Salesforce Sales Cloud and Viva Connections integration

Q: What data sources are available for Salesforce Sales Cloud?

Salesforce Sales Cloud connector provides the following 0 data sources:

Q: Who is the Viva Connections integration for?

adenin’s Viva Connections integration is a popular choice for Customer Service, Marketing and Sales teams at small to large organizations. The data sources that are built into Salesforce Sales Cloud are incredibly simple to integrate into Viva Connections and don't require any technical know-how. The adenin platform completely handles authenticating with Salesforce Sales Cloud and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Viva Connections.

Q: Do I have to be a developer to use the Viva Connections integration with Salesforce Sales Cloud?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Sales Cloud is just one of many examples. As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Salesforce Sales Cloud 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 Sales Cloud 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.

Q: How does adenin ensure my Salesforce Sales Cloud data is safely delivered to Viva Connections?

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Sales Cloud 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.

Open up a world of data integration by adding Salesforce Sales Cloud Cards right into your Viva Connections dashboard with adenin. This tech-smart solution lets you do more and be more, bringing the power of Salesforce Sales Cloud right into the heart of Viva Connections. This integration is easy to implement, helping to make your work life less clunky and more seamless.

Features

Super simple integration of Salesforce Sales Cloud data into Viva Connections using Adaptive Cards
Gain unified access to crucial business data in real time from your Viva dashboard
Create custom Adaptive Cards using the ACE framework

Benefits

Say goodbye to tab-switching and hello to integrated data, right where you need it
Enjoy the beauty of Adaptive Cards delivering Salesforce Sales Cloud data in a user-friendly format
Make use of ACE to customize your Adaptive Cards, putting the power in your hands
Gain a real-time, 360-degree view of your business data, all in one place
Seamless integration makes your life easier and your work more efficient

Ready to simplify your data and streamline your workflow? Start your free account with adenin and make the most of Salesforce Sales Cloud Cards in your Viva Connections dashboard today.

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

SharePoint

Microsoft Teams

Frequently asked questions about Viva Connections Salesforce Sales Cloud integration (FAQ)

What data sources are available for Salesforce Sales Cloud?

Salesforce Sales Cloud provides the following 0 data sources:

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

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

We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Sales Cloud 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 Sales Cloud integration for Viva Connections

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

1. Add Salesforce Sales Cloud to adenin
2. Integrate adenin into Viva Connections

Click the Add button below
Add Salesforce Sales Cloud to adenin
Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Salesforce Sales Cloud integration will start.
Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce Sales Cloud 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 Sales Cloud API.
Salesforce Sales Cloud
Your Card will now appear on your adenin dashboard.
Modify or embed your Salesforce Sales Cloud 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 Sales Cloud 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.

Click the Install now button above to add the Card maker for Viva Connections extension to your Sharepoint page
During the installation, select to Enable this app and add it to all sites, then press Add
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
There select Microsoft Graph for the correct package and then press Approve. Our Viva app is now correctly installed and ready to go.
Now go to your Dashboard, usually located at <your-sharepoint-domain>/SitePages/Dashboard.aspx, and add a new Card maker for Viva Connections Card
Then select the icon and select Embed an existing Card
Now copy your Card Share URL and paste it in the Viva Card
Optionally, you can edit your Card's Quick or Card View by clicking Edit in Designer or Edit the Quick View