How it works:
Once you have opened a Shark business case session, you can select the Salesforce icon that's within the sidebar. Here you can choose the account and opportunity that you want the business case session added to. It's as easy as that!
This video will give you a step-by-step guide as to how this functionality works:
How to get started:
You will need to get your Salesforce admin team involved at the beginning, however, here is a short video to show how easy it is to set-up:
N.B. To install the app, a password is required. Contact your Shark Finesse account manager for more information.
We need to confirm your email address.
To complete the subscription process, please click the link in the email we just sent you.
