Natively change Record Types of Person Accounts to Business Accounts and Contacts with an intuitive flow based interface.

1️⃣ Convert Person Account to Business and Contact
2️⃣ Convert Contact into a Person Account
3️⃣ Convert Business Account/Contact to Person Account

Easily convert a Lead from a Flow or Process Builder using clicks not code. When your record meets a condition it will converted automatically – no need to manually convert.

1️⃣ Automatically convert Lead based on Record Criteria
2️⃣ Choose to optionally create a Opportunity on conversion
3️⃣ Match to existing Account or Contact

Make User Licences and Permission Set Licence Tracking a breeze with reports and dashboards.

1️⃣ Easily keep track on your User and Permission Set Licences using custom objects via a simplistic interface
2️⃣ Track usage and report on this using the provided Reports and Dashboard functionalities
3️⃣ Provides the framework to extend using your own reports and automations

Automatically relate Contacts to User Records to effectively manage and report on your Experience Cloud Users

1️⃣ Easily match Contacts to Experience Cloud Users
2️⃣ View User fields at Contact level
3️⃣ See User Email and Contact Email mismatch
4️⃣ Report on Contact and User Data

Automatically reassign a Territory when it’s updated by another process or a user forgets to select the checkbox on a record.

1️⃣ Run Territory Assignment Rules on any update
2️⃣ Trigger Territory Assignment Rules from Flow
3️⃣ Trigger Territory Assignment Rules from Process Builder

Meet the Trigg Retail Media Performance Agent – crafted to empower sales and ad ops teams with unparalleled control over their campaigns:

⚡ Campaign Summaries: Real-time actionable insights to address pacing and performance issues instantly

🎯 Transparency: Keep teams aligned, informed, and empowered with timely updates that drive smarter decisions

⏱️ Save Time: Automate reporting and alerts to focus on high-value strategic initiatives

🔄 Stronger Collaboration: Accelerate response times and engagement via #Slack, MS Teams, email, or self-serve

Say goodbye to manual reporting, misaligned teams, and juggling multiple tools. Take the leap to smarter, faster, and more effective campaign management. Discover the difference today!

Say hello to the Trigg Retail Media Reporting Agent, your new best friend for simplifying campaign reporting. With just one click, you can whip up monthly and daily campaign reports ready to share with your brand, advertiser, or agency partners!

📊 Instant Reports: Generate visual XLS, PDF, or PPT campaign reports faster
⏰ Set It & Forget It: Schedule reports to go out daily, weekly, or monthly
✔️ Spot-On Accuracy: Wave goodbye to tedious admin and manual errors
📅 All the Metrics: Impressions, CTR, Viewability, Pacing and more – served up fresh
🤝 Collaboration, Simplified: Share insights seamlessly in one-click

Work smarter, not harder – and make reporting fun (yes, fun!), thanks to our friends at Salesforce and Documill.

Ready to see the magic? Let’s go! ✨

Designed for organisations that run complex, omni-channel media campaigns and require seamless collaboration with third-party brand, advertiser and agency partners. Key features include;

Planning and Collaboration
Customisable visual brief ready for you to plan, share and collaborate with your advertiser, agency or brand partners in seconds

Consistency and Accuracy
Reduce human error, improve decision making, and campaign performance – say goodbye to manual copy and pasting

Flexible and Easy to Use
Build your media campaign, and generate an easy-to-read XLS, DOC, PDF or PPT brief in just one-click

Make campaign planning smoother, faster, and more reliable with less overheads!