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Salesforce

Salesforce integration

Supports Sales Cloud, Exacttarget Marketing Cloud and Salesforce1 Platform

Cloud · Published Jan 24 2019

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?
Credit Control

Credit Control Card

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

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Customers Nearby

Customers Nearby Card

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

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Deal Status

Deal Status Card

Shows you the status of current and pending customer deals.

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Finance

Finance Card

See relevant financial updates pertaining to your role

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Budget Update

Budget Update Card

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

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Sales Suggestions

Sales Suggestions Card

See AI-powered suggestions for your sales cycle

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Sales Update

Sales Update Card

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

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Approvals

Approvals Card

Shows you all pending approvals that require your attention.

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Project Tracker

Project Tracker Card

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

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AI Recommended Content

AI Recommended Content Card

Shows you AI-powered suggestions for content you may enjoy

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Goal Attainment

Goal Attainment Card

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

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Add to your Digital Assistant
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