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

"...It is also quite practical since everything is hosted in the cloud, so accessing the platform is quite easy and anyone who has access can collaborate regardless of their location...." Peer review by David G, David Green

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

"...Keeping track of hundreds of thousands of customer service tickets, customers, and contact info has never been easier than with Salesforce...." Peer review by Administrator
"...I m 35% more productive now with managing my leads/pipeline due to using Salesforce...." Peer review by Consultant
"...Salesforce is a tool that is responsible for managing an effective solution to be able to interact with potential customers, to know what intelligent decisions are and then to automate sales...." Peer review by Betty D, Betty Dolloff

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

What makes Salesforce Connect ideal for Contact List Management?

What makes Salesforce Connect ideal for Lead Management?

What makes Salesforce Connect ideal for Engagement Management?

How does Salesforce Connect address your Collaboration Challenges?

How does Salesforce Connect address your Forecasting Challenges?

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.

 

INSPIRE Entertainment Resort - Hospitality And MICE - Medium

Salesforce, INSPIRE Partner on AI Transformation of MICE Business - The Elec Inc.

Incheon, South Korea

Salesforce is partnering with INSPIRE Entertainment Resort to transform its MICE business using AI. INSPIRE will adopt Salesforce's Sales Cloud to integrate sales data and build an AI-based decision-...making system, enhancing sales management and revenue forecasting. This collaboration aims to create a new B2B sales model for the hospitality and MICE industries.

Read on →
 

VALiNTRY360 - Consulting - Medium

Salesforce Managed Services: VALiNTRY360 Introduces Seven-Pillar Performance Framework

Winter Park, USA

VALiNTRY360 has introduced a Seven-Pillar Salesforce Managed Services Framework to enhance CRM support efficiency and AI operational readiness. This framework helps organizations measure Salesforce e...nvironment performance across areas like data quality, automation reliability, and user adoption. VALiNTRY360 aims to improve business processes and prepare companies for AI capabilities through structured assessments and ongoing support.

Read on →
 

Asian Footwears - Retail - Medium

Asian Footwear in pact with Salesforce - The Hans India

India

Asian Footwears partners with Salesforce to unify customer data across channels, enhancing AI-driven engagement and agentic workflows. This collaboration aims to support Asian Footwear's transition t...o an agentic enterprise, leveraging AI for personalized customer interactions and operational efficiency.

Read on →
 

Thames Valley Police and Hampshire & Isle of Wight Constabulary - Government Administration - Large

UK

Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check case status and message officers directly. The portal le...d to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.

 

MIMIT Health - Hospital & Health Care - Small

Chicago, USA

MIMIT Health used Salesforce’s Agentic Enterprise Architecture to unify patient data and automate workflows. They replaced fragmented EHR systems with Agentforce Health, giving care teams a real-time..., complete view of each patient. This led to $1.5 million in annual operational savings, a 15% reduction in inventory costs, and $500,000 less in system maintenance. Providers now spend less time on paperwork and see 40% more patients. Physician burnout dropped to low single digits, and employees save three hours daily.

 

Rare - Non Profit Organization Management - Medium

Arlington, USA

Rare used Salesforce’s unified platform to connect farmer data, fundraising, and grant workflows. The nonprofit replaced manual, disconnected tools with a single CRM, improving data access and automa...ting routine tasks. Teams now anticipate 40% more time for high-impact field work. Centralized data helps Rare expand regenerative farming from 17,500 to 300,000 hectares. Salesforce’s automation and AI features support Rare’s global mission and growth.

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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

M&A

Salesforce Loops Acquisition Boosts Tableau Offering - Daily Research News Online

Salesforce's acquisition of Loops enhances its Tableau offering, strengthening its capabilities in data visualization and analytics.

M&A

Salesforce Buys Loops — but Tableau Has No Product Roadmap Yet - Quasa.io

Salesforce announced its acquisition of Loops, an Israeli startup specializing in automated performance diagnostics and root-cause analysis, to integrate its technology into Tableau. The acquisition aims to enhance Tableau's analytics capabilities, although specific product release details remain undisclosed. The transaction is expected to close in early November, subject to customary conditions.

M&A

Salesforce expands Tableau agentic analytics push with Loops buy - TechTarget

Salesforce is acquiring AI-powered analytics startup Loops to enhance its Tableau software. Loops' technology, including the Scout analytics agent, will be integrated into Tableau, offering features like root cause analysis and performance improvement recommendations. The acquisition aims to advance Tableau's agentic analytics strategy, with the deal expected to close in early November.

Product

Klient Launches Klient Insights: Live PSA Dashboards Inside Salesforce - Daily Journal

Klient has launched Klient Insights, a live dashboard workspace integrated into Klient PSA within Salesforce. This tool provides professional services firms with real-time insights on margin, capacity, unbilled time, and client health, eliminating the need for exports or spreadsheets.

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