Salesforce

Company Profile

Salesforce.com is a global enterprise cloud computing business providing customer relationship management (CRM) products, although the company has expanded over the years through a number of acquisitions, including social enterprise.

Salesforce Features Include:

  • Sales Cloud
  • Service Cloud
  • ExactTarget Marketing Cloud
  • Salesforce1 Platform
  • Pardot

Other features include:

  • Chatter
  • Data.com
  • Work.com
  • Desk.com
  • Mobile application available for Salesforce1.
  • Training and certificates in Salesforce.com products

How to Connect Salesforce and Kilterly

  1. Go to the Admin page and click on the Settings tab in Kilterly.
  2. Follow the listed instructions on that page to set up your integration.

Integration Results

  • Once connected, your Kilterly account will begin populating with your Saleforce data.
  • This data will appear in the Clients section.
  • Our integration with Salesforce is a two-way integration with the capabilities to pass any data back and forth between the two systems. You will be able to select how you would like to use the integration or request to have that use case set up.