Salesforce connector details

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Salesforce is one of the most popular customer relationship management solutions available today.

Sapho’s integration with Salesforce allows employees to access the most used Salesforce objects – leads, accounts, opportunities, activities, cases, and contracts. On top of that, our Salesforce integration will pull custom objects and custom fields and deliver them through Sapho, so employees have all available information about their customers.

 

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Note: The turnkey micro apps, event notifications, and write-back actions listed on this page are completely extensible and are provided for informational purposes only. Customers are able to create their own micro apps and include event triggers that are most important to them.

 

Turnkey micro apps

Salesforce My Activities

  • Provides a personalized and searchable list of tasks. Task details lead to account and contact details.
  • Provides a personalized and searchable list of events. Event details lead to account and contact details.

Salesforce Analytics

  • Provides analytics for leads (conversion rate, leads by source, leads by status).
  • Provides analytics for opportunities (top opportunities, opportunities by type, opportunities by source).
  • Provides analytics for cases (open cases by priority, open cases by status, overall cases per month, overall cases by reason, overall cases by type).

Salesforce My Cases

  • Provides a personalized and searchable list of cases with an additional search of all cases.

Salesforce My Contracts

  • Provides a personalized list of contracts that are pending approval.
  • Provides a personalized list of contracts that will expire soon.
  • Provides a searchable list of all contracts owned by the current user.

Salesforce My Leads

  • Provides a personalized and searchable list of leads with the corresponding account and contact details.
  • Provides a searchable list of all leads with the corresponding account and contact details.

Salesforce My Opportunities

  • Provides a personalized and searchable list of opportunities with the corresponding account and contact details.
  • Provides a searchable list of all opportunities with the corresponding account and contact details.

Salesforce My Accounts

  • Provides a personalized and searchable list of accounts with the corresponding contact details.
  • Provides a searchable list of all accounts with the corresponding contact details.

Salesforce Lookup

  • Provides a searchable list of all leads, opportunities and accounts with the corresponding account and contact details.

Salesforce Contract Lookup

  • Provides a list of all contracts that are pending approval.
  • Provides a list of all contracts that will expire soon.
  • Provides a searchable list of all contracts.

Event notifications

Users are notified if any of the following events occur:

  • Task reminder
  • Event reminder
  • New case related to your account
  • Pending approval
  • Status change (activated)
  • Expiring contract
  • Lead assigned to current user
  • New converted lead
  • Opportunity closed won
  • Opportunity closed lost
  • New opportunity assigned to current user
  • New account assigned to current user

 

Write-back actions

Users are able to perform the following actions on Salesforce leads, cases and opportunities:

  • Task/event edit (modify fields)
  • Case edit (modify fields)
  • Activate contract
  • Edit contract (modify fields)
  • Convert lead
  • Edit lead (modify fields)
  • Edit opportunity (modify fields)
  • Edit account (modify fields)