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Salesforce integration

Salesforce Integration

How to streamline your sales processes with popular integrations to other leading platforms?

What is a Salesforce Integration?

An integration is the connection of data, applications, and tools across your organization to help your teams be more efficient, productive, and agile. 

Your organization already uses many different software applications and needs to rely on data pulled from multiple sources. Salesforce integrations help minimize the need to constantly switch back and forth between tools or endless copying and pasting and data entry admin. Or even automate specific repetitive tasks. All without a programmer.

Rather than manually transferring data between different systems, integrations allow you to keep all information in each system up to date and in sync with each other…in real-time.

You can also use integrations to create workflow triggers that automatically run a particular process when a specific condition is met (such as automating a thank-you email after your sales call or automatically passing contact info from your marketers to your sales team).

What are the Benefits of Salesforce Integrations?

Salesforce occupies the # 1 slot in the world of CRM and offers various benefits for your business. Once you’ve set up integrations to your other primary platforms, Salesforce can help you to understand the customer needs and acquire new customers and respond faster to issues related to customer support across various channels.

Salesforce integrations are an excellent way to streamline your organization and prepare it to scale while pulling all the info you need to run your business all in one place.

Salesforce integrations can help you…

Improve Your Team’s Productivity, by Automating Manual Processes

Businesses are fundamentally made up of a series of processes, some completely manual and some less so. You can dramatically increase the productivity of your teams by using Salesforce Integrations to automate many of these (formerly manual) processes.

Any time there is a standardized process, it’s a good candidate for assessing whether you can automate it with an integration. You can trigger a process to run in many different ways, such as sending an email, making a call, updating a contact in your CRM, purchasing, or viewing the pricing page or slide.

Use integrations to automatically trigger follow-ups, thank-yous, testimonials requests, referrals, and so much more. The options are endless.

Have the Data to Make Better Decisions, by Bringing All Your Info Into Salesforce, While Eliminating Data Entry Work.

Automatically sync contact info and engagement analytics from your presentations to Salesforce. Have data from all sources before you decide how best to close a deal. Usually, your sales reps need data from multiple systems, such as previously sent follow-ups in the CRM and records of past transactions from the accounting software. Use integrations to pull all the essential sales info into Salesforce, saving your sales team from wasting time constantly switching between tools to find the relevant information. Using integrations to streamline a process that involves time-consuming tasks or data entry work generally results in dramatic improvements in productivity and efficiency.

Reduce Human Error

Human error in sales can be quite costly. When you reduce the amount of data entry and manual, repetitive work, you reduce the likelihood and frequency of mistakes while freeing your people up to spend their time in higher-impact areas.

Scale Your Business More Efficiently

Regularly reviewing your processes to see what you can streamline or automate with integrations allows you to set up your business for scale. It prevents excessive time being wasted on admin, helps ensure your operations are efficient enough to scale up as you grow, reduces the number of people you need to hire as you grow, and enables your team to focus on the most essential parts of your business.

Automate and Streamline Client Onboarding

Once a deal is closed and a sale is made, it’s time to start onboarding them. Maybe they need to schedule the kickoff call, sign a contract, or receive and review your onboarding info. You can leverage integrations to streamline or even fully automate much of the onboarding process for your clients. Doing this creates a more consistently positive experience for your clients and helps ensure you don’t forget a step…or take too long to get it done.

Eliminate Missed Calls, Missed Meetings, Missed Opportunities

How often has someone on your team missed an important call because they forgot, the prospect failed, or they had some issue joining the call? You can use integrations to automatically send reminders for upcoming sales calls to prevent missed calls and sales.

The number 1 Salesforce Integration for Sales Presentations…


The Salesforce-Slidecast Integration

If you are looking for a better way to deliver, track, and follow up with sales presentations to your Salesforce contacts…there is one integration that stands above the rest, called Slidecast.

Salesforce’s integration with Slidecast is a powerful remote selling platform designed to help you streamline and scale your business presentations, pitches, and product demos. Quickly and efficiently build, deliver, track, and create new touchpoints from any slide-based presentation. Sync your presentation analytics to Salesforce automatically. Share the presentation with any of your Salesforce contacts in a few clicks.

More than 250,000 presentations have been delivered through the platform, with 41,000 hours spent on user presentations (an average of 10 minutes of attention from each prospect on your presentations! How does your current landing page’s time-on-page compare to that?).

Using Slidecast + Salesforce Gives You…

Streamlined Presentation Management within Salesforce

Slidecast and Salesforce’s integration offers a streamlined method for managing your sales pitches, business presentations, and product demonstrations within the Salesforce platform. Your slide-based presentations can be easily created, delivered, and tracked with Slidecast, resulting in a smooth workflow and increased productivity. The integration enables you to automatically sync your presentation analytics, giving you useful information that you can use to improve your sales process.

Efficient Presentation Delivery and Tracking

Slidecast and Salesforce’s integration offers a streamlined method for managing your sales pitches, business presentations, and product demonstrations within the Salesforce platform. Your slide-based presentations can be easily created, delivered, and tracked with Slidecast, resulting in a smooth workflow and increased productivity. The integration enables you to automatically sync your presentation analytics, giving you helpful information that you can use to improve your sales process.

Enhanced Sales Enablement and Collaboration

The integration of Slidecast and Salesforce offers improved sales enablement and collaboration features. Your sales team will have quick access to the most recent and pertinent information by centralizing your slide-based presentations within Salesforce. By doing this, you can ensure that your presentations use the same messaging and branding, improving overall sales effectiveness. By enabling team members to work together on presentation content, give feedback, and share best practices directly within Salesforce, the integration fosters a culture of knowledge sharing and continuous improvement.

Seamless Syncing of Presentation Analytics

Slidecast and Salesforce’s integration allows seamless presentation analytics syncing, giving you insightful information about your presentations’ effectiveness. You can thoroughly understand how your prospects engage with your content by automatically capturing presentation engagement data within Salesforce. Follow the progression of leads through the sales pipeline and determine which slides are most effective. You can make wise decisions using this data-driven methodology, customize your follow-up tactics, and enhance the effectiveness of your sales presentations.

Automated Touchpoints and Follow-ups

You can automate touchpoints and follow-ups based on presentation engagement data by integrating Slidecast and Salesforce. Use the information from your presentations to set off automated follow-up procedures in Salesforce, ensuring prompt and tailored communication with your prospects. The integration enables you to create a structured and effective follow-up process that improves your chances of closing deals, whether it be sending targeted emails, setting reminders, or delegating tasks. With the help of automation, you can concentrate on developing relationships and providing value to your prospects while leaving Slidecast and Salesforce in charge of the operational details.

Enhanced Sales Performance and Productivity

Salesforce and Slidecast’s integration will improve your sales productivity and performance. You can access and present pertinent content at the appropriate time and have more engaging and effective sales conversations if your presentations are seamlessly integrated into Salesforce. Your sales team can concentrate on selling rather than administrative duties because of the streamlined workflow, which saves time and does away with manual processes. With the help of this integration, your team will be able to deliver presentations consistently and professionally, monitor their effectiveness, and make data-driven decisions that will result in increased sales.

Centralized Presentation Management and Reporting

The integration of Slidecast and Salesforce allows for centralized reporting and presentation management. You can have a single source of truth for your sales collateral because Salesforce stores and manages all your slide-based presentations. Because of the centralization, your sales team has easy access to the content, better content governance, and version control. The integration also offers extensive reporting and analytics tools that let you create insights and reports on presentation effectiveness, conversion rates, and overall sales effectiveness. As a result, you can identify trends, improve your presentation materials continuously, and optimize your sales strategy.


How to use the Slidecast – Salesforce Integration

First, ensure you’ve signed up for a free Slidecast account at Slidecast.

Then click “Connect Salesforce + Slidecast” and use the prompts to authenticate Salesforce and Slidecast.
Connect Salesforce and Slidecast
Pick one of the apps to use as a trigger (what you want to start your automation)
Salesforce trigger integration

Select the specific trigger you want to use. For example, Salesforce triggers could be…

Salesforce triggers

Choose a resulting action from the other app (in this case, if the trigger was in Salesforce, the automated action would be in Slidecast)

Salesforce action integration

Configure the specific data you want to send from one app to the other, and then you are good to go, toggle the on switch!

What are Other Common Salesforce Integrations? (Aside from Slidecast)

1. Pardot

Pardot adds B2B marketing automation to the platform, with tools for email marketing, lead management, lead tracking, and reporting.

2. Covideo

Covideo is a tool for video email marketing. It enables you to create and send a video email to prospects. Then, you can track email engagement, CTA clicks, and video views on Salesforce.

3. Talkdesk

Talkdesk adds a contact center to help you provide customer service from within Salesforce. The integration includes integrated voice calling, SMS messages, outbound caller ID, automated messaging and workflows, and intelligent routing of support requests to specific team members.

4. GetFeedback

GetFeedback lets you collect and manage customer feedback within Salesforce. You can quickly build surveys from scratch or survey templates. Then, you can send and track from within Salesforce.

5. DocuSign

DocuSign lets you send, sign, track, and save contracts, service agreements, and any other document you need to be signed, all from within Salesforce. You can use pre-built templates or create your own and then send and track the documents through Salesforce. Recipients then electronically sign the documents from any device.

6. Rollup Helper

Rollup Helper is an excellent integration for calculating and summarizing Salesforce data with just a few clicks. You can count, sum, max, min, average, percent, text, formula, custom object, and multi-currency roll-ups. You can also automate periodic roll-ups to automate your monthly, quarterly, or annual reporting, which would previously take tons of time to do.

7. Conga Composer

Similar to DocuSign, Conga Composer lets you generate digital documents from Salesforce. Using customizable templates, you can create quotes, proposals, invoices, contracts, work orders, reports, and more. Then send the document as a file from Excel, Word, PDF, PowerPoint, or an HTML email.

8. Map Plotter

Map Plotter lets you plot your customers’ locations on Google Maps. You can plot the locations of accounts, contacts, and leads and map travel routes. Great for organizations that meet with leads and customers in person. Map Plotter can also provide travel guides for the locations, with weather reports and more.

9. 360 SMS

With 360 SMS, you can send and receive SMS, MMS, Facebook Messenger, WhatsApp, iText, and Chatbot messages from within Salesforce. You can set up SMS, MMS, CTI, and ringless voicemail campaigns and automatically update customer responses in Salesforce. You can also set up bulk, scheduled, and trigger-automated SMS so that you always reach out to customers exactly when you want to.

10. TargetRecruit

TargetRecruit is an excellent Salesforce integration for staffing and recruiting agencies. Use it to create a fully customizable applicant tracking system so that you can find, engage, and place applicants as quickly as possible. Scout and match candidates, onboard new hires, and create timesheets and billing.

FAQS About Salesforce Integrations

How Many Salesforce Integrations are There?

Salesforce has 2,500+ integrations and apps

What is REST and SOAP API in Salesforce?

SOAP API and REST API are two common APIs to expose your data from the force.com platform to the other platforms (JAVA, .NET, etc.) or to allow external applications to invoke Apex methods.

Does Salesforce Integrate with Sage?

Salesforce is fully integrated with Sage Business Cloud, the company’s digital environment for finance and people.

Which Data Visualization Tool is Integrated with Salesforce?

Salesforce integrates with Tableau. Get real-time visualizations to go along with out-of-box Salesforce reporting templates.

How does the Salesforce Integration Handle Duplicate Companies?

Some integrations can end up creating many duplicate companies. For example, when integrated with Salesforce, HubSpot removes duplicates of companies based on the Salesforce Account ID. A new contact will be added for each form submission or contact via the HubSpot email extension.

Why is a Contact’s Company Name Property not Syncing with Salesforce?

Sometimes, when a contact’s Company name property is not syncing between Salesforce and other tools, the contact tries to sync with a Salesforce CONTACT rather than a Salesforce LEAD. Salesforce leads have the Company Name text field, not the contacts.

How to Import Data from Excel after Salesforce Integration?

To import Salesforce data into Excel, you can use the Salesforce Excel connector.

Step 1: Open Excel and go to the Data Tab →  New query → From Other sources.

Step 2: Next, select → Salesforce objects →  choose one option from Production or Custom →  enter your Salesforce credentials, if requested.

You will have two options here.

Step 3: Navigator allows users to select SF objects OR use the “Load To” option to load to a table or create a connection.

What is an External id in Salesforce?

An external ID is a custom field with the External ID attribute, meaning it contains unique record identifiers from a system outside of Salesforce. When you select this option, the Data Import Wizard detects existing records in Salesforce with external IDs that match those values in the import file.

What are the Types of Apex Triggers in Salesforce?

There are two different types of Apex triggers used within Salesforce:

‘Before’ Apex Triggers (used to update or validate the value in a record before it gets saved to the Salesforce database) and ‘After’ Apex Triggers.

How Frequently does the Salesforce Integration Poll the API in a 24 Hour Window?

This depends on the number of accounts that need to be imported. Salesforce uses 1 API call per batch of 5000 accounts and polls the job status created by Bulk API every 5 seconds.

Can I Set Up a Sandbox Instance to Test the Salesforce Integration?

Yes – this article has more information on the details of how to do this – how to test in a salesforce sandbox

How does Salesforce Integrate with Other Systems?

Salesforce, a top customer relationship management (CRM) platform, provides various integration options to connect with other platforms and streamline operational procedures. It offers integration options, including pre-built connectors, APIs (Application Programming Interfaces), and middleware solutions. Salesforce uses RESTful APIs, SOAP APIs, and bulk APIs to connect to external systems and enable data synchronization and exchange. Many pre-built connectors, including Salesforce Connect and Salesforce Connect for OData, are also available from Salesforce, allowing for simple integration with outside databases and systems. Complex integrations between Salesforce and other applications can be built using middleware tools like MuleSoft and Informatica. These integration capabilities enable businesses to streamline workflows, synchronize data across various systems, and develop a comprehensive picture of their clients.

What is an Example of a Salesforce Integration?

The incorporation of an email marketing tool is an illustration of a Salesforce integration. Imagine that a business wants to streamline its email marketing efforts and uses Salesforce as its customer relationship management (CRM) system. Platforms for email marketing, such as Mailchimp or Marketo, can be integrated with Salesforce. Contact details, leads, and customer data can be transferred between the two systems without interruption because of this integration. As the email marketing tool handles the creation and distribution of targeted email campaigns, the company can use Salesforce’s CRM capabilities to manage and track customer interactions. This integration improves lead nurturing, marketing automation, and customer engagement.

What are the Types of Integration in Salesforce?

Numerous options for integration are available in Salesforce:

  1. Point-to-point integration entails utilizing APIs or web services to link Salesforce with a particular external system.
  2. Middleware Integration: It uses middleware platforms like MuleSoft, Informatica, or Dell Boomi to link Salesforce with various systems and enable data synchronization and flow.
  3. Real-Time Integration: This enables the exchange of data in real time between Salesforce and external systems, ensuring prompt updates and actions.
  4. Batch Integration: This type involves routine data synchronization, usually in scheduled batches, between Salesforce and external systems.
  5. Cloud Integration: Salesforce can integrate with other cloud platforms, facilitating seamless data sharing and connectivity.

  6. Salesforce External Objects: Using the OData protocol, Salesforce External Objects provide a virtual data layer that links and integrates external data sources with Salesforce.

These integration options give businesses flexibility, allow them to connect Salesforce with different systems, and streamline the flow of data throughout their entire organization.

Can Salesforce Integrate with a Website?

Using various techniques and tools, Salesforce can indeed be integrated with a website. Salesforce offers a variety of integration options that let companies easily link their websites to the Salesforce platform. Using Salesforce web-to-lead forms, which allow for the automatic creation of new leads in Salesforce while also allowing for the direct capture of lead information from a website, is one popular technique.

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