BetterCloud is now the leading SaaS Operations Management platform! This means that you can now integrate multiple apps into your BetterCloud workspace, and use our tools to seamlessly manage users and data across your organization.
This article will detail the sections and tools in BetterCloud where you can find integrated Salesforce functionality.
Integrating Salesforce with BetterCloud
Before any functionality will be available for an app in BetterCloud, the app must first be connected and verified. You can find instructions for adding the Salesforce integration here.
- Integrating Salesforce with BetterCloud is only supported for Lightning Enterprise, Lightning Unlimited Enterprise, and Sales Cloud for Salesforce editions of Salesforce. To view your current edition of Salesforce, please see here: How to find Salesforce Edition and API Version
- Functionality in BetterCloud will be dependent on the API quota limits of your Salesforce edition. Please review more information about this limitation here: API Limitations in Salesforce Editions
Alerts in BetterCloud allow you customize notifications across your organization, helping you to stay up to date on priority items. There are a variety of alerts available for Salesforce in BetterCloud, which you can survey by clicking on the Triggered or Manage Alerts options in the left navigation menu. Once you are in the Triggered or Manage Alerts view, you can filter by your Salesforce Integration to explicitly view your Salesforce Alerts:
Alerts in BetterCloud currently available for the Salesforce Integration can be found here: Salesforce Alerts in BetterCloud
For more general information about Alerts in BetterCloud, please see here: Alerts
Users and groups from your Salesforce instance are available in the BetterCloud User and Group directory lists. They will be marked with the Salesforce logo in the Application column on each Directory page, and can be filtered for in the Application column's dropdown filter criteria:
Please note that only 'Public Groups', created from within the Admin view in Salesforce, will be available in BetterCloud; 'Chatter' groups created by end users will not be available.
Additionally, users may have accounts in more than one service, which would cause them to appear with multiple application icons listed.
When entities are selected from primary grids and sub-grids in flyout tabs, an "Action" menu of available options will appear. If applicable, Salesforce actions will be available to select from the Action menu:
Salesforce actions are available in the Workflow Builder, organized under the Salesforce header in the THEN section, and marked with the Salesforce logo. These can be combined with actions for other integrated apps, allowing you to build a truly cross-platform automation.
Additional events, conditions and actions for Salesforce are coming soon!