Workflow Builder

The Most Customizable Alert Builder for Salesforce

Troops’ powerful Workflow Builder allows you to build specific, custom workflows and notifications across any object or field in Salesforce to empower your sales and success teams.

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  • Increase Accountability for Key Processes
    Configure workflow to follow up with leads, stay on top of renewals, or for any other key process from Salesforce.

  • Improve Handoff Coordination
    Route the right information to the right team members so nothing ever slips through the cracks.

  • Improve Visibility Across Your Organization
    Shine a light on important team milestones, sales call notes, or customer activity to increase organizational alignment.

Deliver automated intelligence to your team

  • Configure alerts for any standard or custom object
  • Automatically deliver timely information to public channels or to Salesforce object owners
  • Append edit and action buttons for streamlined updates
  • Easy set-up with zero coding