VesForce

Search Owner Priority Stale only

as low as $50 a month

Email Outbox 0

Messages are queued whenever a card enters a stage with assigned owners.

API Gateway Settings

Use your AWS API Gateway webhook URL for live Salesforce sync and stage notifications.

Webhook URL (recommended) Webhook Shared Secret (local only) Legacy API Base URL (optional) API Key (local only) Auto Sync Minutes (0 disables background sync)

Shared State API URL Cognito Region Cognito User Pool Id Cognito App Client Id

Name: -
Email: -
Team: -

Permission Matrix

Role	Move Cards (Lead + Opp)	Move Cards (Post Opp)	Post Opp Notifications
Admin	Yes	Yes	None by default
EmpAdmin	Yes	Yes	None by default
Sales Support	Yes	Yes	Create Contract, Create MO/WO
Accounting	Yes	Yes	Pull Security Deposit, Charge Sold Order, Charge Buyout
Sales Rep	Yes	No	None

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Account Hierarchy

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Pre-Install Checklist

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User Profile

Permission Matrix

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