Salesforce, ready to run.
The Salesforce integration treats the record as the case. Floowed reads the account, the related objects and everything attached, chases what is missing, and writes the decision and its reasoning back onto the record.
What it does.
What Floowed reads from Salesforce
- Accounts, contacts and opportunities
- Custom objects and custom fields, as your org models them
- Files attached to a record
- Cases, where the work starts from one
What it writes back
- The outcome, onto standard or custom fields
- A task for whatever a person still has to do
- The reasoning, as a note on the record
- A related record, where the case creates one
A customer account change, from request to updated contract.
- Gather
A customer asks for a change of legal entity and billing address. The request lands as a case in Salesforce, and Floowed reads the account, its contracts and open opportunities.
- Interpret
Floowed reads the documents the customer attached, such as a registration certificate and a signed letter, and checks them against the account.
- Chase
A missing signature or a document that doesn't match goes back to the customer by email. The account owner gets a Salesforce task for anything only they can answer.
- Decide
Your account change rules run in the deterministic policy engine. A change that doesn't fit them goes to finance to decide.
- Act
Floowed sends the contract amendment through DocuSign, updates the customer in QuickBooks once it is signed, and writes the outcome and reasoning back onto the Salesforce account.
Used in the same case
The connection, in detail.
How it connects.
- 1
Connect Salesforce
Using OAuth 2.0 through a connected app or external client app, running as a dedicated integration user. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Salesforce?
Yes. Floowed connects through the Salesforce REST API over OAuth 2.0 and works with your objects as you have modelled them, custom objects and fields included.
How does the Salesforce integration connect?
Through a connected app or external client app your admin authorizes, running as a dedicated integration user. Floowed sees what that user's profile, permission sets and sharing rules allow, nothing more.
How does a case start from Salesforce?
From Change Data Capture events on the objects you choose, such as a new case or an opportunity changing stage, on Enterprise, Performance, Unlimited and Developer editions. On any edition with API access, from a scheduled query.
Which Salesforce editions can connect?
Enterprise, Performance, Unlimited and Developer editions include API access. Professional Edition needs the API add-on. Other editions don't include API access.
What does the Salesforce integration cost?
Nothing extra. Integrations are included, and you pay for the work Floowed does on a case. Start free with $80 of credits, no card and no sales call.
Start with Salesforce. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.