BuildCentral’s Salesforce Integration Part 2 – Search and Navigation

TRANSCRIPT Now we move on to search and navigation. The layout and functionality looks similar to our online product. We have the main product level menu and the three databases, the projects, companies and people. Each database has a search panel identical to the online version. The project reports themselves are laid out in a similar way in all the …

BuildCentral’s Salesforce Integration Part 1 – Overview

TRANSCRIPT We’re excited to bring you build central sales force version 2.0 which provides all the data and core features of our online product within your Salesforce account. In developing version two we had two goals. The first was to bring the most important features and qualities of our online product to Salesforce. We hear how easy it is to …

Improved Company and People Search

TRANSCRIPT Hey everyone, it’s Kevin from the client services department at build central. Today we’re going to look at one of our recent site improvements, which is the improved company and people tabs for search options. So in order to see that, all we need to do is log into our account and we’ll start with the company stamps. So …

Setup a Saved Search

TRANSCRIPT For our first session here. We’re going to show you how to set up a saved search. The first step in the process of great way to send automated targeted email alerts directly to your inbox. Once you log into your account, you will see a switch to standard search button. We recommend choosing this, selecting this link right …

Company Reports and Follow Companies

TRANSCRIPT For this session, we’re going to show you how to look at company reports and follow companies. It’s a quick way to automate email alerts to target companies you want to keep track of. So when you first log in, again, you will come to your main dashboard. Here you’ll see the projects tab, which you could use to …