Integrate Atomicwork with Salesforce to streamline access to sales data across your teams. With this integration, employees can use the Assistant to search for information from Salesforce, such as leads, accounts, opportunities, and cases.
Here are the key features and capabilities unlocked with the Atomicwork-Salesforce integration:
Search leads and contacts: Find leads assigned to you or your team, search contacts, etc.
Search opportunities and deals: Track opportunities nearing closure, filter opportunities by status, deal amount, or account, and check closed-won or closed-lost opportunities.
Search accounts and cases: Find account owner information, filter accounts by industry and search associated support cases.
This integration simplifies accessing Salesforce data, saving time, and keeping your teams focused on what matters the most.