Products

Correlead helps you manage the workflow for lead assignment. One of the key features is the ability to match leads to accounts. While Correlead utilizes standard Salesforce matching rules, Correlead uses and maintains an additional matching tool, the email domain of the lead. Email Domains Matching lead email domains are a good way to improve account matching. Correlead helps by creating and maintaining the email domains listed...

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Salesforce Northeast Dreamin

Northeast Dreamin' 2018, the regions premier community led Salesforce event, kicks off Thursday November 15th at the Manchester Downtown Hotel! Meet the Forcivity team and event sponsors Thursday evening for a welcome reception and networking. Friday includes a full day of breakout sessions and keynote speakers with topics from org optimization to organizational change management. Attendees will hear from admins, users and experts on today's most...

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Correlead is configured using Custom Settings. To get to Custom Setting you can go to Setup / Custom Code / Custom Settings or click the link from the Correlead app Home Page. You will see the Correlead Lead Settings, click Manage to edit the settings. Click Edit to change the organization wide default settings. Click New if you want to define settings based on a Profile or specific...

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There are two ways Correlead helps make lead assignment better; matching accounts and contacts, and using email domains. Each company has different requirements for managing leads, and Correlead gives you more options. Match Accounts and Contacts and Create Accounts One way to reduce manual work and improve the quality of your leads is using Correlead to help match existing accounts and contacts, and tie them together effortlessly....

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Introducing Correlead Version 3 Forcivity announced that the next version of Correlead, which is the easiest, quickest method to get incoming leads belonging to your existing accounts in front of the right person – instantly, is now available. The new version makes setup and configuration easier due to a new Homepage and adds Backup and Restore of Lead Assignment Rules.   What's New The following are the most noteworthy updates in Version...

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Once you have created your dataset, you need to schedule a report. This updates the data on a periodic basis. To schedule a report: Click the Build tab. Select the dataset to use for your report. Click the action button. Select Schedule report. Set the following: Report name. Datasource push type. Schedule frequency. Start time. Click Schule to create the scheduled report. The scheduled reports are shown...

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Create datasets to drive your scheduled reports. The Query Builder is used to visually build relationship between Salesforce and non-Salesforce objects. You no longer need to be limited to a single object (e.g., case, account, etc.). Advanced Reporting allows you to create cross-object and cross-platform (additional connectors required) relationships that can be used to generate reports. To create a new dataset: Click to open the Build tab. Click...

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Forcivity's Advanced Reporting for Salesforce give you access needed to create great reports. Don't be limited by where your data is stored. Create reports with cross-object and cross-platform (requires additional connectors) data. Datasets are created visually using the Query Builder to create relationships between the objects. No more multiple reports, manual re-work to get the reports you need to run your business. There are three elements when...

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Conductor Dashboard

con·trol kənˈtrōl/ noun: a means of limiting or regulating something   Control – Where has it gone?   While many cloud applications have made life easier for some of us with the ease-of-use and access-anywhere benefits of being in the Cloud - Users, admins, and technical staff still struggle with the control they have operating under a pre-defined set of rules.   With Forcivity’s Conductor, power users and admins can regain control over...

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