Salesforce Integration
How to connect Salesforce to Valuecase
To use the Salesforce integration and connect your Salesforce account to Valuecase, you only need to complete a few steps:
Under 'My Settings', select 'Integrations'. All available integrations are displayed here.
Click on the 'Connect' button next to Salesforce. You will be redirected to the Salesforce login page. Simply log in with your Salesforce account.
And that's it! In Valuecase, the blue 'Connect' button next to Salesforce will change to a green 'Connected' button once your Salesforce account is linked to Valuecase.
How to link a Salesforce opportunity when creating a new Valuecase space:
If you want to create a new Valuecase space and link it to an existing Salesforce opportunity, just follow this quick guide:
After clicking on the 'Create New Space +' button in the Spaces home menu, a window will open up in which you can select the Salesforce opportunity you want to connect your Valuecase space to. If you do not want to connect your space to a Salesforce right now, just click on the 'Skip' bottom right corner. You will then be forwarded to the space creation directly.
After selecting the Salesforce opportunity, click on the 'Next' button in the bottom right corner. You can then simply create your Valuecase space in the usual way. After setting your space up, it will be permanently linked to the assigned Salesforce opportunity.
Where to find your linked Valuecase space in Salesforce?
Valuecase spaces linked to Salesforce opportunities can also be accessed through your Salesforce account. This brief guide will show you how:
Within the Salesforce opportunity, your linked valuecase space is displayed under 'Notes and Attachments' ('Notizen und Anhänge').
By clicking on the Valuecase URL, a new window will open up in which the Valuecase space details are displayed.
If you click on the link under 'text', you will forwarded to your linked Valuecase space. Now you can always easily stay on top of each of your sales activities!