Salesforce Sales Cloud integration for your own
personal dashboard or intranet
adenin puts Salesforce Sales Cloud data and all your other apps into a personal dashboard. Work smarter and interact, create, or embed your apps anywhich way you want.
Used by large and small organizations, Sales Cloud is probably the most popular CRM in the world. And with the adenin app for Sales Cloud you can maximize your productivity even further, by always seeing everything at a glance.
Installing this app allows you to place easily customizable Adaptive Cards on your Board. These contain all your most crucial info at a glance, and can be easily customized by users to completely match their needs.
- Don't take attention away from your current task by placing the Sales Cloud Adaptive Card right next to your other Cards on your dashboard
- Never miss a new contact or forget an upcoming task deadline with adenin sending you real-time notifications whenever something changes
- Conveniently add new contacts, tasks or events to your Sales Cloud account from your adenin dashboard
- Train the built-in AI chatbot to answer your most important Sales questions, such as "What are today's leads?" or "Show me tasks that are due this week"
Make your own Adaptive Cards from Salesforce Sales Cloud data
Once you connect the Salesforce Sales Cloud API to your adenin account, a Card with your desired data will be generated and added to your dashboard.
Making changes to this Card's layout is easy with our low-code Adaptive Card designer. Simply click on the ··· button and then Edit in Designer.
It's incredibly developer-friendly and lets you drag-and-drop new elements into your design, or adjust the visual properties by selecting any element from the preview area.
How to install the Salesforce Sales Cloud integration on your personal dashboard
Click the Add button belowAdd Salesforce Sales Cloud to adenin
Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Salesforce Sales Cloud integration will start.
Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce Sales Cloud account and more attributes (if they are required).
At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Salesforce Sales Cloud API.
Salesforce Sales Cloud
Your Card will now appear on your adenin dashboard.
Modify or embed your Adaptive Card from the ··· button in the top right-hand corner of your card:
Click Edit in Designer to open the Card's layout in the low-code Adaptive Card designer.
By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Salesforce Sales Cloud integration works as a SharePoint web part, or with chatbots such as Microsoft Teams.