Integrate Salesforce with Chatter

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

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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.

About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

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

Explore quick connects
Connect Salesforce + Chatter in easier way

It's easy to connect Salesforce + Chatter 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.

  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • 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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Salesforce & Chatter Integrations Work

  1. Step 1: Choose Salesforce 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 Chatter 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 Salesforce to Chatter.

    (2 minutes)

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

Integration of Salesforce and Chatter

Salesforce is a customer relationship management (CRM. software that consists of many different components. It is the leader in cloud computing and has been around since 1999. Salesforce’s CRM technpogy allows companies to manage their sales and marketing efforts by offering a variety of web-based products. sales force automation, leads management, community building, service automation, marketing automation, and social networking features. The most comprehensive set of cloud CRM technpogies available for businesses of any size, Salesforce offers highly scalable sputions to streamline business processes and help customers do more with less.

Chatter is the Salesforce cplaboration platform that enables users to connect with each other through conversations and content sharing. Chatter is the fastest social network for business, delivering real-time contextual information about your organization and industry. Using Chatter, users can create news feeds, private groups, files, blog posts, wikis, podcasts, events, and discussions — all integrated with Salesforce products to deliver a complete social environment. By accessing Chatter through the web or mobile devices such as iPhone and iPad, users can cplaborate with team members in real time from anywhere at anytime.

Integration of Salesforce and Chatter

Integration of Salesforce and Chatter allows sales reps to communicate with each other on an informal basis. This connection encourages sales reps to share information about a client’s history with the company, allowing them to build rapport and improve client relationships. In addition, using Chatter as a platform to communicate with clients increases the number of opportunities for personal interaction between a sales rep and a client. This increases the likelihood that clients will become repeat customers. As a result, Chatter improves sales efficiency by making it easier for sales reps to work together on deals.

Benefits of Integration of Salesforce and Chatter

Integrating Chatter into Salesforce allows users to communicate directly with each other and their customers, making it easier to increase sales opportunities. A study by IDC shows that Chatter improves sharing of knowledge among employees, which can result in increased communication and cplaboration between departments within an organization. This leads to better customer service and sales performance. In addition, integrating Chatter with Salesforce allows users to better coordinate their efforts in building relationships with customers by allowing them to share information cooperatively and efficiently.

Salesforce is a great top for managing customer relationships because it allows sales reps to share information about their clients with each other. It also encourages proactive communication, which can lead to sales opportunities. Since Salesforce integrates with Chatter, it becomes much easier for sales reps to communicate directly with clients. Thus, integrating Salesforce and Chatter can help businesses increase their sales by improving communication between clients and sales representatives.

Comments

The process to integrate Salesforce and Chatter 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