About this tool:
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all the user's departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
How to integrate:
Integrate Salesforce with Uppl to automate customer relationship management. Employees can easily get access to the software they need on day one. Uppl’s integration with Salesforce includes the following capabilities.
Salesforce Single Sign On (SSO)
Connect Salesforce with Uppl via SAML so employees can access Salesforce in one click. That way, employees can instantly log in and manage sales and customers.
Create and Remove Accounts in Salesforce
Integrate with Salesforce to automatically create user accounts when you’re bringing employees onboard. Smart rules and easily customizable configurations mean you can determine exactly who should have access to their Salesforce account when they need it. And if an employee leaves, Uppl will automatically remove their Salesforce account.
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