Salesforce Integration with Workstream.io

Bring your Salesforce reports and dashboards into Workstream to share the right data about customers and sales with revenue-generating teams. Since customers are the lifeblood of any business, empower your customer-facing leaders with the core analytics assets that allow them to better coach and up-level their team. Together Workstream.io and Salesforce are helping you connect to your customers in a whole new way.

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Integration Highlights

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You can now add Salesforce to Workstream.io manually by copying the report URL and adding it to your workspace via the “+ Add New” button in the app and in the Workstream Concierge Chrome extension while in Salesforce.
Once added, users can analyze their customer relationship management data alongside their other must-have tools in one place.
Curate documentation, training videos, and FAQs for your team, and empower them with conversations on top of your live Salesforce data.

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How does Workstream.io work with Salesforce?

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You can now add Salesforce to Workstream manually by copying the report URL and adding it to your workspace via the “+ Add New” button in the app and in the Workstream Concierge Chrome extension. Once added, users can click on the asset and be redirected to Salesforce to view the asset natively. You can curate documentation, training videos, and FAQs for your team, and empower your team with conversations on top of your live Salesforce data. Your team will no longer have to hunt down reports and instead can easily access data assets via the Workstream.io repository.

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Benefits of Workstream.io + Salesforce

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Lose the ambiguity of which assets teams should be viewing, readily see their status, and offer consolidated clarity for data people and non-data people alike
The Workstream Concierge augments the Salesforce experience with documentation, context, and collaboration. Click the blue W along the right-hand side to post an FAQ, tag it to a collection, or get feedback to ensure you’re on the right track.

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Frequently Asked Questions

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Q: Can assets be added individually, or do you need a full integration?

A: You are able to select and manually import assets into Workstream from Salesforce.

Q: What Salesforce assets do Workstream support?

A: In addition to Salesforce reports and dashboards, Workstream also supports Tableau and Tableau CRM dashboards which are part of the Salesforce ecosystem.

About Salesforce

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Salesforce is a company that makes cloud-based software designed to help businesses connect with and support customers. They believe that in unity, there is power, and bringing people together changes everything. Dubbed the world’s #1 CRM, Salesforce helps everyone, on every team, share a single source of truth to guide essential conversations. They pioneered the software as a service (SaaS) model by earning customer trust.