Move Out of Excel and into a Pre-Lead Workspace
See how our customers get answers fast with the Trailblazer Community.

Move Out of Excel and into a Pre-Lead Workspace

Tired of having people use Excel files full of names to collect needed information before inserting the records as a lead? Want to move this process inside Salesforce? Join us to learn how to build your own Pre-lead workspace. Move out of Excel and into the cloud, allow reporting on these once hidden processes. Use Flow, Process Builder or your favorite ETL program.
Show More
Ask about Salesforce products, pricing, implementation, or anything else. Our highly trained reps are standing by, ready to help.