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interop.io Salesforce Adapter

Integrate io.Connect apps with Salesforce to enhance your workflows.

Overview

Connect io.Connect enabled applications, in-house or off the shelf such as Fidessa, Bloomberg, etc. with your Salesforce organization. Conduct workflows such as context sharing, launch inbound and outbound intents to and from Salesforce and more!

1 of 3

  • Bi-directional synching of data, allowing you to share information between Salesforce and your other applications

  • Create/Update/Delete/Get Account, Contact, Lead, Task, Opportunity (i.e. the Standard Salesforce objects) from another application into Salesforce.

  • Start a chat with a contact, to your chosen chat platform, from Salesforce

  • View client order history from Salesforce to your chosen Order Management System

io.Connect platforms use io.Connect messaging to connect applications with each other. Тhe io.Connect CRM library allows Salesforce to look up, update/create and get/delete details on standard objects such as Contacts(people), Accounts (companies), Opportunities (sales), Tasks (tracking). - As a developer, you no longer need to waste time and effort struggling to understand and implement different components that clients neither like, nor want to use. You can focus on implementing the things that add value to your business. - As an end-user, you will continue working with a familiar environment and will not need to learn how to use new and incompatible application UIs.

Categories

Business Needs
Process Management
Agent Productivity
Time & Expense
Industries
Financial Services
Personas
Business Operations Manager
Business User
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder