Salesforce Sales Cloud and Personal dashboard integration

Frequently asked questions about Personal dashboard Salesforce Sales Cloud integration (FAQ)

What data sources are available for Salesforce Sales Cloud?

Salesforce Sales Cloud provides the following 0 data sources:

Is the Personal dashboard integration free?

Yes, Personal dashboard is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Personal dashboard are free, the use of adenin (including using data from Salesforce Sales Cloud) incurs usage charges according to your plan. See the pricing page for details →

Who is the Personal dashboard integration for?

adenin’s Personal dashboard connector is a popular choice for Customer Service, Marketing and Sales teams at small to large organizations. The data sources that are built into Salesforce Sales Cloud (see above) are incredibly simple to integrate into Personal dashboard and don't require any technical know-how. The adenin platform completely handles authenticating with Salesforce Sales Cloud and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Personal dashboard.

Do I have to be a developer to use the Personal dashboard integration with Salesforce Sales Cloud?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Sales Cloud is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Salesforce Sales Cloud integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Salesforce Sales Cloud data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Personal dashboard integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Salesforce Sales Cloud data is safely delivered to Personal dashboard?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Sales Cloud data and in turn authorize us to share this data with Personal dashboard. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Personal dashboard) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.