Improve employee happiness by 16%
Never miss another update with real-time Salesforce Sales Cloud data
Make better use of your Microsoft Teams investment
You can simply add our adenin platform to Microsoft Teams by following the below button
by securely authenticating and selecting a data source
Salesforce Sales Cloud
and never risk Microsoft Teams users missing another update
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.
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
Similar version: Sorted by priority
Get a version of your leads where they are sorted by priority (requires Priority to be an available field in your Salesforce instance)
See a list of your open Salesforce tasks conveniently on your Digital Assistant Board
Similar version: Sorted by priority
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)
Get an Adaptive Card with a list of your Salesforce events conveniently on your Digital Assistant Board
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.
Quickly add a new task or reminder to your Salesforce account, by placing this Card in a convenient spot such as your Board
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.
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.
Ask your smart assistant as if it was just another colleague, with the intelligent chatbot for Microsoft Teams. Just ask it any question and have it pull up real-time information, or browse your pinned Cards.
The Assistant app for Microsoft Teams is a great way to upgrade your Digital Workplace experience to include an easy point of access to any other cloud apps you use in your organization. Any app Digital Assistant is connected to can be queried from the chatbot feature in the Assistant Teams app, just use a natural question and the AI engine will match your intent to available Cards.
Using Adaptive Cards, the Digital Assistant bot sends responses in the form of interactive Cards. See rich media responses including images, charts and graphs, fill out forms on-the go, and take actions with Adaptive Card buttons directly from within Microsoft Teams.
Directly look up data from any other cloud application with the conversational chatbot interface
Get real-time information in the form of Adaptive Cards which can be customized to include different layouts, interactive buttons or even charts
Access Cards pinned to your Board and browse your latest notifications from the Board and Notifications tab
Add the Assistant to group chats to pull up vital data in your group conversation and add context without having to link out to another page