Salesforce
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Salesforce
The Salesforce integration helps you measure the impact of trust-building on revenue, and saves you time by providing context about your access requests & connections.
Measure your business impact
Curious how your Rooms activity contributes to your company's top line revenue? Need to make the case to the higher-ups that you need more resources? By installing our Salesforce integration, you'll get a new graph on your Dashboard that shows revenue associated to your Rooms connections.
Save time reviewing access requests
If you need to verify that a customer knocking on your Room door is a legitimate contact is in Salesforce, that information is now at your fingertips. Access Requests and Connections are now matched to Salesforce Account records and just a click away.
How to use Conveyor and Salesforce
- Click "Add Integration" on your Organization Preferences and select "Salesforce"
- OAuth using an Admin credential or a scoped-down read only credential as described in our documentation.
say goodbye to security review headaches