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Salesforce Service Cloud and Personal dashboard integration

Easily show your live Salesforce Service Cloud data inside Personal dashboard

Get a personal dashboard for your Salesforce Service Cloud data that can be easily modified to suit your needs

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Screenshot of Personal dashboard
App picker with Salesforce Service Cloud selected
Salesforce Service Cloud icon

Salesforce Service Cloud

Live data

Your Salesforce Service Cloud data is now securely showing in Personal dashboard

Salesforce Service Cloud icon connected icon personal-dashboard icon

Integrate your Salesforce Service Cloud data with Adaptive Cards in adenin, and work smarter, not harder. With this integration, you can create a team dashboard full of actionable data, tailored specifically for managers. You can customize the look and feel of the dashboard with our Adaptive Card Designer, and even set up notifications to stay on top of your account.

Features:

  • Integration with Salesforce Service Cloud data
  • Team Dashboard: Create a customized dashboard that provides a snapshot of your Salesforce data.
  • For Managers: Tailor your dashboard to your needs with actionable data to make strategic decisions.
  • Work Smarter, Not Harder: No need to switch between multiple apps, access all your data in one place.
  • Adaptive Card Designer: Design your own cards to showcase the data that matters to you.
  • Notifications: Never miss an update with notifications about changes to your account.

Benefits:

  • Increased productivity by having all necessary data in one place.
  • Time-saving with immediate access to critical information.
  • Eliminates the need to switch between multiple apps.
  • Customization which allows you to prioritize and showcase what matters most.
  • Seamless integration with your existing work tools.

Start your free account with adenin today and streamline your data management process!

Connect Salesforce Service Cloud to Personal dashboard now

About adenin’s Personal dashboard channel

Just like your favourite workplace applications, adeninʼs own personal dashboard is yet another choice of where you can store your Adaptive Cards. Our own dashboard is a React component that renders all your Adaptive Cards, and with simple drag-and-drop you... Read more

Alternative dashboard to Personal dashboard

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

What data sources are available for Salesforce Service Cloud?

Salesforce Service 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 Service 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, Human Resources and IT teams at small to large organizations. The data sources that are built into Salesforce Service 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 Service 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 Service Cloud?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Service 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 Service 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 Service 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 Service Cloud data is safely delivered to Personal dashboard?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Service 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.

Install Salesforce Service Cloud integration for Personal dashboard

With adenin you can easily integrate any business app into Personal dashboard

  1. Click the Add button below

    adenin logoAdd Salesforce Service Cloud to adenin

  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Salesforce Service Cloud integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce Service 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 Service Cloud API.

    Image of Salesforce Service Cloud securely connecting with authorization from user
    Salesforce Service Cloud icon

    Salesforce Service Cloud

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Salesforce Service Cloud 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 Service Cloud works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Personal dashboard integration to your Personal dashboard account.

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With all our other apps, your possibilities are endless

adenin’s Personal dashboard integration isn't just limited to Helpdesk applications, such as Salesforce Service Cloud. Truly transform your Personal dashboard experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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