The Cleo Integration Cloud™ Application Integration Connector for Salesforce
The Cleo Salesforce application integration provides the Salesforce integration tools and technical flexibility to manage complex data models, enabling easier Salesforce integration with your cloud and on-premise applications for automated business workflows and an up-to-date view of business data.
Customize, Connect, Integrate
Support Salesforce integration best practices without any excessive scriptingRequest Demo
Benefits of Cleo’s Saleforce Integration
Cleo’s Salesforce integration platform enables a modernized workforce by quickly and easily aggregating customer data from the applications running your business.
Build and Map
- Quickly map integration projects using a convenient application wizard
- Build custom API connections through Cleo’s Developer portal
- Simplified application management via automated refresh capabilities that seamlessly pull updated projects and other metadata
- Give access to all the application’s XSD (XML Schema Definition) for easier business customization
View data exchange in real time with:
- Cleo Dashboards
- Automated reporting
Why Choose Cleo for Salesforce Application Integration
Cleo uses APIs to seamlessly integrate the applications and systems powering your business —
- Trading partner networks
- Data warehouses
- Big data platforms
- On-premise and cloud-based ERPs
- SaaS CRM tools like SugarCRM and NetSuite
— without all the custom code.
What you can do with the Salesforce connector
- Add/Create/Update/Delete account information
- Add/Create/Update/Delete customer/contact information
- Add/Create/Update/Delete campaign information
- Add/Create/Update/Delete lead information
- Add/Create/Update/Delete opportunity information
- And much more!
Salesforce is the leading CRM platform used by global businesses in every industry. The Cleo Salesforce integration connector delivers reliable integration with Salesforce and your ERP or other business-critical systems, providing a complete and unified view into customer engagement throughout all applications.
One of the biggest benefits of Cleo is that we are working with a partner who really understands the technology. We feel Cleo genuinely cares about our success and thoroughly works with our teams to finalize any setups to ensure our solution is sound.
Why Businesses Integrate Salesforce Application Data Flows with Cleo
As companies grow, so does the need to incorporate best-of-breed applications and tools to effectively manage each business function. To avoid data silos and ensure a holistic view of the business, organizations must possess the integration technology to securely connect and move data across any B2B, application, ground-to-cloud, and cloud-to-cloud scenario.