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Salesforce and Personal dashboard integration

Easily show your live Salesforce data inside Personal dashboard

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

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Screenshot of Personal dashboard
App picker with Salesforce selected
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Salesforce

Create Case

Your Salesforce data is now securely showing in Personal dashboard

Salesforce icon connected icon personal-dashboard icon

Connect your Salesforce data to your team dashboard using the {connector} integration from adenin. This feature allows you to add Adaptive Cards with your Salesforce data to create a personal dashboard, that lets you monitor and stay on top of your sales metrics.

Using adenin’s integration, managers can work smarter, not harder. Here's what you can achieve with this integration:

  • Work Smarter Not Harder: Centralize your data and monitor your team's progress from one place. This allows you to make informed decisions faster.
  • For Managers: This integration is perfect for managers who need to have a bird's eye view of their team's productivity and sales performance.
  • Adaptive Card Designer: Customize your dashboard with the adaptive card designer to highlight the most important Salesforce data points.
  • Notifications: Get instant notifications about updates or changes in your Salesforce metrics directly on your dashboard.

Don't miss out on the opportunity to streamline your team's performance. Start your free adenin account today and see your productivity skyrocket!

Connect Salesforce 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

Microsoft Teams Viva Connections

Frequently asked questions about Personal dashboard Salesforce integration (FAQ)

What data sources are available for Salesforce?

Salesforce provides the following 9 data sources:

Salesforce integration
Create Case
Create a new case on your Salesforce account
Salesforce integration
Create Event
Create a new event on your Salesforce account
Salesforce integration
Create Lead
Create a new lead on your Salesforce account
Salesforce integration
Create Task
Create a new task on your Salesforce account
Salesforce integration
Next events
See upcoming events from your Salesforce account
Salesforce integration
Open cases
See open cases from your Salesforce account
Salesforce integration
Open leads
See open leads from your Salesforce account
Salesforce integration
Open tasks
See open tasks from your Salesforce account
Salesforce integration
SOQL Query
View the results of an SOQL query from your Salesforce account.

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) 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, IT and Marketing teams at small to large organizations. The data sources that are built into Salesforce (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 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?

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

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce 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 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 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 integration will start.

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

    Image of Salesforce securely connecting with authorization from user
    Salesforce icon

    Salesforce

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

  5. Modify or embed your Salesforce 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 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 Automation applications, such as Salesforce. 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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