Easily keep your pipeline updated with Dooly’s one click pipeline edits.

Dooly automatically pulls in all of your Salesforce records for accounts, opportunities, contacts, and leads as well as all Salesforce list views as a starting point. Then with one click, you can update any Salesforce field right in Dooly in seconds.

How to update your pipeline in one click

  1. Go to Pipeline

  2. Choose the record type

    1. By default, Dooly connects to Accounts, Opportunities, Contacts, and Leads

  3. Choose your view

    1. Click on the dropdown to reveal all available list views from Salesforce

    2. My Opportunities or My Accounts are a great place to start. Learn how to build a custom list view in Salesforce that will pull into Dooly here.

  4. Click into any field to update Salesforce

    1. Once you click away, it will go green, meaning your update sent to Salesforce!

    2. See a red outline? Click on the cell to see what you need to update before you can update this field.

How to customize your pipeline

Want to slice and dice and drill down on your pipeline view? You can also effortlessly configure exactly what you want to see. You can create new views to align to each stage of the customer journey and the fields you need to know and update at that point in time.

Learn more about how to customize a pipeline view.

FAQs

What's the difference between a Salesforce view and a Dooly view?

A Salesforce view is a collection of records curated by filter logic sets in Salesforce. Dooly pulls these views and allows you to further filter down and save these views with the ability to quickly update the date in the records themselves.

Any changes you make to to the filter sets or configuration of your SDFC views in Dooly are saved in Dooly only and do not modify the master views.

I don't have any views set up in Salesforce. What should I do?

Salesforce has a set of default views for all users, particularly the "My Opportunities" and "All Opportunities" view for opps and a similar variant of the Accounts view. Start here, then further customize and save your view in Dooly.

Explore more tips for updating and managing your Salesforce pipeline faster with Dooly.

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