
That's really the true power of the Salesforce platform. The same platform that allows for streamlined hospital patient intake also allows for automotive manufacturers to keep track of their customer's vehicle warranties. So if you're asking — "Which industries can benefit from Salesforce?" The answer is very clear; all industries.
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* https://www.salesforce.org/nonprofit/
Features / Roadmap / Products / Platform News
TrailheaDX is the admin and developer focused event in the Salesforce ecosystem. It brings together admins, developers, architects, IT leaders, and entrepreneurs. During the event attendees learn from product experts, Salesforce product staff, and other ecosystem partners. They'll cover over 35 product demos, in 25 expert-led rooms.
Whether you're a Salesforce practitioner or a customer, TrailheaDX is a great event to learn about the technical capabilities and latest improvements to the platform. For customers it can spark ideas around ways in which the Salesforce platform can be used to solve other business problems in your organization. For Salesforce developers and architects, the event is a meeting of the minds and a showcase of the latest patterns we can implement in the solutions we design.
The virtual gathering of Trailblazers will be broadcast on June 23 starting at 8:45 AM PT.
The schedule is now live at TrailheaDX Session Schedule. We hope you can attend!
Below are some of the sessions our team has identified as promising and worth tuning in!
Wednesday, June 23, 1:00 PM - 1:40 PM EDT
Join us for a discussion about bringing source-driven development, team collaboration, and continuous integration and delivery to your org using the tools provided by Salesforce DX.
Wednesday, June 23, 2:00 PM - 2:30 PM EDT
Gaurav Kheterpal has more than 40 Salesforce, Vlocity, and Mulesoft certifications. Join Gaurav to learn tips about certification prep, study schedules, exam strategy, and more.
Wednesday, June 23, 4:00 PM - 4:30 PM EDT
Understand how you can leverage mono repository, scratch org pooling, and cli plugins to take your package-based projects to the next level. DX@Scale brings you practices, frameworks and open-source tools to enable development teams of all sizes to work with packages comfortably. This demonstration shows how the development lifecycle can be streamlined from creation to release of a package and all steps in between.
Wednesday, June 23, 3:30 PM - 4:00 PM EDT
Odaseva helps large enterprises protect their data everywhere it’s vulnerable and find smart, proactive ways to solve data problems before they happen. Get an under-the-hood look at our Data Protection solution. You’ll learn the most effective ways to protect your data everywhere it’s vulnerable (not just in production) using sandbox anonymization, how to use analytics and APIs to be an outstanding steward of your mission-critical data, and how replication can maximize the value of your backed-up data.
We’ve been amazed by the power, both good and bad, of technology over the past few years. It’s revolutionized culture and society in such an indelible way that often we struggle to reign it in. But no app has made our collective jaws drop like ChatGPT and led to a lot of strong reactions internally, both positive and negative. Simply put, you can look at this as the start of the AI revolution and when it went from “maybe one day” to “it’s really here.”
ChatGPT is the brainchild of the OpenAI research laboratory founded in 2015 by Elon Musk, Sam Altman, Ilya Sutskever, Greg Brockman, Wojciech Zaremba and John Schulman. You may be familiar with a few of their other products such as DALL-E, which produces images based on user text input and GPT-3, an autoregressive language model that produces human like text based on deep learning. ChatGPT is basically an amalgamation of the two and wraps it in one of the oldest widgets of the internet, the chatbot. ChatGPT can produce human-like text responses, ask followup questions, admit mistakes and challenge incorrect premises. It’s like nothing we’ve ever seen before.
Now to be fair we’ve seen other tools that “promise” results such as this, so naturally many of us were skeptical. But let’s look at how ChatGPT is different:
Years and years of deep research went into the building of ChatGPT so the foundation is strong, but closed lab testing is different than the real world. We all know that. How does it fare? Well let’s show you…
Let’s start out simple by asking ChatGPT to tell a story. Since we live and breath Salesforce, we’re going to give it a decidedly different spin. We’ll ask it “Tell us a story about how Salesforce was founded, but make the main character bears.”
So far, so good. We took a nonsensical premise and ChatGPT produced a legible, realistic although absurd story of how Salesforce was created. It got the main characters names correct (Marc Benioff), it got small details correct such as what Salesforce does and most importantly it made the story about bears.
We were impressed, but we’ve seen tools such as Jaspar.ai produce similar results, although nowhere quite as good or as human-like.
We’re going to get a little more specific for the next question and try to push one of the key capabilities of ChatGPT; the ability for that platform to write workable code. In Salesforce, you have to write formulas for buttons and fields all the time. It’s not very difficult, but if you don’t know the syntax it can get a bit confusing. Let’s see how ChatGPT fairs when we ask “Write a formula for a button in Salesforce that updates the opportunity to Closed Won when clicked”
Now at first glance, everything looks believable and more importantly logical. Beyond that, it even generates step-by-step instructions on how to use the code using the natural language. Astounding. But let’s see if these instructions make sense and if the code works.
This is where the facade started to wear away a bit. Now if you were only going to follow these instructions, you would be in a bit of trouble. The step-by-step instructions are missing some key parts such as go to Object Manager first, then to the object. But once you do find the “Buttons, Links and Actions” option and then try to create a new button, you will quickly see that there is no “Formula” dropdown for “Content Source.” Then even if you were going to use “URL” instead of “Formula”, copy over the code, add the new button to your layout (which it doesn’t tell you to do) and then test it, you would be presented with this:
What initially looks very promising, turns out to be quite broken in practice. We were disappointed but we wanted to keep testing.
For the last experiment, we want to really challenge the platform and ask ChatGPT to write an Apex script that will save user profiles to a CSV file. This is the exact moment we knew that everything really changed.
Producing a formula is interesting, but a formula can be used by numerous applications. Apex is Salesforce’s proprietary scripting language and we were shocked to see that not only did it produce something logical, but it produced something that would work.
The loop is wrong as you would need to initiate a list first, add the changed records into the list and then update outside of the loop. But for 20 records or so, this script would amazingly work.
The beauty right now of ChatGPT and OpenAI is that it gives you a tremendous jumping off point to start your code, but by no means is it the final code.
Internally we have a lot of strong opinions about ChatGPT, OpenAI and the future of AI. There are an abundant amount of moral, ethical and privacy related concerns regarding not only this platform but AI in general. First, AI such as this is full of privacy concerns - where are they sourcing this data? What are the biases or factual inaccuracies in the data sources used to train the models? Has society been contributing to this project without their knowing consent? How is it being used by advertisers to monetize consumers without them knowing?
Second, what is the ethical boundary of people generating AI content without the user knowing? Should the user know that what they are consuming is produced by AI and not a human being?
Beyond that there is the very real chance that misinformation can spread like wildfire if AI picks up on misleading facts. It’s almost a self-feeding system that if misinformation is put in then in turn, misinformation is spouted out. ChatGPT is supposed to filter out biases and untruths but we’ve seen numerous offensive examples of it failing miserably.
There is no doubt about it, ChatGPT is powerful. Both in it’s power to create complex material based on a simple input and what it portends for the future of technology. What does it mean for developers that produce scripts day in and day out? Can ChatGPT and it’s future platforms be used for harm such as creating malware on demand? The amount of questions that storm into your head as you use the platform is staggering, but the biggest question that can’t be answered right now is: what comes next?
Solution design and implementation strategy is integral to getting the most out of your Salesforce investment. We’ve used many frameworks and tools for solution design across the years, testing which methods produce the right solutions, at the right time, and the right budget. In recent years we’ve become very fond of tool called the Story Map.
As a client, a story map is one of the first things our Solution Architects will develop with you for your project, and it will provide the basis for planning incremental releases moving forward. What is a story map, why is it better than a traditional flat backlog, and what does the process of creating one look like? Let's dive in and take a look!
A story map is designed to map a user's journey across the various activities they undertake with your Salesforce software. It identifies all the potential user stories and considers the features that help those users along the way. In its focus on the workflow and complete experience, a story map helps break down releases into high-value groupings of functionality that can immediately benefit your users and business.
You're likely familiar with a flat backlog and its list of discrete features and competing priorities. The problem with a backlog is that it doesn't take into account workflow or dependencies. That is to say, you may end up correctly identifying the highest value story, but fail to see that it depends on a lower level feature. Backlogs simply aren't designed to convey that sort of interconnectedness of business workflows, and, as a result, you're left with a list of isolated features with no larger picture to make sense of it all. It's also easy to lose sight of what it is the application is actually doing when you focus exclusively on individual details.
Story maps, in contrast, are far more expressive than a flat backlog. They provide context for the various features by helping teams visualize activities and workflows from start to finish. Rather than a ranked to-do list of items, you have a more complete picture of all the various user stories and how they move through the software. A story map allows you to more easily identify the high-value stories and know exactly which features are required in order to put them into service. This, in turn, enables you to build releases that are immediately useful with all of the necessary moving parts.
A story map also makes it easier to communicate with stakeholders at all levels and in all areas of your business. Instead of a cryptic list of stories broken down into sprints, you have a more robust visualization of exactly how your application is being used that everyone can understand. This helps keep teams on the same page, and it also helps to manage expectations and gives discernible value to every release.
A story map is particularly well-suited for building out applications in Salesforce, in which incremental releases can offer tremendous value across your business. Whether you have ten employees or a thousand, our Solution Architect will guide your team through the same process of crafting a story map to help you get the most bang from your buck and ensure your solutions are meeting every user's needs.
From start to finish, a story map is all about making sure your releases reflect the real needs of your users. You already know that Salesforce is a powerful business application development platform. Get even more out of it for your business with Relay's Salesforce Architect-as-a-Service offering. Our Solution Architects can help in-house teams and implementation partners deliver more effective product development roadmaps by crafting a robust story map for your business or client. Contact us to learn more today!
Technology is changing the way that businesses operates. The available software, apps, and tools are giving people the chance to do things in a simpler, more streamlined, and more effective way than ever before. With apps from the Salesforce AppExchange, your team can solve business challenges, increase collaboration and provide a better customer experience. When done correctly, this streamlines the journey form prospect to paying customer.
When your sales team has the best tools for the job, they’ll be better able to meet your customers where they are and deliver the level of service required. When your team can automate routine and redundant tasks, it frees up their time for things that really need their attention...closing deals. It’s all about giving your team the tools to help them succeed so that they can help your business grow.
Working with the Salesforce platform, it a lot easier than you might think. Let’s explore some of the apps on the Salesforce AppExchange your sales team should be working with.
SalesPath+ is an innovative Salesforce AppExchange app that enables sales management to deploy best practices across the entire sales organization. It also allows you to enforce desired sales cadence, and implement real-time predictive reporting and forecasting. With SalesPath+ sales reps will have the ability to leverage the custom SalesPaths for any use case, or sales type to improve sale win rates and avoid the "End of Quarter Rush."
For Sales Leadership they will have improved Sales forecast accuracy, improve CRM hygiene and better reporting on competitive positioning and market position. The predictive close dates provides a higher level of confidence knowing when a deal is likely to close which removes the guesswork and helps maintain a metered sales cadence.
Everyone likes and needs to stay on top of their work and stay in the loop of what is happening with your team. Now Sales reps can receive custom Salesforce notification immediately in Slack. No more logging out of one program to go into another. Search and preview Salesforce records without leaving Slack and see information such as accounts, leads, opportunities and cases. Send records from Salesforce directly to your Slack and send your Slack conversations back to Salesforce for your records. With Slack you can easily stay in the know, Keep everyone on track and extend collaboration across sales and service and your customers.
Connecting LinkedIn and Salesforce allows your team to harness the combined power of LinkedIn Sales Navigator and your CRM. This allows your team to see sales activity all in one place, without having to leave Salesforce. Your team can spend less time jumping between platforms and more time engaging with leads. This allows your sales team to target leads and accounts that are right for your products and services. It also allows your team to engage leads and accounts with personalized outreach. Save time as every message is captured in Salesforce.
DocuSign for Salesforce allows sales professionals to send, route, sign, track and save agreements without ever leaving Salesforce. This helps companies streamline sales and recognize revenue faster. DocuSign for Salesforce is designed to give a boost to sales teams throughout all stages of their sales cycle, maximizing the Salesforce investment for small to growing businesses. Whether you are the company CEO, head of sales or business development lead, your goal is to grow fast and sell as efficiently as possible.
Do you need an all-in-one tool that packs a powerful punch? Cirrus Insight just might be the Salesforce app you’re looking for. Cirrus Insight is a must-have addition for any sales rep who wants to make the most out of their time. The Cirrus Insight connector for Gmail automatically logs your activity into Salesforce, allowing you to focus on prospecting, meeting with clients, and closing deals.
Plus the Cirrus Insight Salesforce integration allows for one-click calendar sharing, email and web visitor tracking for better prospecting, and timely insights and reports on customer behavior.
Whether it's prospecting, closing or tracking deals, technology will always be a major factor. With these tools in the AppExchange your Sales team will be able to sell faster, smarter and more efficiently.
When Salesforce comes up in conversation, many believe it is for Marketing or Sales leaders. But the truth is, it can deliver so much more.
The Salesforce platform can be the foundation for company-wide digital transformation, which can only help your business make informed, data-led decisions. Salesforce and the whole ecosystem of apps available with in the AppExchange can serve multiple business needs other than sales and marketing and that includes finance.
Whether your finance department is a solo-operation or a multi-disciplined team serving the needs of an enterprise organization, finance is no longer about just crunching numbers. The CFO and entire finance team are the control center of a business, viewing each decision on investment or cost reduction holistically. As a result, today’s CFO is more technology and analysis driven than ever.
The AppExchange is an incredible marketplace of more than three thousand custom applications any financial professional can leverage to help run their business more efficiently.
Built by Bankers for Bankers. nCino connects financial institution employees, clients and third parties on a single, cloud-based platform. This eliminates silos and brings new levels of coordination and transparency to the institution. With the single platform approach it utilizes across business lines, processes and channels, banks and credit unions can leverage the same data and information across their entire organization. Because it's built on Salesforce, nCino is able to focus on product development to continue building deep vertical functionality specifically for banks and credit unions. Whether it's portfolio analytics, artificial intelligence, or loan origination, nCino has been a huge success story for financial professionals all around the world.
The financial services industry are always subject to evolving regulations and have very strict audit and storage requirements. OwnBackup offers these organizations a secure, cost-effective Salesforce data protection and disaster recovery solution. Because of the sophisticated design, OwnBack up ensure the secure storage of backup files in a format that cannot be modified or deleted. Due to these high security requirements, OwnBackup is SEC compliant regarding electronic storage requirements. Financial professionals can sleep easy knowing client data is safe and secure.
Accounting Seed was created to allow technology to automate finances and make work more efficient. Built on the Salesforce platform, its allows customers to run their businesses their way and gives full control of their business management suite through automation, configuration, and customization. Whether you are managing multiple ledgers, billing cycle profitability, account transactions or P&L, Accounting Seed provides an innovative and trusted tool to transform your accounting practice.
Blackthorn Payments provides as deep of a Salesforce and Stripe integration as there is on the AppExchange. As a trusted, official partner to both Salesforce and Stripe, finance teams can feel safe knowing their company is using a solution that's on the forefront of online payment processing. With Blackthorn Payments, Salesforce users can manage everything Stripe offers without ever leaving Salesforce. Because the application is a 100% native to Salesforce, Blackthorn lets you process credit/debit cards and ACH payments directly from your Salesforce org. From a one-time payment, to complex recurring payments and payout flows, organizations can accept and process payments using Blackthorn. When payment dates and amounts are viewable in Salesforce, you can create financial reports that show real-time information about your business' financials. Blackthorn is the type of tool that allows your finance team see the bigger picture of the business on a day-to-day, payment-by-payment, basis.
With FinancialForce you can build a true 360° view of your business where all of your critical information is instantly available when you need it. In essence, FinancialForce is a multi-everything cloud accounting engine. With it, you can connect your front and back office systems together to help drive business forward and bring you closer to your customers. With FinancialForce you can make profitability and financial management everyone's business.
Embracing Salesforce and the AppExchange will provide visibility of real-time data that you can analyze to gain a stronger understanding of the potential risks and opportunities behind the numbers. To begin your digital transformation of your business, reach out to the Relay team today to discover how our team of Salesforce experts can help you better utilize the tools within the Salesforce ecosystem.