Overview

Salesforce is a leading Customer Relationship Management (CRM) platform. Our Salesforce integration allows you to attach Valuecase spaces directly to contacts, companies, and opportunities, making access to key information a breeze. Additionally, our integration enables you to synchronize critical data from Valuecase to Salesforce. Whether it's prospect activities or tasks related to mutual action plans, you can effortlessly import all such data for in-depth reporting, accurate forecasting, and effective deal management.

How to use

The process to set up the Salesforce integration is straightforward:

• Log in to your Valuecase dashboard and go to the integration settings.
• Find the Salesforce integration option and click on the 'connect' button next to it.
• Give our app the necessary permissions by clicking 'approve'.

Remember, you might need admin approval in some cases.

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