Account Engagement Wizard App

We understand that sometimes a change or update is required for multiple assets in your account. Or maybe you need to migrate from one business unit to another. Or perhaps, deploying from sandbox to production is necessary for some key changes happening for your businesses. From our experience, this can often be time-consuming tedious work that can also result in human errors. That’s why we’ve made the Account Engagement Wizard App.

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Features

Our app is built on-platform and uses core features to provide a seamless experience to power users, developers, admins and consultants who needs to work more efficiently with Account Engagement.

Connect to Account Engagement Business Units from any Org (including Sandboxes)

Pull & push metadata with one click

Bulk update assets with accuracy and efficiency

Search & replace functionality

Manage business unit API connections securely from Salesforce

Store Account Engagement metadata in Salesforce for back-ups and version control

Get In Touch

Whatever the size and sector of your business, we can help you to succeed throughout the customer journey, designing, creating and looking after the right solution for your organisation.