Salesforce Connect Overview

Salesforce Connect enables integration and access to data from other Salesforce orgs and external sources with ease. Point-and-click simplicity is provided for seamless data management.

Use Cases

Customers recommend Contact List Management, Lead Management, Engagement Management, as the business use cases that they have been most satisfied with while using Salesforce Connect.

Other use cases:

  • Collaboration
  • Forecasting
  • Workflow Management
  • Communication Management
  • Lead Tracking
  • Advertisement
  • Opportunity Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Connect.

Other priorities:

  • Improve Internal Communications
  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve ROI
  • Improve Digital And Social Presence
See all business priorities See less business priorities

Salesforce Connect Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Connect works with different mediums / channels such as Mobile. and Phone Calls.

Salesforce Connect's features include Recording, Dashboard, Personalization, etc. and Salesforce Connect support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Salesforce Connect analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Making changes to accounts and interacting with customers and their information...." Peer review by Lori B, Regional Business Consultant, Insurance

Peer review evidence (same sources as the product rating summary)

"...Access to real time customer data, ticketing system and contacts management via mobile applications and websites...." Peer review by Elizabeth K, Technical Advisor, Information Technology and Services
"...Keeping a system of record of engagements with prospects, organizing all materials and information related to sales opportunities, organizing each different sales groups' accounts...." Peer review by Amanda C., Information Technology and Services
"...You are able to share best practices across the platform which also increases engagement and use...." Peer review by Stephanie H., Utilities

Salesforce Connect, Hyland Governance, Openprise RevOps Performance Platform, mParticle, Tealium, etc., all belong to a category of solutions that help Customer Data Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Connect

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Mid Market
  • Small Business
  • Large Enterprise

Salesforce Connect is popular in Information Technology And Services, Computer Software, and Education and is widely used by Mid Market, Small Business, and Large Enterprise.

Salesforce Connect Customer wins, Customer success stories, Case studies

How can Salesforce Connect optimize your Contact List Management Workflow?

What benefits does Salesforce Connect offer for Lead Management?

What benefits does Salesforce Connect offer for Engagement Management?

Why is Salesforce Connect the best choice for Collaboration?

How does Salesforce Connect facilitate Forecasting?

11 buyers and buying teams have used Cuspera to assess how well Salesforce Connect solved their Customer Data Platform needs. Cuspera uses 747 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Customer Data Platform needs.

 

CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforces Agentforce Health

Salesforce and CVS Health have expanded their collaboration to enhance call center operations using Salesforce's Agentforce Health solution. This partnership aims to streamline interactions for CVS H...ealth's Aetna and CVS Caremark businesses by integrating AI agents to provide real-time insights. The platform will enable personalized and efficient member care, marking Salesforce's largest Agentforce deal in regulated industries.

Read on →
 

Salesforce touts big deals as it tries to tamp down SaaS-pocalypse fears

Salesforce highlights significant customer deals to alleviate concerns about potential SaaS industry downturns.

Read on →
 

Salesforce's Air Force Deal Tests Agentforce's Role In Secure Government AI

Salesforce secured a $72 million contract with the U.S. Air Force, part of a $5.6 billion Department of Defense deal, to integrate its Agentforce AI platform for personnel and workflow management. Th...is marks Salesforce's largest federal contract, enhancing its presence in secure government cloud environments. The deal could boost Salesforce's position in AI-driven government solutions, potentially leading to more defense and civilian contracts.

Read on →
 

Los Angeles County Public Defender - Legal Services - Large

Los Angeles, USA

Salesforce helped the Los Angeles County Public Defender digitize 107 years of paper records and consolidate 26 legacy systems into a secure cloud-based case management platform. The office, with 1,2...00 employees, now manages over 140,000 client cases per year digitally. Attorneys access real-time client and case data from anywhere, improving preparation and client service. The new system streamlines legal workflows, enhances collaboration, and supports holistic representation. This transformation enables data-driven justice reform and better outcomes for residents.

 

Heathrow Airport - Hospitality - Large

London, UK

Heathrow Airport used Salesforce Agentforce to deliver faster, more personalized support for 83 million passengers each year. The airport improved digital contact efficiency by 40% and reduced chat e...xchanges by over 50%. Hallie, their AI agent, now resolves 90% of chats without live agent transfer. Commerce Cloud drove a 30% increase in digital revenue over four years. Marketing Cloud achieved a 49% open rate for customer emails, boosting engagement and purchase values.

 

Formula 1 - Entertainment - Large

London, UK

Agentforce helped Formula 1 cut service response times by 80%. F1 unified over 100 data sources to create detailed fan profiles. Service reps now resolve issues faster and deliver more personalized s...upport. Marketing Cloud and AI-driven content boosted click-through rates by 22%. Fan satisfaction rose 8% year over year, reaching 90%. Tableau enabled F1 to secure new partnerships with actionable audience insights.

Frequently Asked Questions(FAQ)

for Salesforce Connect

What is Salesforce Connect used for?

Salesforce Connect is a Customer Data Platform Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Contact List Management, Lead Management and Engagement Management .

What are the top features of Salesforce Connect?

Recording, Dashboard and Personalization are some of the top features of Salesforce Connect.

Who uses Salesforce Connect?

Salesforce Connect is used by Information Technology And Services, Computer Software and Education among other industries.

What are Salesforce Connect alternatives?

Hyland Governance, Openprise RevOps Performance Platform, MParticle and Tealium are popular alternatives for Salesforce Connect.

Where is Salesforce Connect located?

Salesforce Connect is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce Connect for contact list management and lead management

Salesforce Connect Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.48/5

Read Reviews (32)
Custom Reports

4.22/5

Read Reviews (107)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.48/5

Read Reviews (32)
Custom Reports

4.22/5

Read Reviews (107)

Salesforce Connect Integrations

Salesforce Connect integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export
Data Import

Few API Integrations for Salesforce Connect

Software Failure Risk Guidance

?

for Salesforce Connect

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Connect

Salesforce, Inc. News

Financial

Salesforce Beats Q1 but Soft Q2 Guide Spooks SaaS Bulls

Salesforce exceeded Q1 FY27 revenue and EPS expectations but issued a lower-than-expected Q2 revenue forecast, causing investor concern over AI's impact on traditional SaaS models. The company is focusing on its Agentforce platform to balance per-seat license sales with AI-driven solutions.

Product

How We Use Data Detect to Secure the Heart of Salesforce

Salesforce uses its own product, Shield: Data Detect, to secure its internal systems by automating the discovery of sensitive data across billions of records. This internal testing, known as the "Customer Zero" approach, has led to improvements in product stability, user experience, and future roadmap features, enhancing the security and compliance of Salesforce's enterprise platform.

Financial

Salesforce revenue forecast disappoints amid AI disruption fears

Salesforce's revenue forecast for the second quarter falls below Wall Street estimates, raising concerns about AI-driven disruption to traditional software demand. Despite a strong first quarter with $11.13 billion in revenue and 98 new deals, the company faces investor apprehension over AI tools potentially impacting enterprise software demand.

Financial

Salesforce Delivers Record First Quarter Fiscal 2027 Results

Salesforce reported record first-quarter fiscal 2027 results, with revenue reaching $11.1 billion, a 13% year-over-year increase. The company highlighted significant growth in its Agentforce and Data 360 offerings, with annual recurring revenue hitting $3.4 billion. Salesforce also announced a $25 billion accelerated share repurchase program. The company remains optimistic about organic revenue growth in the second half of FY27.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO