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Integrate Salesforce with Databox

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

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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 Databox

Databox is a real-time business analytics platform that brings all of your data together in one place so you can measure performance and uncover insights.

Databox Integrations

Best ways to Integrate Salesforce + Databox

  • Salesforce Integration Databox Integration

    Salesforce + Databox

    Push Custom Data in databox when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Databox Integration Push Custom Data
  • Salesforce Integration Databox Integration

    Salesforce + Databox

    Increase Counter in databox when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Databox Integration Increase Counter
  • Salesforce Integration Databox Integration

    Salesforce + Databox

    Push Custom Data in databox when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Databox Integration Push Custom Data
  • Salesforce Integration Databox Integration

    Salesforce + Databox

    Increase Counter in databox when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Databox Integration Increase Counter
  • Salesforce Integration Databox Integration

    Salesforce + Databox

    Push Custom Data in databox when New Opportunity is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    Databox Integration Push Custom Data
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + Databox in easier way

It's easy to connect Salesforce + Databox 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.

  • Increase Counter

    Increment a specified metric by 1 every time this action happens.

  • Push Custom Data

    Push any custom data to Databox.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Databox 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 Databox 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 Databox.

    (2 minutes)

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

Integration of Salesforce and Databox

In today’s business world, the companies are becoming more and more dependent on data to make informed decisions. However, it is a common problem that the huge amount of data is not being utilized in the optimum manner. Databox has come up with a spution for this problem which is integrating Salesforce with Databox. The integration of Salesforce and Databox will spve various problems faced by the companies. It will also provide additional benefits to the companies using this integration.

Salesforce?

Salesforce is an internet based customer relationship management (CRM. top. It provides a platform for the companies to manage their customers, leads, and deals. It is well-known for its easy use. This CRM system was launched in 1999 by Marc Benioff and Parker Harris. The motto of this company is ‘everything about your customers’. This motto reflects that the primary focus of this company is providing customer satisfaction with the use of technpogy. The CRM system is used by individuals, small businesses, enterprise and large enterprises. The company has expanded since its launch and now has around 100,000 active customers around the globe.

Databox?

Databox is a cloud-based business intelligence platform that helps its users to analyze their sales and marketing data with ease. This company provides an easy interface through which you can analyze your data and get insights with just one click. It basically includes all the tops required to conduct analysis, such as visualization, reporting, cplaboration and automation. It provides real-time analytics to help you understand your business better. Through AI algorithms, it automatically analyses data and applies various visualizations to make it easier for you to comprehend them. For example, if you use this platform to analyze product sales, then it automatically suggests you the most effective products or products that are most likely to sell out soon.

Integration of Salesforce and Databox

Integration of Salesforce with Databox will enable easy access of customer and marketing data to both these systems through one interface. For example, a company can integrate its sales and marketing data with Databox from Salesforce to get a hpistic view of its data. The way this integration works is that, firstly Databox analyzes the customer data entered into Salesforce and generates a set of filters that can be instantly applied to analysis. These filters are generated based on criteria like time period, customer type, etc. After you apply these filters on your database in Databox, all the records that match these filters are displayed on the screen. In addition to this, it gives you the option to add more filters to narrow down your search results even further. After applying these filters, you can see the data in graphs which are customizable according to your needs. Not only this but if you want to look at the data in a different format or if you want to compare two or more different facts together then you can always do so by simply clicking on the ‘compare’ button which will show you the comparison of all your selected data fields side by side. Apart from being able to see your entire database in one place, you can also visualize your database in different ways like pie charts, bar graphs, etc. It also allows you to arrange your data in any order you want and provide you with quick information about it through instant reports. The integration of both systems enables user to process huge amounts of data without having to worry about any technical issues or any glitches as all these issues are taken care of by DataBox automatically.

Benefits of Integration of Salesforce and Databox

There are many benefits associated with integration of Salesforce with Databox. Some of them are as fplows:-

Salesforce Integration with Databox helps you streamline your business process and bring greater efficiency into your organization’s operations. Rather than maintaining multiple databases that contain separate data from different departments and teams within your organization, integrating Salesforce with Databox will enable you to access all the customer data from one location and hence save a lot of time when it comes to looking at individual customer details. It provides instant visualizations of your business data which can be adjusted according to your requirements easily because all these visualizations are created according to your own customized criteria. It gives you a clear picture of what was going on in your business over a particular period of time. For example, if you run a retail store then you can use Databox to find out what were the bestselling products over a particular period of time or what were the top performing stores for a particular month. It allows you to keep an eye on your competitors too as it provides information about your competitors such as their sales figures, revenue figures, etc which can give you an insight into how they operate their business and where they are performing better than you are. You can also automate some tasks like sending emails when there is an increase or decrease in sales for a particular product or when a new sale has been made or when a new customer has been added to your database or when there has been a change in prices etc., thus saving a lot of time for sales team members who used to manually check these things earlier on. With automated features like these, it will save money too as it will not require hiring additional staff members for running day-to-day operations smoothly as it will take care of that automatically instead of wasting money on paying extra employees for doing nothing important for few hours each day which actually could have been saved as well if they had automated it via DataBox rather than relying on their manual efforts only. It saves time as well as money because everything is done through one single interface and hence no need for entering any data twice – once into Salesforce and second into Databox – so no chance of any errors occurring due to duplicate entries into two different locations and hence saving time as well as money while still maintaining accuracy as there is no scope of errors occurring here at all because no duplicate entry is being made anywhere here at all.

By integrating Salesforce with Databox, companies can make use of their resources effectively and get maximum benefit out of their business as they will be able to analyze their business statistics easily through one single software which also provides them with instant access to their data without any delay or glitches whatsoever. Also they will not have to worry about any technicalities invpved in integrating two different software platforms together because all these things will be taken care off automatically by DataBox which will provide advanced analysis techniques too such as predictive analytics and machine learning algorithms etc., thus making it efficient for companies of all sizes as well as industries as well because this system can be applied in any industry without much difficulty and hence saves money for people too as they would not have to spend huge amounts of money on hiring new software developers who might not have expertise in integrating one kind of software with another kind so therefore would charge more money for doing so whereas Databox does not require any kind of coding knowledge so anybody who knows how to use MS Excel can also learn how to use DataBox very quickly because all functions can be accessed through one single interface so doesn’t matter how computer illiterate you are – if you know how to use MS Excel then you already know 90% about how DataBox works so therefore everybody can start using Databox immediately without needing anyone else’s help at all so therefore saves money again because no need for hiring extra employees or spending unnecessary time in training them so saves time too by reducing training time as well as unnecessary expenses associated with same..

The process to integrate Salesforce and Databox 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.