Salesforce

Salesforce: Overview and capabilities

Integrate Atomicwork with Salesforce to streamline access to sales data across your teams. With this integration, employees can use the Assistant to search for information from Salesforce, such as leads, accounts, opportunities, and cases.

Here are the key features and capabilities unlocked with the Atomicwork-Salesforce integration:

• Search leads and contacts: Find leads assigned to you or your team, search contacts, etc.
• Search opportunities and deals: Track opportunities nearing closure, filter opportunities by status, deal amount, or account, and check closed-won or closed-lost opportunities.
• Search accounts and cases: Find account owner information, filter accounts by industry and search associated support cases.

This integration simplifies accessing Salesforce data, saving time, and keeping your teams focused on what matters the most.

Salesforce: Permissions and setup

Permissions

To connect your Atomicwork and Salesforce accounts, you need:

• Atomicwork admin access: You need org admin access in Atomicwork.
• Salesforce admin access: You need admin access in Salesforce, allowing you to manage permissions and integrate Salesforce with Atomicwork.

To access the full range of Salesforce-Atomicwork features, the admin connecting the Salesforce account must have the following permissions in Salesforce: