Salesforce Integration

The new Salesforce integration allows for the automatic synchronization of customer onboarding progress and activity directly into Salesforce, providing sales teams with up-to-date visibility into user engagement. This integration captures various user activities, such as completing checklists or key workflows, and eliminates the need for manual record updates, giving sales teams real-time insights to prioritize follow-ups and identify expansion opportunities. It supports both standard Salesforce and Salesforce Sandbox environments, facilitating easy testing and rollout across the organization. To implement this integration, users can connect their Salesforce instance through the Frigade dashboard integrations section.

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