Entity Search for Salesforce
Search anything quickly in your Salesforce Org
Adds Strategi quick-search buttons beside Salesforce company and industry values.
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Strategi for Salesforce adds a small Strategi icon next to company and industry values in Salesforce. Click the icon to open a non-intrusive side panel and automatically run a Strategi search for that exact value. This helps revenue teams research accounts, leads, and markets without leaving their Salesforce workflow.
Key features:
One-click Strategi search from Salesforce
Works on company/account and industry fields
Opens in side panel (no disruptive tab switching)
Search triggers only when user clicks
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Search anything quickly in your Salesforce Org
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