Icon of program: Send2Salesforce

Send2Salesforce for Windows

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Editors’ Review

Download.com staff
This tool streamlines attaching files to Salesforce records. Easily upload documents to accounts, contacts, or opportunities directly from your desktop.

  • Pros

    • Quickly add attachments to Salesforce records
    • Supports accounts, contacts, and opportunities
    • Drag-and-drop file attachment functionality
    • Option to immediately navigate to Salesforce record
    • Attaches various file types

  • Cons

    • Requires a desktop shortcut for use
    • No mention of batch processing capabilities
Icon of program: Send2Salesforce

Send2Salesforce for Windows

Download now

Used Send2Salesforce for Windows?

Explore More

Full Specifications

GENERAL
Release
Latest update
Version
1.1
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 10
  • Windows XP
  • Windows 2000
  • Windows NT
Additional Requirements
Windows NT/2000/XP, Microsoft .NET Framework
POPULARITY
Total Downloads
285
Downloads Last Week
0
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Program available in other languages

Last Updated

User Reviews

3/5

1 User Votes

Developer’s Description

By CRMfusion
Add attachments to existing account, contact, or opportunity records in your Salesforce.com.
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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