GUIDEcx is Now Available on the Salesforce AppExchange

Nov 30, 2022

We are proud to announce that GUIDEcx is now available on the Salesforce AppExchange. GUIDEcx subscribers can enjoy increased confidence in the quality and security of the managed package, higher visibility before installing and automatic updates within the Salesforce AppExchange. 

The Salesforce AppExchange marketplace has over 7,000 apps and experts available to assist with your business needs. With over 117,000 customer reviews and ratings, Salesforce AppExchange is a trusted resource for businesses of all sizes. 

Benefits of GUIDEcx Managed Package on the Salesforce AppExchange

GUIDEcx subscribers are entitled to the following benefits:

Automatic Updates

When GUIDEcx creates a new version of the integration, we will automatically push updates to subscriber organizations to get you enhancements and bug fixes quicker.

Salesforce Security Reviews

Enjoy added confidence in the quality and security of the managed package with Salesforce security reviews. 

More Visibility

Subscribers can inspect the content of the managed package on the Salesforce AppExchange before installing. This is especially helpful for Salesforce administrators who want to see what new objects or fields are created.

See How the GUIDEcx + Salesforce Integration Works

Leverage the GUIDEcx and Sales integration to maximize efficiency and drive results.

Automatically Begin the Onboarding Process When You Get a New Client 

Once a deal is marked “Closed-Won” in Salesforce, you can automatically kick off the GUIDEcx project with key stakeholders. Salesforce can pull data from GUIDEcx and create a detailed report for you.

Create Reports

Create any GUIDEcx reports you need in Salesforce so you can get the data you need. However, GUIDEcx has its own advanced reporting system.

Sync Existing GUIDEcx Projects with Salesforce

Streamline the transition process between GUIDEcx and Salesforce by connecting your existing active projects in GUIDEcx to “Closed-Won” opportunities.


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