RepRoute for Salesforce
In developmentPlan your Salesforce accounts in RepRoute today.
Direct Salesforce sync is in development. Until it’s ready, export your accounts to a spreadsheet and import them. Everything else in RepRoute works exactly the same.
From Salesforce to a planned week
- 01
Export from Salesforce
Export your accounts as a CSV or Excel file.
- 02
Match two headings
Make sure the first row has name and address columns.
- 03
Import and plan
Upload the file when you start a trip, and RepRoute builds the days.
Want to know when Salesforce sync is ready?
Send us a line and we’ll tell you when it’s live. Knowing who’s waiting helps us decide what to build next.
Don’t wait for the sync.
Plan this week’s Salesforce accounts from a spreadsheet, or try the planner on a sample trip first.