Once you scan your cards, select the card you want to have into Salesforce, as per the images below and click “Send to Salesforce”. That’s it! Once you send the card to your Salesforce account, you’re done.
Full Answer
How do I send an invitation to a contact in Salesforce?
Click on the “Customize My Tabs” button in the Salesforce interface, and add “Connections” to your available tabs. Go to the “Connections” tab and click on “New Connection.” To send an invitation to your new contact, select the correct organization under Contact.
What is Salesforce integration and how does it work?
Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes. Think of cases in your own technology stack in which information is kept in one system but also required in another.
How to create connections in Salesforce?
Click on the “Contacts” tab in Salesforce. Click on “New Contact.” Create a new contact for the Salesforce organization, making sure to add a valid email address. Click on the “Customize My Tabs” button in the Salesforce interface, and add “Connections” to your available tabs. Go to the “Connections” tab and click on “New Connection.”
How do you make Salesforce even better?
Integrate Salesforce with the apps you use every day. How do you make Salesforce even better? Integrate it with the apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business.
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Slack
Increase team collaboration and productivity with the Slack and Salesforce integration.
HelloSign
Use this integration to simplify the process for preparing and tracking e-signature documents.
CodeScience
Build customer apps lightning fast, with the Salesforce and CodeScience integration.
Why do you want to have your salesmen enter new leads instantaneously?
You want to have your salespeople entering new leads instantaneously so that the marketing department has the possibility to immediately send out relevant information. If your sales guys have collected info about which products interest the prospect then the marketing department has the possibility to tailor messages specifically for the person, make it personal.
When gathering new leads, make sure you don't settle with entering just their contact information?
When gathering new leads, make sure you don't settle with entering just their contact information, you want to add as much relevant info as possible about the prospect. Which product are they interested in, how hot is this lead, do you have marketing permission etc. Give salespeople the possibility to add notes and gather everything relevant, while the information is still fresh in their mind.
Can you scan leads into Salesforce?
Make sure your salespeople have access to a card scanner app that allows them to scan the cards they collect directly into their Salesforce®. You don't want them to scan leads into excel only to later upload them into your CRM, as this will slow down the process as well as hinder immediate marketing automation.
Send notes the way you want
Add a “Send Handwrytten Note” button to the Contacts, Accounts, Opportunities and Leads pages.
Save time through thoughtful integration
Pull addresses directly from the contact record, or “roll-up” the address from the account. The system is flexible to suit your needs.
Bulk send notes
Leverage SFDC’s robust view creation tool to segment your list. Easily send notes in bulk to one or more members of a view.
What is Salesforce Integration?
Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes.
What is an API?
API stands for Application Programming Interface. It is the means that allows two applications to talk to each other.
Types of Salesforce Integration Architectures
Each type of integration architecture offers both benefits and drawbacks worth noting. I will take you through the following three types:
Salesforce Integration Capabilities
As I write, I’m thinking: “ how can I talk about APIs and not make it boring? ” I’m going to keep this section short and ‘to the point’, but I hope it captures your interest and encourages you to learn more about APIs.
Salesforce Integration Patterns
Patterns are abstract – they are just conceptual. Based on your integration requirements, you can identify the pattern and each of them has a host of best practices to help you identify what is the optimal capability for you to use.
Fire and Forget
Salesforce invokes a remote system process but does not wait for completion. Instead, the remote system acknowledges the request and then hands off control back to Salesforce – hence firing, forgetting, and resuming activities.
Summary
As you can see, Salesforce Integration can be broken down into many parts. The first step is ensuring that you understand what integration is and why it’s important.