Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer. With Glances, keep tabs on essential Salesforce data, such as account and contact details, cases, calls, opportunities, notes, and tasks. Stay informed with unique-to-you data in My Daily Glances such as events and tasks for today and opportunities assigned to you.
To connect to Salesforce, you will:
Once connected, you can search for Salesforce data within the Glances widget. To make changes to the data that displays, you can edit your Glances at any time.
We don't currently have any Actions for Salesforce, but they can be added upon request. Please reach out to us at email@example.com to chat more about adding an Action for your workflow.