Salesforce integration
listed in Automation · CRM · Database
Updated Nov 11 2022
Install now Opens in Digital AssistantUnderstand and engage with your customers better than ever with the Salesforce app for Digital Assistant. Keep on top of individual customer tasks and leads and get instant notifications when something new needs your attention. Additionally you can pin Cards to your Board which allows you to better monitor your contacts.
- Turn your Digital Assistant into a Sales productivity tool that allows you to efficiently stay on top your Sales objectives
- Get instant updates from your Salesforce Sales and Service apps including new contacts, cases, events, tasks, etc.
- Conveniently submit new cases, events or leads from the built-in forms
- Offer Salesforce Cards on multiple built-in Channels, such as Microsoft Teams or SharePoint
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
Install this CardSimilar 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)
Get an Adaptive Card with a list of your Salesforce events conveniently on your Digital Assistant Board
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)
See a list of your Salesforce cases so you quickly spot whenever you have a new case open, without having to manually check your inbox. Perfect for when Salesforce cases go to a shared mailbox.
Similar version: Sorted by priority
Get an alternative version of this Card where your cases are sorted by priority (requires Priority to be an available field in your Salesforce instance)
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.
Open a new case directly in Salesforce without breaking your flow. This Adaptive Card can be easily pinned to your Board or embedded into any other channel where your Digital Assistant is available
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.
Quickly add a new task or reminder to your Salesforce account, by placing this Card in a convenient spot such as your Board
Make custom Adaptive Cards using Salesforce's API
Using the built-in Adaptive Card designer you can easily make your own Adaptive Cards using Salesforce's RESTful API. Let Digital Assistant handle all the pesky authentication, and just point the designer to a SOSL search of your choosing by clicking on the Connect to data source and entering the connection string /services/data/v54.0/query?q= followed by your URL-encoded SOSL search string.
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