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Salesforce Integrations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Salesforce account with Appy Pie Connect

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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.

Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

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How to Integrate Salesforce with Appy Pie Connect

Follow these steps to Integrate Salesforce:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Salesforce App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Salesforce account API key

  6. Your Salesforce app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Salesforce Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}

Salesforce Integration Details

Salesforce, a leading CRM platform, brings all of your customer communication in one place. This enterprise-level application creates personalized customer journeys and multi-channel marketing campaigns that work to capture and target potential leads into repeat clients. Although Salesforce is one of the best customer relationship management tools, it needs to integrate with other applications used within an organization. Salesforce can be integrated with other third-party tools to cater to different purposes, including data, business logic, business analytics, and many more depending on individual requirements. Salesforce is more powerful when you ingrate it with other apps you use in your organization through automation platform. Appy Pie connect allows you to integrate Salesforce with hundreds of other apps without any coding. This Salesforce integration helps you enhance the functionality of your Salesforce account by letting you integrate it with industry-leading software and custom apps you use in your business.

Appy Pie Connect can automate a variety of workflows involved in Salesforce, such as creating leads, contacts, opportunities from emails, online forms, social media ads, and many more. You can use Appy Pie Connect to automatically create leads in Salesforce whenever someone signs up for your email marketing newsletter. Also can move information between your CRM and online payment processing app, and your accounting app whenever someone makes a purchase. You can even automatically send thank you cards to customers after a deal closes. Connecting Salesforce with our automation platform will help you understand your customer needs, solve their problems, and identify opportunities to extend help by managing their information and interactions with your company on a single platform.

Here is how you can use Salesforce with Appy Pie Connect:

  • Integrate Salesforce with Microsoft Teams and automatically Post new Salesforce leads to a Microsoft Teams channel. This Salesforce-Teams integration automates data flow between both apps.
  • Win more customers easily by creating Leads on Salesforce from other lead generation apps such as Facebook Lead Ads, LinkedIn Lead Gen forms, HubSpot CRM, Insightly, Pipedrive, Infusionsoft, and other lead generation platform.
  • Connect Salesforce with Slack and set up personalized messages through Slack, SMS, or emails when there is a new opportunity in Salesforce.
  • Use Salesforce with Google Calendar and automatically add the event in Google Calendar or create a meeting in Zoom whenever a new opportunity is created in Salesforce.
  • Salesforce-LinkedIn integration: Appy Pie Connect automatically adds information to Salesforce whenever a new lead completes one of your LinkedIn Lead Gen Forms.
  • Integrate Salesforce with PayPal and add contacts to Salesforce from new successful PayPal sales without any manual efforts.
  • Salesforce-Shopify Integration: Create new leads in Salesforce for every new Shopify paid orders.
  • Sync Salesforce to WooCommerce and automatically create new WooCommerce orders to Salesforce as leads.
  • Connect Salesforce to Google and instantly add new Salesforce tasks to your Google Calendar.

Appy Pie Connect brings together Triggers (like "New Lead") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

Here is a list of Salesforce Triggers and Actions

  • 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.

  • Find Record

    Finds a record of a specified Salesforce object by a field and value you choose.

  • Find a Contact

    Searches a Contact by a field and value you choose.

Step By Step Salesforce Integration Guide

  1. TTo integrate the Salesforce app with Appy Pie Connect, search and select the app from the app directory. Choose the service required and click the Continue button to move ahead with integration.

    Note: To check more triggers, click “Show More Trigger” at Appy Pie Connect.


  2. Click the Connect an Account button and enter the username/emailID and password for your registered salesforce account you want to integrate at Connect (or directly allow the account if already logged in).


  3. Enter the OTP for the registered account (if logging in with the credentials) and click the Verify button.


  4. Appy Pie Connect will reconfirm the account of Salesforce, click the Continue button to complete the integration.


Quick Tricks for Triggers & Actions With Salesforce at Appy Pie Connect

How Salesforce object and records work at Appy Pie Connect

Standard Objects:

These include objects such as account, contact, lead, opportunity and other Salesforce objects. It is similar to the database table for the operational information.

Custom Objects:

These objects are more focused on the company or Salesforce account. These are denoted with _c in the tail of the key.

Records:

The track for each object and all the relevant data. For example: ‘Appy_Pie_Connect’ account, ‘Tia Malik’ the contact, this complete record will be available in the single row of database table.

New outbound message trigger - How to use it?

The New Outbound Message Trigger let the user user criteria filters on the Salesforce side while running Connect.

This will happen if your Salesforce account supports workflow rules. For this, follow the steps given:

  1. Add a trigger “New Outbound Message” in your Connect. It will result in generating an automatic webhook URL.
  2. Go to Salesforce and create a workflow rule that matches the set of conditions that trigger the message for sending out. Now, this will result in triggering the connect as per the set condition and the workflow will be saved.

Using Find Object by Query Search

Common Issues With Salesforce At Appy Pie Connect

Salesforce limitation for Connected Apps

With Salesforce only 5 third part application accounts can be connected at a time. If you connect with a new application the older account permits will be revoked. This simply means that a salesforce account can work with only 5 apps at a time but this doesn’t limit the number of connections using the integrated account at Appy Pie Connect.

To see and manage the app access in Salesforce using this link.

What types of Salesforce accounts & editions are supported by Connect?

Connect supports Sales/support accounts with all editions, however Marketing Cloud accounts are not yet supported.

Customized Domains

Salesforce accounts using Customized domains are not supported by Connect yet, but we do support My Domains.

How does the search actions work?

Search actions in Salesforce results with all recently created records that match the criteria of search. Multiple records can be fetched with the search actions.

My Custom fields/objects are not loading.

Sometimes there is a delay between Salesforce custom fields or objects and their time of appearance in Connect editor. To make the corrections in trigger, use the Salesforce object menu given in the button and click reload to fetch new choices.

In case of actions, here are some of the tricks that can help:

  • Try reloading the page (use Shift+F5 on Windows OS or CMD+Shift+R on Mac OS)
  • Click “refresh Fields” option available at the end of Connect step
  • Make a duplicate connect and try to change fields in copied version to check if the field appears
  • Make a fresh Connect

Why does my Connect keep assigning a record or object to the same owner?

This may be due to Salesforce account setting, check workflow assignment setup rules which may be affecting.

Error: This Connect of Sales seems to be unavailable/ not working

It may happen if your Salesforce account has accessed the limit of 5 connections to third party apps. You can try to:

  • Review your Salesforce connected apps and check if the Connect token is expired.
  • Reconnect your salesforce account with Connect.

Error: INVALID_FIELD

Recheck the field that you are trying to update, they may be encrypted. To decrypt check Salesforce admin fields.

Error: INVALID_FIELD_FOR_INSERT_UPDATE

This happens in case if Salesforce admin has made the restriction for updates or insertions in particular fields in which the error message is shown. Contact Salesforce admin to have the permission for the particular action event.

Error: FIELD_CUSTOM_VALIDATION_EXCEPTION

Recheck if any of the mentioned fields has a custom validation rule. Make sure that the records being created through Connect follows the same rules.


How to Integrate Salesforce with Microsoft Teams?

How to Integrate Salesforce with Microsoft Teams

Salesforce and Microsoft Teams, both have been around for a while now. Microsoft Teams enables better collaboration between various teams, and Salesforce, on the other hand, provides businesses with a common platform for marketing, sales, service, etc.

Both the software individually play a critical role in any small or large business’ growth. Can you imagine what they can do together?

Read on to find out!

In this blog, we will help you learn how Salesforce and Microsoft Teams can help your business separately and together. Let us first learn a bit about Salesforce.

How Salesforce is Useful for Your Business?

Salesforce is one of the most popular CRM platforms that offer an entire suite of connected apps. These apps unite your sales, marketing, customer service, IT, and much more. Salesforce helps you grow your business by keeping your customers engaged and delivering the best customer service.

Salesforce offers various useful software solutions for users and developers. Here is why you should use salesforce for your business.

  • Helps you connect your apps to your desktops and laptops

  • Offers easy-to-use categories and features You can utilize more time in implementing it than just understanding how to use it

  • Works on the cloud so can be accessed from anywhere. All you need to access cloud is an internet connection

  • Cost-effective and affordable

  • Easy-to-use and can be customized as per your business needs

  • Completely scalable to your business growth

  • Can be integrated with various other platforms more easily in comparison to the others of the same kind

  • Offers a vast variety of capabilities. It is the best for startups

Salesforce helps you go digital by integrating it with multiple apps and empowering your teams to work from anywhere. Among all the major Salesforce integrations, we will talk about the one with Microsoft Teams in this blog. Additionally, we will help you understand how Salesforce can become more powerful and useful when integrated with Microsoft Teams.

Before we go ahead with listing out the benefits of using Microsoft Teams and learning what you can do with this Microsoft Teams and Salesforce integration, let us first have a quick look at these stats that support this integration idea.

How Microsoft Teams Benefits Your Business?

Microsoft Teams is an excellent chat-based collaboration platform that offers various useful features for business communications. It helps you with document sharing, online meetings, chat functioning, audio conferencing, and much more. Microsoft Teams is extremely user-friendly and can help you facilitate a productive environment and between businesses and remote users.

Here is what you can do with Microsoft Teams.

  • Create a conversation board between team members

  • Facilitate conversations within teams and channels

  • Initiate chats between groups, teams, and individuals

  • Document storage in SharePoint with customized permissions and security options in sensitive data

  • Online video calling and screen sharing

  • Online Meetings and Audio Conferencing

Microsoft Teams helps you create a powerful collaboration environment and brings simplicity to teamwork by sharing, collaborating, communicating, and doing it all under a common platform.

Coming back to the actual point of this article, let us now talk about what integrating Salesforce and Microsoft Teams can do for your business.

How Salesforce Integration with Microsoft Teams Helps?

Customer Service and Sales are team-centric and highly collaborative functions, and many businesses use both Salesforce CRM and Microsoft Teams. Integrating Microsoft Teams with Salesforce can let users search, view, and share Salesforce records and files with all the team members directly within Teams.

Integrating these two platforms may seem a complex task, but you can do it in just a few clicks with Appy Pie’s automation platform – Appy Pie Connect.

But before you do that, let us take you through what you can do with this integration. Check out how Microsoft Teams’ integration with Salesforce helps your business.

  • Search, view, and share pre-selected data in the Microsoft Teams tab

  • Send notifications in Microsoft Teams for any data changes made in Salesforce

  • Add more flexibility to your workflows

  • Reflect the accounts, contacts, custom objects, opportunities update into Microsoft Teams

  • Work on the same documents at the same time using Microsoft Teams and Salesforce

  • Send notifications in Microsoft Teams when new opportunities are created in Salesforce

  • Send messages in Microsoft Teams when creating new tasks in Salesforce

  • Send messages using Microsoft Teams when creating a new lead in Salesforce

  • Access Salesforce reports and dashboards in Microsoft Teams

  • Make a new record of a selected Salesforce object

  • Add an existing contact to an existing campaign

Businesses can rely on Salesforce for their customer management and Microsoft Teams for communication. When creating new leads in Salesforce, they can send messages to their team members using Microsoft Teams so that they can work on turning those leads into sales. Integrating these applications using Appy Pie Connect is easy as pie. Even non-technical people can do it without any difficulty.

Connect Salesforce + Microsoft Teams

How Salesforce Integration with Microsoft Teams Works?

Here is the list of steps that you need to follow when integrating Salesforce with Microsoft Teams.

Step 1: Validate Salesforce + Microsoft Teams

Step 2: Select one of the apps as a trigger to kick off your automation

Step 3: Pick the preferred resulting action from the other app

Step 4: Choose the file you want to share between these two apps

And, that is how it’s done. Let us now check why you should choose Appy Pie Connect over other automation platforms to integrate different software.

Other Major Salesforce Integrations

Appy Pie Connect is one of the most popular automation platforms available online. It helps you connect more than 1200 software on a single platform to automate your workflows. With this amazing platform, you can create automated workflows for your team and help them focus on other critical tasks. Appy Pie Connect helps you integrate various applications such as Zoom, Slack, PayPal, Mailchimp, Gmail, Facebook, and much more.

Here are a few more major Salesforce Integrations that you may help in automating your workflows.

  1. Salesforce + Zoom Integration: With this integration, you can create new zoom meetings for your team, get a notification when you get a new message, or someone updates any record for a specified Salesforce object.

  2. Salesforce + Google Calendar Integration: With this integration, you can save existing and create new Salesforce events in your Google Calendar. You can also send new Google Calendar events to Salesforce as new events.

  3. Salesforce + Slack Integration: With this integration, you can get slack notifications for new salesforce opportunities, create new Slack messages for new Salesforce leads, Send Slack notifications to your team for some assigned tasks, and much more. Go through this post if you want to learn more about Slack integrations - How Slack Improves Workplace Productivity? [Top 10 Slack Integrations].

  4. Salesforce + Gmail Integration: With this integration, you can generate new Salesforce leads from Gmail emails, send new emails from Gmail for new Salesforce leads, and create Salesforce cases for new Gmail emails, etc.

  5. Salesforce + Google Sheets Integration: With this integration, you can add leads to Salesforce using the information saved in Google Sheets spreadsheet rows or create custom Salesforce objects from the saved information in the Google Sheets.

Conclusion

That was all for today. Automate your tasks by integrating your apps using Appy Pie Connect today. This way you can reduce your team members’ workload and help them focus on other major tasks. Salesforce with Microsoft Teams can prove to be an excellent integration for your business.

Go through this post if you want to know more Microsoft Teams Integrations – Microsoft Teams: Platform Characteristics, Integrations, & Scope with Appy Pie’s Connect!

Try Appy Pie Connect today!

Top Salesforce Integration Frequently Asked Questions

  • Salesforce Integrations at Appy Pie Connect enables you to connect different cloud applications and automate tasks so that you can focus on the things that matter most. Salesforce integrations can help you keep track of deals, the status of your sales process, conduct mass marketing campaigns, and much more.

  • Appy Pie Connect allows anyone to connect Salesforce to more than 250 apps without any coding.

    Here is a list of some of the best apps that easily integrate with Salesforce:

    • Dropbox
    • Gmail
    • Asana
    • Gmail
    • Google Sheets
    • Gravity Forms
    • Facebook Lead Ads
    • Slack
    • Typeform
    • Dropbox
    • Trello and many more.

  • Connect your Salesforce account with Appy Pie Connect and integrate more apps than any other automation platform.

    Here is how you can connect Salesforce with Appy Pie Connect:

    • Go to Appy Pie Connect
    • Create an account or login if you already have an account
    • Search for the Salesforce App from the App directory
    • Choose a Trigger
    • Click on ‘Connect an Account’ to authenticate your Salesforce account
    • Now you can integrate your Salesforce account with other apps/systems supported on Appy Pie Connect.

  • Yes, Microsoft Forms does integrate with Salesforce and without any coding. Create fully automated workflows between Microsoft forms and Salesforce and never have to leave the tools you love. Once set up, Appy Pie Connect keeps your processes flowing smoothly and silently in the background.

  • Yes, Salesforce integrates with Microsoft Outlook and enables you to sync data between the two. On Appy Pie Connect, you can browse all available Salesforce triggers and actions that you can use for your customized workflow.

  • Appy Pie Connect makes it easy to integrate your Microsoft Office 365 with Salesforce. Create new contacts, update existing ones, and deliver a great customer experience. You can even create new leads, opportunities, and tasks as well as update existing records.