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CRM

Salesforce service cloud for your Agent

Flow can look up contacts, companies and deals in Salesforce service cloud, and with read and write access it can update records.

It asks for your approval before it changes anything in Salesforce service cloud. Connect by signing in with Salesforce service cloud.

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Which Salesforce service cloud deals are linked to tenders closing this month?

Connect Salesforce service cloud in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Salesforce service cloud.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Salesforce service cloud.

What Flow can do depends on what Salesforce service cloud offers through its API and on the access you choose.

Things to ask

Type these to Flow once Salesforce service cloud is connected.

  • Salesforce service cloud

    Which Salesforce service cloud deals are linked to tenders closing this month?

  • Salesforce service cloud

    Create a Salesforce service cloud deal for the Vienna hospital tender, with its value and deadline.

About Salesforce service cloud

Salesforce Service Cloud is a customer service platform for case management, omnichannel support, and automation. It enables teams to deliver faster, personalized service experiences with robust workflow tools and a unified workspace.

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