Improve employee happiness by 16%
Never miss another update with real-time Salesforce Sales Cloud data
Make better use of your Viva Connections investment
You can simply add our adenin platform to Viva Connections by following the below button
by securely authenticating and selecting a data source
Salesforce Sales Cloud
and never risk Viva Connections 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.
The new Viva Connections dashboard is a hotly awaited addition that takes SharePoint's appeal as a corporate intranet up to 11. With this new feature, Microsoft has added the ability to create Adaptive Cards for a dashboard which presents employees their data in bite-sized snippets they can expand to reveal more data.
With the Viva Connections extension you can:
Create beautiful Adaptive Cards that show an image and text in two sizes. These are ideal for internal comms, i.e. news or digital signage
Add snippets of data for things users frequently want to see at a glance, i.e. their PTO allowance, open tasks, tickets, etc.
Connect Cards to live data sources from the App Directory
With this new extension for Viva Connections, you can create a much more seamless employee experience that turns your ordinary SharePoint into an extraordinary digital workplace hub.
Digital Assistant already uses enhanced Adaptive Cards, that can connect to 3rd party business apps. This lets organizations create real-time "snippets" of data from any 3rd party app, not just limited to Microsoft, that can in turn be pushed to Microsoft Viva Dashboard.
You can start making your own Adaptive Cards with the built-in Adaptive Card designer, that offers beautiful business templates as well as out-of-the-box connections to dozens of business apps.