Notes

How does Dooly file data back to Salesforce?

Note logged to notes section

Anytime a note in Dooly is synced to Salesforce, the note gets logged in SFDC to the Notes & Attachments section and the Notes section (if enabled in your SFDC instance). This way, each meeting has a separate record in Salesforce.

Activity tracking

  • You also have the option to track each meeting as a separate activity (ie. Meeting, Call, etc.) in Salesforce.

  • Activity types can be chosen from the dropdown next to the activity type, and will default to this activity type the next time you log a Dooly note.

  • These activities will display under “Activity Stream” in Salesforce.

Field updates

  • All SFDC fields can be updated from Dooly itself without having to log into SFDC. All data from the field in Dooly will be updated in Salesforce.

  • Inserted fields in notes - these can be inserted and updated. All existing field data will be brought to Dooly to be updated and synced back.

  • Pipeline - allows reps to in-line edit in a view to quickly update. More on this below.

Pipeline

Pipeline allow reps to view their pipeline and in-line edit any Salesforce fields. 

How does Pipeline work?

  • Dooly pulls in Salesforce records via List Views in Salesforce for Leads, Opportunities, Accounts, Contacts or custom objects (if configured in Dooly).

  • Dooly reads these views which can be toggled on Pipeline.

  • Each column represents a field in Salesforce which can be configured via the "add/remove fields" dropdown (you can add or remove, or re-arrange columns as needed).

  • To edit a field, users can click in, edit and then click “update” to send the field update to SFDC.

More on setting up pipeline

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.

For 1:1’s 

Use Dooly in your 1:1’s to track your team’s pipeline

More on setting up pipeline

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