Salesforce is a world-renowned cloud-based customer relationship management platform that helps you efficiently establish a long lasting relationship with customers.
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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.
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.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Finds a record of a specified Salesforce object by a field and value you choose.
Searches a Contact by a field and value you choose.
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.
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).
Enter the OTP for the registered account (if logging in with the credentials) and click the Verify button.
Appy Pie Connect will reconfirm the account of Salesforce, click the Continue button to complete the integration.
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:
Using Find Object by Query Search
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.
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:
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:
Recheck the field that you are trying to update, they may be encrypted. To decrypt check Salesforce admin fields.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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].
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.
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.
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!