Does visualbi have integrations with salesforce


Table of Contents

What integrations are available with Salesforce?

Possible integrations include pulling in all data from Salesforce so help desk team members can see this information while they assist customers, updating help desk tickets in Salesforce and analyzing support ticket data. 8. Slack Salesforce integration

What is the DocuSign Salesforce integration?

DocuSign Salesforce integrations enable users to send, sign and track Salesforce proposals and agreements on the go, and real-time updates ensure your sales team always has the most recent information available. 13. ActiveCampaign Salesforce integration

What can I do with the Salesforce and codescience integration?

Use this integration to simplify the process for preparing and tracking e-signature documents. Build customer apps lightning fast, with the Salesforce and CodeScience integration. Build apps fast.

What is Salesforce virtualisation data?

Our virtualisation data service brings agility to Salesforce, allowing you access to customer data, as well as the ability to proactively manage it. With virtualisation, Trailblazers can connect and collaborate in powerful new ways in one location.



Increase team collaboration and productivity with the Slack and Salesforce integration.


Use this integration to simplify the process for preparing and tracking e-signature documents.


Build customer apps lightning fast, with the Salesforce and CodeScience integration.

What is Salesforce integration?

When we talk about integration, it means to create a connection between a specific Salesforce instance and another database or system. The connection could be inbound, outbound, or bi-directional, and you may be connecting to another database, another Salesforce instance, or another cloud-based data source.

What is integration use case?

A very common integration use case is exposing data from an external system inside of your Salesforce environment. This approach can help establish Salesforce as the single source of truth for your company data.

What is Salesforce admin?

Salesforce Admins are at the heart of the user experience. You build pages, apps, data structures, automation, analytics, and more to bring your users the business processes and data they need to be successful. Integration design follows many of the same principles you have mastered as an admin: Discovery, Documentation, Innovation, and Collaboration. Take the first step by learning more about Salesforce integration solutions and how they can help you build immersive experiences for your users.

Why is Salesforce so powerful?

Salesforce is a very powerful tool because it helps companies to create a 360-degree view of their customers and their business. Integrations with additional databases can bring even more value and information into your Salesforce environment.

Can you centralize Salesforce?

You may want to centralize your user experience on Salesforce, but not import and manage that data inside of Salesforce. In this use case, your users can be informed and act on records from other systems, without the data management overhead of importing and managing potential data replication issues.

Is Postgres a scalable database?

Heroku Postgres is a highly scalable database that can be deployed easily and managed without significant overhead, allowing for data sync and transformations but without the integration/API management capabilities and prebuilt connectors found on MuleSoft.

How many businesses use Salesforce?

More than 150,000 businesses and organizations across the world use Salesforce to power their sales, marketing and customer service efforts. While the platform is robust on its own, Salesforce integrations with other platforms can make it even more effective.

Why integrate Salesforce with Gmail?

Integrating Salesforce with Gmail ensures that these two everyday-use programs are able to speak to each other. Organizations can get a productivity boost and ensure data remains aligned across the two systems.

What is MuleSoft integration?

MuleSoft Salesforce integrations help organizations deliver smooth customer experiences across channels, including letting them integrate enterprise resource planning (ERP), point of sale systems (POS) and even legacy systems to ensure no data goes to waste.

What is typeform in Salesforce?

Typeform is one of the most popular methods companies use to create webforms like surveys and contact fields. Typeform Salesforce integrations allow organizations to automate the creation and updating of leads, opportunities, contacts and more. Customize the frequency of updates from every five minutes to once per day.

Is Slack a Salesforce app?

Slack Salesforce integrations include customized notifications and even a Salesforce for Slack app.

Does Mailchimp work with Salesforce?

Mailchimp Salesforce integrations can allow organizations to transmit contacts and sales leads to Mailchimp, which creates opportunities for targeted email content, while Mailchimp can automatically generate Salesforce leads from subscriber data. Best for: Email marketing at organizations of all sizes.

Can I add Outlook to Salesforce?

In addition to saving resources by streamlining processes, adding Outlook data directly to Salesforce can also empower analysis that may not have previously been available , as it combines two main methods of connecting with users and customers. Best for: Companies that manually input Outlook data into Salesforce.


Access a Postman collection of 230+ request templates for Salesforce APIs.


Demonstrate your integration skills by synchronizing external data systems and Salesforce.


Pair platform events with the Salesforce Platform’s full set of low- and pro-code tools to build scalable, event-driven application architectures. April 05, 2020

Developer Podcast

Tune in to the Developer Podcast to hear short and insightful stories for developers, from developers. Join Joshua Birk, Developer Evangelist and Godfather of Trailhead, as he hosts developer trailblazers from around the world as they share their stories of learning, building, and integrating with Salesforce.

Code Samples

This app shows how Change Data Capture is used to build loosely coupled integrations using multiple programming languages and systems. It demonstrates how you can integrate microservices running on Heroku with Salesforce, and also shows how data is streamed to Salesforce from Kafka over WebSockets.

What is the difference between native and third party integration?

The main difference between a “native” integration and a third-party integration is simply the process required to tie two (or more) apps together.

Does Salesforce have an app?

Microsoft, like Salesforce, has its own app integration platform, called AppSource. You can connect Salesforce to a cloud-based Outlook account with a few clicks in the AppSource store. This integration makes it easier to manage Salesforce-based leads, events, and tasks.

Does Salesforce integrate with G Suite?

You can find several Salesforce integration apps developed by third parties in the Google Workspace Marketplace. However, Salesforce has developed several native integrations you can use to connect its CRM to G Suite.

Does Mailchimp work with Salesforce?

Mailchimp’s native integration with Salesforce runs through an AppExchange available plugin. Once you’ve installed the Mailchimp app in your Salesforce account, you can follow Mailchimp’s step-by-step instructions to connect the two applications for proper data transfer and functionality.

Is MuleSoft a third party integration?

MuleSoft functions more as Salesforce’s built-in answer to third-party integrations like Zapier than as a native integration tool. If there’s no built-in integration between Salesforce and your desired solution, MuleSoft can help you connect them.

Can Salesforce do everything?

But Salesforce can’t do everything ― at least, not alone. What Salesforce can do is play well with other software. Most popular business apps can be integrated with Salesforce relatively quickly, even if you don’t know the first thing about code or IT. These integrations between Salesforce and your favorite business app create a powerful …

Is Hubspot the same as Salesforce?

HubSpot and Salesforce provide many of the same critical functions for sales and marketing teams, but each has its own strengths. If you’d like to use both services together, HubSpot’s App Marketplace (you’ll notice that many of these popular services have their own AppExchange-like integration platforms) has the details you need.

What is Salesforce Integration?

Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes.

What is an API?

API stands for Application Programming Interface. It is the means that allows two applications to talk to each other.

Types of Salesforce Integration Architectures

Each type of integration architecture offers both benefits and drawbacks worth noting. I will take you through the following three types:

Salesforce Integration Capabilities

As I write, I’m thinking: “ how can I talk about APIs and not make it boring? ” I’m going to keep this section short and ‘to the point’, but I hope it captures your interest and encourages you to learn more about APIs.

Salesforce Integration Patterns

Patterns are abstract – they are just conceptual. Based on your integration requirements, you can identify the pattern and each of them has a host of best practices to help you identify what is the optimal capability for you to use.

Fire and Forget

Salesforce invokes a remote system process but does not wait for completion. Instead, the remote system acknowledges the request and then hands off control back to Salesforce – hence firing, forgetting, and resuming activities.


As you can see, Salesforce Integration can be broken down into many parts. The first step is ensuring that you understand what integration is and why it’s important.

What is integration user?

An Integration User can be an Admin’s best friend. It is a dedicated (not used by any human) full Salesforce license that has a custom Profile, Permission Set, and is used for any 3rd party integrations, like: marketing automation, CTIs, data enrichment tools, and even your own custom API work.

Why is integration important?

Integration Users are particularly important for these kinds of tools because they tend to update thousands (or tens of thousands) of records per day. An Integration User is a more secure, auditable way to move data into and out of your instance without relying on an existing user’s license.

Why do you need a dedicated integration user?

Having a Dedicated Integration User will make managing integrations simpler and save you time. For example: freezing and deactivating users is a labor-intensive job for a Salesforce Admin in the absence of a Dedicated Integration User.

What happens if an employee changes their Salesforce password?

When an employee whose Salesforce license is being used for an integration leaves the company or changes their password, it can create unforeseen problems. A change in their password will break any integration attached to that license and it can take a while before someone realizes the integration is broken.

Is integration user more secure?

The Integration User is more secure as it will not have the access or permission to do any of the items listed below. By giving an Integration System Admin access, that means you’re giving that tool access to: Create or delete your users. Delete records. Reset user’s passwords. Be able to log in as any user.

Introduction to Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) tool that is designed to support companies in managing their Sales and Customer related data. You can use the Salesforce CRM without any technical background as it is easy to set up and manage.

Introduction to Sage Intacct

Sage Intacct is a cloud-based accounting and financial management software. Sage Intacct accelerated your success by delivering profound accounting opportunities like tax filings, payroll, inventory tracking tools across multiple industries. Sage Intacct provides an open ecosystem for greater connectivity and impact.

Purpose of Sage Salesforce Integration

Sage Salesforce Integration creates a hassle-free environment to share financial data with the customers and with other team members. This Sage Intacct Salesforce Integration enables you to identify new sales opportunities. You can view the customer orders and touchpoints along with the customer’s details after Sage Salesforce Integration.

Sage Salesforce integration architecture version 0.1

The general Sage Salesforce Integration architecture includes the following modules:

Sage Salesforce Integration

A scheduled batch API approach is used in Saga Salesforce Integration. In this approach, the data is loaded into Salesforce on a timely basis. Salesforce is responsible for scheduling and loading data from Sage. Salesforce also manages the flow of data into Salesforce objects.

Benefits of Sage Salesforce Integration

You can access the Sage data, expenses, invoices, sales history, and orders from Salesforce.


From this blog, You would have understood the steps in Sage Intacct Salesforce integration along with their objects that are synced. The Sage Salesforce integration architecture will be clear to you now. And also you would have got an elaborate understanding of Salesforce and Sage Intacct along with their key features.


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