SalesForce – WorkDo Dash SaaS Sales Add-On

Salesforce – Dash SaaS Add-On.The Salesforce – Dash SaaS Add-On integrates powerful Salesforce CRM capabilities directly into the Dash SaaS ecosystem, allowing businesses to synchronize leads, contacts, accounts, and sales opportunities in real time. This add-on enables seamless workflow automation, centralized customer data management, and efficient sales pipeline tracking. Ideal for boosting team productivity, improving sales performance, and enhancing customer engagement through advanced CRM features.

Note: This is an addon for WorkDo Dash SaaS, not a standalone script.

   WorkDo Dash SaaS - Open Source ERP with Multi-Workspace

The Sales Force Add-On gives your team everything they need to stay organized and close more deals. You can manage your full sales process in one place—like contacts, leads, accounts, deals, tasks, and support cases. It keeps everything in one dashboard, so your team saves time and works better together. Whether you're building relationships or closing sales, this tool helps you stay on track and get results.

Check here : Salesforce Module Integration with Dash SaaS | Comprehensive Guide

Secure API Credential Setup for Full Access

To get started with the Sales Force Add-On, simply enter your Salesforce API credentials, your consumer key and consumer secret on the System Setup page. This one-time setup securely connects your Salesforce account to the platform, allowing seamless access to your sales data. Once connected, your information, including accounts, leads, opportunities, contacts, tasks, and cases, will sync automatically in real time. This means your team will always have the latest updates at their fingertips without needing to switch tools or manually update records.

Built for Fast-Moving Sales Teams

The Sales Force Add-On is made for busy sales teams who need to move fast and stay organized. It brings all your important sales tools like accounts, contacts, leads, deals, tasks, and support cases—into one simple, easy-to-use place. This means your team can quickly find what they need, respond faster, and work better together. Whether you're following up with new leads or handling big deals, this tool helps everyone stay on the same page and focus on closing more sales.

Check here : View WorkDo Dash SaaS Documentations

Check here : Explore WorkDo Dash SaaS User Manual

Check here : How to install Dash Add-On