Pro-Tips Monday: Updated Salesforce Integration

Puneet Lath —  October 23, 2012 — 1 Comment

Expensify has updated its Salesforce integration to be even better than before! Our Salesforce integration is available for users on the Team plan and higher. Here is what our updated Salesforce integration allows you to do:

  • Centrally manage users
  • Tag expenses with Salesforce Accounts
  • Tag expenses with Salesforce Opportunities (Corporate plan only)

You can integrate Expensify and Salesforce by adding the Expensify Salesforce application in AppExchange.

Once the Expensify Salesforce application has been installed, Team plan users will be able to tag expenses with Salesforce Accounts.

Even better, Corporate plan users will be able to tag expenses with Salesforce Accounts and Opportunities.

We hope you enjoy the updated integration. For a more robust explanation, visit our Salesforce help page. As always, if you have any questions, don’t hesitate to email us at help@expensify.com.

Have something to say? Share your thoughts with us!

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s