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Introducing Spanning Salesforce™

Spanning Salesforce lets you track your most important Salesforce.com information—including leads, opportunities, contacts, events, tasks, documents, and more—using RSS. And by using the same technology that powers podcasting, Spanning Salesforce delivers price lists, collateral, and other documents stored in Salesforce.com right to your laptop, desktop, or mobile device.

Requirements

To get started, all you need is an Salesforce.com Enterprise Edition account and an RSS reader that supports secure feeds. Popular choices include FeedDemon for Windows, NewsGator Inbox for Microsoft Outlook, NetNewsWire for OS X, and Newsclip and FreeNews for mobile devices.

Subscribe

Once you've signed up, you'll be able to subscribe to Spanning Salesforce feeds using any RSS reader that supports secure feeds. When prompted, simply log in using your Salesforce.com username and password.

Advanced users can import this OPML file containing all of the feeds.

THAT'S IT

When information is added or changed in your Salesforce.com account, you'll see it reflected in your feeds. If a new lead is assigned to you, you'll see it in the My Unread Leads feed. As leads become opportunities, you'll be able to track changes in your pipeline. If you're responsible for customer support, you'll be notified of case and escalation assignments.

Plus, as new documents are uploaded you'll get not only a notification but also the ability to download any new document with one click. In fact, with your RSS reader properly configured, new documents will be automatically downloaded as they become available.

To subscribe to Spanning Salesforce using the KlipFolio™ RSS Dashboard, download the Klips:
Get the Spanning Salesforce KlipMy Unread Leads
Get the Spanning Salesforce
         		KlipMy Open Opportunities
Get the Spanning Salesforce KlipMy Open Cases



Feeds
Try these suggested feeds or create your own with
Spanning Feed Builder

Leads
Neglected Leads
My New Leads
My Unread Leads

Opportunities
My Open Opportunities
All 90% or Better Opportunities
Recent Wins
Recent Losses
My Opportunities Closing Next Month
My Opportunities Closing This Quarter
My Opportunities Closing Next Quarter
My Opportunities Won This Quarter
My Opportunities Lost This Quarter
My Opportunities Won Last Quarter
My Opportunities Lost Last Quarter

Cases
My Open Cases
All Open Cases
My Open Escalations

Documents
New Documents

Attachments
New Attachments

Events
My Events Today
My Events Tomorrow
My Recent Events
My Events Later This Quarter
My Events Next Quarter
My Events
My Events with Alarms

Tasks
My Open Tasks
My Overdue Tasks
My Tasks Due Today
My Tasks Due Tomorrow
My Closed, Recently Updated Tasks
My Closed, Recently Due Tasks
My Tasks
My Tasks with Alarms

Contacts
My New Contacts

Users
Inactive Users


SCREENSHOTS OF SPANNING SALESFORCE USING:

Privacy and Security

Privacy and security are of great importance to us. Spanning Salesforce uses HTTP authentication and SSL encryption to protect your private information. The service is hosted in a secure environment and does not store or share your data. Please see our Privacy and Security Statement for details.

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Spanning Salesforce, Spanning Partners, and their respective logos are trademarks of Spanning Patners, LLC. All rights reserved.
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