Key Features & Benefits

CANDI can be immediately and easily used without additional end-user training and custom reporting is included.

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Connections:

  • Easily define relationships between records
  • Form insights with relationships across Accounts, Contacts and Opportunities
  • Allow non-administrators to add key data without multiple lookup fields
  • More structured way to capture information about relationships
  • Key information is visible and usable in reporting

Interactions:

  • Powerfully track meetings, calls and emails across multiple Accounts, Contacts and Opportunities
  • Reduce repetitive data entry and increase user efficiency with meeting scheduling
  • Addresses one of the most requested pieces of functionality on the Salesforce.com IdeaExchange
Candi Interaction Screenshot
Candi Connection Screenshot

Resources

Watch CANDI in action:

 

Find CANDI on the AppExchange:

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