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Salesforce™ in IBM Connections®

Supports IBM Connections cloud and on-premise v5.5+

Packaged ready to deploy integration

 

Overview

Salesforce is global web-based software best known for its customer relationship management (CRM) product.

IBM Connections is a leading enterprise social software platform that helps people engage with networks of expertise in the context of critical business processes.


Salesforce in IBM Connections allows IBM Connections users to search, access, preview, comment, create target lists and track analytics against Salesforce cases, directly from IBM Connections.

Features

The following features are natively made available.

  • Natively authenticate, access and use Salesforce, from IBM Connections
  • Search (separate insertable app)
    • Basic search with keywords
    • Advanced search using Salesforce Query Language (SOQL)
    • Results filter and sorting
    • Show/hide results column
    • Back-link to Salesforce cases
    • Comment to Salesforce cases
    • Ticket details preview within the Salesforce Search and Salesforce List apps 
  • Configurable Salesforce List (separate insertable app)
  • Configurable Salesforce Chart (separate insertable app)
  • Display recently viewed Salesforce items within IBM Connections

Supported, sustained, packaged integration with continued roadmap feature development. Your enablement key supports all updates throughout the year.

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