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

"...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

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 benefits does Salesforce Connect offer for Contact List Management?

How does Salesforce Connect address your Lead Management Challenges?

Why is Salesforce Connect the best choice for Engagement Management?

What makes Salesforce Connect ideal for Collaboration?

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.

 

Salesforce Adapts as Customers Shift AI Expectations

Salesforce faces pricing pressure as enterprise customers, like Blavity, plan to replace its CRM with AI-enabled alternatives for cost savings. Customers demand AI features in base subscriptions, not... as add-ons. Salesforce's ecosystem remains valued for its integration capabilities, but AI-driven re-architecture challenges its pricing models.

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Salesforce: The SaaS Apocalypse doesn't make sense

Salesforce is investing $500 million in Argentina to advance AI, digitalize the public sector, and support SMEs. The company, which has doubled its business in Argentina over two years, dismisses the... "SaaS Apocalypse" notion. Salesforce's initiatives include AI training and collaborations with the national and Buenos Aires governments to foster digital transformation.

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Salesforce's Agentforce AI fuels 169% growth in recurring revenue

Salesforce's Agentforce AI products have driven a 169% increase in annual recurring revenue from 29,000 new customer deals. This growth highlights Salesforce's successful investment in AI, enhancing ...customer service and sales automation. The adoption of Agentforce across various industries strengthens Salesforce's position in the CRM market, competing with giants like Microsoft and Oracle.

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Balaji Wafers - Consumer Goods - consumer goods

Balaji Wafers uses Salesforce to improve distributor experiences. They have a 20% year-over-year growth. Distributor onboarding time reduced by 50%. Sales visits per rep increased by 30% per week. Ma...pping accuracy improved by 80% using Salesforce Maps.

Read on →

Pentagon Federal Credit Union (PenFed) - Banking - Banking

Agentforce helps Pentagon Federal Credit Union save 30,000 minutes a day with automated call summaries. This saves $3 million a year in labor costs. PenFed uses Agentforce to unify member data and sc...ale service for 2.8 million members. The platform supports branches, call centers, mobile, and web. PenFed aims to serve 6 million members with the same core team.

Read on →

Tata Consumer Products - Consumer Goods - consumer goods

Tata Consumer Products transformed its sales and distribution with Salesforce. They built a platform called MAVIC, automating distributor management. Onboarding time reduced from a week to 45 minutes.... The MAVIC app enables 6 million transactions monthly. Over 3,000 distributors were onboarded in four months. The platform is used by 8,000 sales employees to serve 12,000 distributors and 1.6 million retail outlets.

Read on →

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

4.44/5 ★

Read Reviews (51)
Data Import

4.06/5 ★

Read Reviews (109)

Few API Integrations for Salesforce Connect

Lucidchart

4.52 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Proof

4.59 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tremendous

4.32 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Lessonly

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Salesforce Connect

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Connect

Salesforce, Inc. News

Partnership

Salesforce Launches the Forward Deployed Engineering Partner Network to Scale Agentforce Success

Salesforce has launched the Forward Deployed Engineering (FDE) Partner Network to enhance Agentforce implementations globally. This network includes partners like Accenture and Deloitte, providing specialized Salesforce training and engineering expertise. The initiative aims to scale Agentforce success by embedding Salesforce-trained engineers into partner delivery teams, ensuring robust, enterprise-grade digital workforce solutions.

Read more →
Product

Introducing Salesforce Headless 360. No Browser Required.

Salesforce has launched Salesforce Headless 360, a platform enabling API-driven interactions without a browser. It offers new MCP tools, coding skills, and an experience layer for seamless integration across platforms like Slack and WhatsApp. This innovation supports both human and AI agents, enhancing workflows and business logic access. The platform aims to streamline operations and improve efficiency for developers and enterprises.

Read more →
Product

Copado Introduces Agentia, Bringing Context-Aware AI Agents to Salesforce DevOps

Copado has launched Agentia, a context-aware AI solution for Salesforce DevOps, embedding AI agents into the software delivery lifecycle. This innovation enhances governance and testing, allowing teams to automate tasks while maintaining control. Agentia aims to transition from DevOps to AgentOps, offering specialized agents that integrate with Salesforce environments to improve productivity and deployment quality.

Read more →
Product

Salesforce releases Agentforce dev tools, updates Agent Fabric

Salesforce has introduced new developer tools, including the updated Agentforce Vibes 2.0 and Agent Fabric, which enhance AI agent management and orchestration. The tools offer granular control over AI agents, integrating governance and authentication features. Salesforce also launched AgentExchange, a partner marketplace, and open-sourced Agent Script to improve agent development. These updates aim to streamline AI agent deployment and management.

Read more →

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

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

Employees

10001+

Social

Facebook Linkedin Twitter

Financials

IPO