Standard use cases

Compass takes care of many Standard Use-Cases for your convenience and compatibility of our system with Salesforce CRM such as: New user creation from Salesforce Data fetch & real-time sync Data Transformation Join creation Variable creation Program creation

All the Admin users and sales agents as per their set permissions are updated from Salesforce onto Compass as Admin users and Partners respectively. This is an automated process managed by Compass. User hierarchy and accessibility rights are maintained and kept the same on Compass, exactly matching with how they were on Salesforce.