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Account operations workspace
Unify permitted account and opportunity context with the work your team needs to deliver.
Marketing & Ads
Build more with Salesforce.
Connect to Salesforce CRM to manage leads, contacts, opportunities, and accounts. Shape those capabilities into a system that fits your team.
Build concepts, not preinstalled apps. Provider plans, permissions, and API availability apply.
The possibilities
What could you build?
02
Opportunity approval desk
Give reviewers a focused place to evaluate deal exceptions before they are written back.
Start with the account operations workspace.
Keep the first version small enough to test with the people who will use it.
- 01Salesforce
- 02Account operations workspace
- 03Reviewed next action
- 01
Choose the first job
Use the first idea as your brief: Unify permitted account and opportunity context with the work your team needs to deliver. Name the person responsible and the information they need to act.
- 02
Confirm access before connecting
Check object and field permissions. Preserve record IDs, ownership, and the distinction between sandbox and production.
- 03
Shape the app with Scout
Use the starter prompt below. Ask Scout to propose the records, source field mapping, views, and access rules. Preview sample data before connecting Salesforce; keep source IDs so records stay traceable.
- 04
Pilot, then expand
Test with a small approved dataset and a least-privileged user. Check missing records, revoked access, repeated events, and failed requests. Enable live writes or messages only after the responsible owner approves the workflow.
Start with this prompt
Paste into Scout, then adapt it to your team. Do not paste credentials or private customer data.
Create this app with Salesforce: Account operations workspace. Unify permitted account and opportunity context with the work your team needs to deliver. Start with sample data and a small, approved set of records. Before connecting live data: Check object and field permissions. Preserve record IDs, ownership, and the distinction between sandbox and production. Propose the data model, access rules, and source-to-app field mapping before implementation. Add source links, a last-updated time, and clear empty and connection-error states. Keep credentials out of client code. Require human approval for external messages, source changes, or money movement. Test duplicate events, revoked access, and recovery before publishing.
Take it further
Make it work your way.
Start with Scout, or map the first build with our team.