Troops_her01

Troops
Command

Data at your fingertips in Slack or MS Teams—search, access, and edit your systems wherever you are, whenever you want. 

 

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Use Troops to search Salesforce

  • Type /Troops (account name) to search Salesforce information on an account.
  • Filter by what you own using the 'Records I Own' button.
  • Edit or create new objects under the account right from Slack.

 

 

troops search gif
 

Edit Salesforce right from Slack

  • Use /Troops-action to edit or change any record on Salesforce.
  • A module will appear showing all of the required fields you need to update.
  • The actions are completely customizable (examples include: new tasks, contacts, leads, opportunities, or cases).
troops-action
 

Salesforce Reports on the go

  • Pull up the reports that are most important to you immediately in Slack.
  • You can filter and drill down by clicking on the buttons below.
  • Edit anything that looks incorrect on the report right there, in Slack.
Screen Shot 2020-05-19 at 5.31.00 PM
 

Configuring Troops Command

  1. Go to Troops app and select 'Troops On Command'.
  2. Configure fields you would like to display when searching an object in Salesforce using Troops.
  3. Scroll down to 'Actions on Command' and design the actions you'd like to take when using /troops-action.
  4. Once you have the actions, make sure to include all the required fields that must be updated when creating/editing that object.
  5. Troops-reports surfaces all of the reports you have set up using Troops workflows and makes them available to you on demand.
troops command
"We believe that every rep that takes 100 actions with Troops in the field each month returns about 8 hours and 20 minutes back (or one working day). Over the course of a year, that's an entire vacation!"
0-4-1
Royce Marcus
Sales Strategy, DoorDash
"Troops Command is a tremendously powerful tool that can help our managers save a tremendous amount of time and brainpower on administrative tasks."
0-6-1
James Mowery
Sales Enablement, DoorDash
"The thing that I love most about Troops is you don’t have to be an expert at Salesforce to use its information in Troops."
0-7-1
Greg Merson
Sales Operations, HyperScience

Troops Command Resources

Check out case studies, commands in action & how-to build videos here


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