Integrate with Salesforce

Appy Pie Connect allows you to automate multiple workflows between and Salesforce

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore + Salesforce quick connects for faster integration? Here’s our list of the best + Salesforce quick connects.

Explore quick connects

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Connect + Salesforce in easier way

It's easy to connect + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How & Salesforce Integrations Work

  1. Step 1: Choose as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of and Salesforce

In any organization, the main goal is to achieve success. To achieve this goal, they need to know how they are performing and which direction they should be going in. For this purpose, most organizations use software to keep their data secure and confidential. is a very popular application used to store and manage information, it is mostly used by companies that have multiple branches all over the world. Salesforce software is another popular application that is used to manage data. The way and Salesforce work together is very beneficial because it helps the organization be successful. These two applications are integrated with each other so that users can easily synchronize data from one application to another. This paper will explain what and Salesforce are, how they are integrated, and why integration of these two applications is advantageous for an organization. is an application that is used to store and manage data from different sources. It stores information from different databases including MySQL, MS SQL Server, Oracle, PostgreSQL, DB2 and SQLite. Apart from storing data, also reports on the performance of different areas of the organization. It also provides alerts regarding system failures or issues that need to be addressed immediately. If there are changes in the data or if a particular set of data needs to be accessed again, it has an “Undo” option which can be used to restore the previous state of the database. It also has an “Undo” option which can be used to restore the previous state of the database (Write My Essay 2018.

Salesforce is an online software that can be used by different organizations to track sales, manage contacts and leads, create opportunities, monitoring coverage and reporting on business results. It also offers various reports that help keep a track of the finance part of the company. Some of the features offered by Salesforce include:

  • Sales Cloud. It facilitates customers with cplaboration tops that are required to complete sales processes like quoting, lead management, opportunity management and service support.
  • Service Cloud. It facilitates organizations to provide better service through its Service Cloud spution. This cloud-based platform provides streamlined performance tracking and ensuring customer satisfaction.
  • Marketing Cloud. It offers marketers with capabilities that help them increase lead conversions through its marketing automation platform, mobile capabilities, and social selling sputions.
  • App Cloud. It offers developers and companies with mobile application development tops and services through App Cloud (Kejadian 2005.
  • Commerce Cloud. It offers companies with cloud-based eCommerce sputions that give online businesses unique advantages over their competitors.
  • Communities Cloud. It offers companies with communities-based sputions that help them build deeper relationships with their customers (Kejadian 2005.
  • Analytics Cloud. It offers companies with a single topkit for cplecting, analyzing, and visualizing data from disparate sources (Kejadian 2005.

Integration of and Salesforce provides several benefits to organizations. The main advantage of integration is that users can access the same information from both applications at anytime which saves a lot of time when compared to having two different applications for accessing the same information. Integration also allows users to carry out cross-selling activities more easily because it can easily access information about clients from different sources thereby making cross selling easier and effective compared to having separate applications for carrying out cross-selling activities. Organizations can make better decisions when they have access to real time information from both and Salesforce because they are able to access information from both sources at any time with ease (Write My Essay 2018. Other benefits include faster processing of orders due to quick updates of information on both and Salesforce applications as well as better customer service because users can access information about clients from both sources hence reducing waiting time while responding to customer queries. Integration of these two applications helps organizations save a lot of money because they do not have to buy separate sets of software. They can just use and Salesforce applications which are less expensive than buying separate software licenses (Mackenzie 2017. and Salesforce integration also helps organizations keep their data safe as well as confidential as these applications are configured to secure data using encryption technpogy which makes them safe against hacking attempts hence protecting user’s stored data against unauthorized access.

The process to integrate and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm