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- Quick specs
- Price: Free
- Operating system: Windows NT, Windows XP, Windows 2000
- Date added: June 29, 2005
- Total Downloads: 197
- Downloads last week: 1
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- Average user rating: stars out of 1 votes
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Publisher's description
From CRMfusion :Send2Salesforce is a quick tool that lets you quickly add attachments to existing account / contact or opportunity records in your Salesforce.com database. Use SendToSalesforce as an easy way to attach quotations, legal files, scanned images, PowerPoint or any other type of file a couple of different ways. You can drag a file onto the desktop shortcut to call up the application. It will let you search a contact, account, or opportunity to attach the file to. Use the paperclip to complete the attachment or the record type icon to immediately be sent to the record in Salesforce.com.
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User reviews
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This software version | All versions -
Version: Send2Salesforce 1.1
"Great tool for file adds but login needs automation"
Pros: simple drag and drop add files easily integration with SFA good
Cons: need to keep a separate file of my encrypted password have to enter user id and pwd every time i open tool
Summary: Worth using and getting to know 3rd party tools to SFA
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