Salesforce integrationPublished Jan 24 2019 Add to Digital Assistant

Salesforce integration

Supports Sales Cloud, Exacttarget Marketing Cloud and Salesforce1 Platform

Understand and engage with your customers better than ever with the Salesforce integration for Digital Assistant.

Keep on top of individual customer tasks and emails, get notifications for customer service tickets, view Salesforce analytics, reporting and forecasting information and more - all in one place, available on all of your favorite devices.

By pinning sales forecasts, marketing updates, customer information and more to your Board, you can create customized dashboards for an at-a-glance overview of the information you need to succeed.

Supports SSO Supports real-time notifications
Contains these Cards How do I get Cards?

AI Trending Documents

Shows you AI-powered suggestions for documents you might find useful

More details

Approvals

Manage all of your approval workflows in one place, in no time at all

More details

Budget Update

See how much of the quarter's budget is left.

More details

CRM

See key updates and alerts for sales meetings, goals, budgets and more

More details

Credit Control

See customers who are close to or have exceeded their credit limit.

More details

Customers Nearby

Shows you information on customers who are close to your location.

More details

Deal Status

Shows you the status of current and pending customer deals.

More details

Finance

See relevant financial updates pertaining to your role

More details

Goal Attainment

See how your current progress compares to your weekly, monthly and quarterly targets

More details

My Documents

Quickly find and access your documents with Digital Assistant

More details

Project Tracker

Stay on top of projects with task notifications and check-in reminders

More details

Sales Suggestions

See AI-powered suggestions for your sales cycle

More details
Reviews
Be the first one to review this integration.

How would you rate this integration?