Salesforce in BetterCloud

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BetterCloud is now the first-ever Multi-SaaS 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. 

Connecting Salesforce to 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 connecting apps here: Connectors

Please note that integration with BetterCloud is only supported for Lightning Enterprise and Lightning Unlimited Enterprise editions of Salesforce. To view your current edition of Salesforce, please see here: How to find Salesforce Edition and API Version

Additionally, 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

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 Salesforce menu item in Alert settings. 

Here's how to get there: 

For more general information about Alerts in BetterCloud, please see here: Alerts

Directory

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.

Read more about Directories here: Users, Groups

Actions

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: 

Workflows

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!

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