Salesforce Sales Cloud integration

Salesforce Sales Cloud integration

listed in Automation · Communication · CRM

Updated Nov 11 2022
Digital Assistant logoInstall now Opens in Digital Assistant

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.

  • Don't take attention away from your current task by placing the Sales Cloud Adaptive Card right next to your other Cards on your Board
  • Never miss a new contact or forget an upcoming task deadline with Digital Assistant sending you real-time notifications whenever something changes
  • Conveniently add new contacts, tasks or events to your Sales Cloud account from your Digital Assistant Board
  • Train the built-in AI chatbot to answer your most important Sales questions, such as "What are today's leads?" or "Show me tasks that are due this week"

Use with built-in Cards

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

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Get a version of your leads where they are sorted by priority (requires Priority to be an available field in your Salesforce instance)

Digital Assistant logoInstall this Card

See a list of your open Salesforce tasks conveniently on your Digital Assistant Board

Digital Assistant logoInstall this Card

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)

Digital Assistant logoInstall this Card

Get an Adaptive Card with a list of your Salesforce events conveniently on your Digital Assistant Board

Digital Assistant logoInstall this Card

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.

Digital Assistant logoInstall this Card

Quickly add a new task or reminder to your Salesforce account, by placing this Card in a convenient spot such as your Board

Digital Assistant logoInstall this Card

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.

Digital Assistant logoInstall this Card

Create your own Adaptive Cards with data from Salesforce Sales Cloud

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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.

Digital Assistant logoMake an Adaptive Card for Salesforce Sales Cloud

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