Improve employee happiness by 16%
Never miss another update with real-time Salesforce Sales Cloud data
Make better use of your SharePoint investment
Install the SharePoint integrationYou can simply add our adenin platform to SharePoint by following the below button
by securely authenticating and selecting a data source
Salesforce Sales Cloud
and never risk SharePoint users missing another update
Used by large and small organizations, Sales Cloud is probably the most popular CRM in the world. And with the Digital Assistant 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.
See your open Salesforce leads in a simple Adaptive Card list, that you can easily customize with the Adaptive Card designer by clicking on ··· → Edit in Designer
Similar version: Sorted by priority
Get a version of your leads where they are sorted by priority (requires Priority to be an available field in your Salesforce instance)
See a list of your open Salesforce tasks conveniently on your Digital Assistant Board
Similar version: Sorted by priority
Get an alternative version of this Card where your tasks are sorted by priority (requires Priority to be an available field in your Salesforce instance)
Get an Adaptive Card with a list of your Salesforce events conveniently on your Digital Assistant Board
Create new leads in your Salesforce account with this easily adjustable Adaptive Card form. Just fill it out, and without having to leave your Assistant, you can create a new Salesforce lead.
Quickly add a new task or reminder to your Salesforce account, by placing this Card in a convenient spot such as your Board
Make new events for your Salesforce account without having to go out of your way to open Salesforce in a new tab. Perfect for when you had a passing thought, are currently on the phone with a customer, or just don't want to break your flow.
The built-in Cards are Adaptive Cards, which you can easily customize by clicking on Edit in Designer. That's useful to change the layout, add extra fields or change some of the formatting without the need to code anything.
But you can also make entirely new Adaptive Card for Salesforce Service Cloud using the built-in Adaptive Card designer. It automatically and securely connects with Salesforce's RESTful API. All you have to do is direct the Designer to a SOSL search of your choosing. To do this click on Connect to data source and enter the connection string /services/data/v54.0/query?q= followed by your SOSL search string.
Make working together better with the Card maker webpart that easily lets you embed your Adaptive Cards in SharePoint.
Supercharge your SharePoint intranet by enhancing it with Adaptive Cards that can show interactive elements, e.g. rich media, lists, forms, buttons and expanding sections. Browse business templates →
Connect Adaptive Cards to live data sources to show users their up-to-date information at a glance. This makes it simple to display data from other business apps and sources on any SharePoint page. Browse all compatible apps →
Easily embed any Adaptive Card on SharePoint pages using the Card maker web part's simple Card Share URL feature. Simply copy-and-pasted the address across from the Adaptive Card designer.
Create versatile digital experiences, by using Adaptive Cards to show key metrics users need, enable easy form submissions, offer a convenient location for all kinds of task and issue lists, create visually exciting digital signage, etc.
Ready to supercharge your SharePoint intranet with the addition of a digital workplace? Get started today and see the difference Digital Assistant's Card maker web part can make to your workplace.
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Make an Adaptive Card for Salesforce Sales Cloud
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