Salesforce

Customize Salesforce

Customize Salesforce to fit how you work. Create add-ons, tools and notification that streamline complex processes and supercharge productivity. No coding required.

Salesforce
Salesforce
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Supported custom features for Salesforce

From simple hacks, to full-blown operating systems

Salesforce Add-Ons

Create your own buttons, custom UI and business logic right inside Salesforce.

Supported contexts:
What's a context?
Contexts define where you can add buttons and what data is returned when they are clicked
list of selected objects
list of selected objects
Add buttons to list of selected objects
Salesforce Tools

Build tools you can access anywhere based on Salesforce data

Supported contexts:
Command bar
Command bar
Anywhere in the browser with a keyboard shortcut
Salesforce Notifications

Create actionable notifications with custom post click functionality

Supported contexts:
Ply
Ply
Anywhere in the browser or in Ply’s home page in user mode
Salesforce Portals

Build a customer portal that works with Salesforce

Supported contexts:
URL
URL
Standalone url

Supported actions

Salesforce
Create an object
Salesforce
(Advanced) Custom API Call
Salesforce
Search for an object
Salesforce
Get an object by ID
Salesforce
List objects by type
Salesforce
List properties by object type
Salesforce
List objects by ID
Salesforce
Search objects
Salesforce
Search objects (advanced, SOQL and SOSL)
Salesforce
Update an object

Live search support

Add a search block in interfaces that lets users search directly for the following items

Salesforce
List properties by object type

Better tools, better work.

“The best thing you can do for your company right now is clear out your schedule and spend a few days building with Ply”

Rom Hirsh, Director of Operations, Optimove.
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