Salesforce icon connected icon viva-connections icon

Salesforce and Viva Connections integration

Easily show your live Salesforce data inside Viva Connections

Turn Salesforce in an Adaptive Card (ACE) on your Viva dashboard and supercharge your intranet

Screenshot of Viva Connections
App picker with Salesforce selected
Salesforce icon

Salesforce

Create Case

Your Salesforce data is now securely showing in Viva Connections

Salesforce icon connected icon viva-connections icon

Sharpen your productivity edge with adenin’s Salesforce and Viva Connections integration. This intuitive and powerful combination allows you to embed Salesforce data directly into your Viva Connections dashboard, using the magic of Adaptive Cards (ACE).

Unlock the full potential of this integration and get your data flowing with ease, right at your fingertips! 👩‍💻

Features:

  • Display your Salesforce data as Adaptive Cards in Viva Connections.
  • Streamline your workflow by accessing all your critical data from one location.
  • Developer-friendly integration that makes adapting and scaling a breeze.

Benefits:

  • Boost productivity by getting sales updates, lead info, and pipeline statistics without leaving Viva Connections.
  • Elevate your collaboration game by sharing Salesforce data within your team without switching tools.
  • Enjoy the ease of customization with Adaptive Cards, making your data work the way you want it to.

Embrace the future of productivity and start your free account with adenin today. Let's revolutionize the way you interact with your business data. Imagine all your important updates, all in one place, and all in real-time. Who said you can't have it all? With adenin, you can! đź’Ş

Connect Salesforce to Viva Connections now

About adenin’s Viva Connections channel

With the Viva Connections dashboard you have the ability to turn apps from the App Directory into Adaptive Card extensions. These Cards present employees their data in bite-sized snippets and can be expanded to show more details.Use ACE Adaptive Card... Read more

Alternative intranet to Viva Connections

Frequently asked questions about Viva Connections 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 Viva Connections integration free?

Yes, Viva Connections 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 Viva Connections 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 Viva Connections integration for?

adenin’s Viva Connections 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 Viva Connections 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 Viva Connections.

Do I have to be a developer to use the Viva Connections 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 Viva Connections 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 Viva Connections?

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 Viva Connections. 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 Viva Connections) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Salesforce integration for Viva Connections

With adenin you can easily integrate any business app into Viva Connections

  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 Viva Connections integration to your Viva Connections account.

  1. Click the Install now button above to add the Card maker for Viva Connections extension to your Sharepoint page

  2. During the installation, select to Enable this app and add it to all sites, then press Add

  3. After the installation you will be asked to "Approve access so this app works as designed" which you should follow by clicking on Go to API Access Page

  4. There select Microsoft Graph for the correct package and then press Approve. Our Viva app is now correctly installed and ready to go.

  5. Now go to your Dashboard, usually located at <your-sharepoint-domain>/SitePages/Dashboard.aspx, and add a new Card maker for Viva Connections Card

  6. Then select the icon and select Embed an existing Card

  7. Now copy your Card Share URL and paste it in the Viva Card

  8. Optionally, you can edit your Card's Quick or Card View by clicking Edit in Designer or Edit the Quick View

Salesforce logo Xero logo Confluence logo New Relic logo Smartsheet logo Webex logo Trello logo
Typeform logo Workday logo Airtable logo Shopify logo Sage logo Freshdesk logo Asana logo

With all our other apps, your possibilities are endless

adenin’s Viva Connections integration isn't just limited to Automation applications, such as Salesforce. Truly transform your Viva Connections 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.

Browse App Directory 
All product names, logos, and trademarks are property of their respective owners. All company, product and service names used on this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.