Salesforce integration

Understand and engage with your customers better than ever with the Salesforce app. Keep on top of individual customer tasks and leads and get instant notifications when something new needs your attention. Additionally you can pin Cards to your Board which allows you to better monitor your contacts.

Turn adenin into a Sales productivity tool that allows you to efficiently stay on top your sales objectives
Get instant updates from your Salesforce account, including open cases, leads and tasks
Conveniently submit new cases, events or leads from the built-in forms
Offer Salesforce Cards on multiple built-in Channels, such as Microsoft Teams or SharePoint

Adaptive Cards for Salesforce

It's easy to make your own Salesforce Cards with live data from the API.

Once you connect the Salesforce 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.

Available data sources

The Salesforce API provides these 8 endpoints:

Create Case

Create Event

Create Lead

Create Task

Events

Open Cases

Open Leads

Open Tasks

Popular channels

Users love to use Salesforce within these business apps:

ChatGPT integration New

Ask our ChatGPT plugin anything about your Salesforce data and get real-time replies

SharePoint integration

With our Card maker web part you can easily add Salesforce to any SharePoint page and customize the layout using the built-in Adaptive Cards Designer

Microsoft Teams integration

Get the power of a smart assistant that talks to your Salesforce data and pin relevant Adaptive Cards to the built-in dashboard

Browse all channels

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