How To Integrate Salesforce Merge App Mango Merge? on wahinnovations.com

How To Integrate Salesforce Merge App Mango Merge?

Salesforce is an excellent CRM for efficiently managing your company’s data. The Salesforce merge app makes data management in your company very easy, quick, and safe.

A Salesforce merge app helps to manage duplicate data from CRM. It merges duplicate data or also deletes unnecessary data. Not only duplicate data, but it also simplifies all data cleansing processes such as duplicate records, big data, lost records, validates records, data synchronization, and so on.

Mango Merge is a Salesforce native software for managing duplicate records and enhancing data quality. To make data easier to understand, users can now scan the duplicate records, pick master records, and merge duplicates. You can quickly merge duplicate records in Salesforce after integrating Mango Merge. First, choose a record to keep, then preview the final performance before merging duplicate records. Mango Merge has simple navigation and a user-friendly interface, with the ability to schedule/cancel jobs for duplication and a codeless setup process.

How To Integrate Salesforce Merge App Mango Merge?

If you want assistance in installing Mango Merge, please contact our experts at Wahinnovations. However, here’s a step-by-step guide to show you how to install Mango Merge:

Step 1: Visit https://appexchange.salesforce.com/

Step 2: Log in to the AppExchange.

Step 3: Choose the preferred installation option; Install in production or Install in the sandbox.

Step 4: Search for the Mango Merge app on AppExchange.

Step 5: Accept the Terms and Conditions, then click Install.

Step 6: Choose the installation for specific profiles and install packages.

Step 7: Click to install…Click done after completion.

You are now ready to use the Mango Merge service.

Conclusion

Do you want to learn more about Mango Merge?

To get started on the go, contact one of our Salesforce specialists at WahInnovations. Discover Mango Merge’s capabilities; schedule a demo to see how Mango Merge can solve your duplicate data problems!

Wahinnovations.com - Understand Native Salesforce Accounting App Mango Books - Wahinnovations.com

Understand Native Salesforce Accounting App Mango Books

CRM services are being used by companies of all sizes, from small startups to mid-sized and large corporations, to boost their operations. Customer Relationship Management (CRM) makes it easier to improve customer relationships with integrated tools. Salesforce is the most popular CRM service, with numerous integrated native tools.

Tired of seeing incorrect financial data? Is it a waste of time to enter several entries into various systems? Do you wish the accounting and CRM systems could communicate with one another? Do you want your financial reports to be kept in the same location as your sales and customer records?

Salesforce allows you to manage all these account services with the integration of the salesforce accounting app. With the help of this app, you can easily manage your account transactions and create reports.

One of the useful and unique accounting apps salesforces allows to integrate with is Mango Books.

Why Mango Books?

Mango Books is an accounting app for Salesforce, developed by Wahinnovations, is a useful Salesforce native platform for all of your account management services. Want to run accounting tasks in Salesforce and still use your existing Accounting systems, Automate revenue recognition, project accounting, billing, and other accounting and financial processes that happen downstream from sales. Basic Accounting like AR, AP, and more. Mango Books is easy to install, has an easy navigation UI, no coding required, and supports custom objects.

Conclusion

If you want to simplify account management in your company, you should try the Mango Books accounting app for Salesforce. Tell us in the comment section what you think about the accounting app.

Seamless Experience of eSignature For Salesforce During WFH!

Seamless Experience of eSignature For Salesforce During WFH!

Work from home has become the new normal in the IT business, allowing us to work remotely even during a pandemic. CRM integration helps many businesses to go digital. Salesforce has undeniably become the most prominent CRM service among other CRM services. The reason for this is the range of third-party CRM integration tools available on the Salesforce AppExchange, which aids in seamless and efficient WFH.  

Since everything is digital, documentation and signatures have also become digital. You need approval and a signature on every document to keep the data record. eSignature for Salesforce is a game-changing feature, especially as remote work becomes the standard. Everyone who works with contracts (sales, HR, admin) needs it.

An eSignature is a type of electronic signature that denotes acceptance of a contract or document. The use of an eSignature tool simplifies the capture and storage of various types of signatures. It is simple to implement by providing an entry form in the document or contract. Businesses frequently use eSignatures because they are legally binding.

Your clients anticipate smooth workflows and quick contract turnarounds so that they can begin receiving the benefits they paid for as soon as possible. Using electronic signature processes to provide everyone with what they want is the best way to supply these features. 

No workflow is complete unless the members involved can safely get copies of a signed document. A modern eSignature solution should automatically send out copies of signed agreements or links to them.

In The End

eSignatures assist in automating to provide convenience, compliance, and enhanced productivity in Work From Home. Wahinnovations’ Mango Sign is an eSignature tool for Salesforce. It streamlines the creation of contracts and signing documents. If you’re looking for a comprehensive contract and eSignature tool, Mango Sign is worth exploring.

Mango Asset A Salesforce Inventory Management App in Business Now - Wahinnovations.com

Integrate Mango Asset A Salesforce Inventory Management App

You must have an inventory management system if you own an eCommerce platform, a logistics company, a supermarket, or any other type of business. Salesforce is the best CRM because it helps you to integrate third-party applications to make the job easier. There are several Salesforce inventory management apps available on the Salesforce AppExchange that allow you to automate all aspects of inventory management in business.

An inventory management app is generally a visual inventory system that keeps track of your stocks, raw materials, and orders, as well as managing your warehouse. Track and maintain your inventory while displaying visual information on the dashboard. It has a plethora of helpful features to help with inventory management and distribution.

Mango Asset is a sort of inventory management app developed by Wahinnovations to aid in the overall management of your company.

Wahinnovations’ Mango Asset

Mango Asset, an inventory management software Salesforce, is available as a Salesforce native app from Wahinnovations. Mango Asset will help you manage your inventory, supply chain systems, production and distribution processes, automating sales activities, and providing real-time integration options.

Mango Asset Features:

  • Automate all inventory and showroom management activities.
  • Allow complete visibility of inventory, including all existing stock and new stock.
  • Keep tracking and indicate a shortage of raw material.
  • The best advantage of Salesforce warehouse management with mango assets. 
  • Get every order status, such as order received, order completed, and order fulfillment, and others.
  • Generate a barcode that you can scan for tracing.
  • Keep your hands on each activity of sales and purchase.
  • Track all overall activities in visual graphics on an all-in-one dashboard.
  • Get real-time data with the help of a cloud dashboard.

In conclusion

Mango Asset is a one-stop solution for all of your inventory and showroom management needs. Tell us in the comments why you want to integrate an inventory management tool into your business.