Salesforce integration

Salesforce Integration

Salesforce Integration.
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Salesforce is the world’s leading SaaS CRM platform used by global businesses in every industry with solutions for sales, service, marketing, and more. The Cleo Integration Cloud connects Salesforce and your other business applications to keep data aligned between front-end and back-end systems.

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Overview of Cleo’s Salesforce Integration

Frictionless application integration.

  • Eliminate manual integration processes
  • Reduce custom coding and leverage APIs   
  • Verify and transform your data
  • Connect application dataflows to your EDI system
  • Sync customer relationship data to your back end systems
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Benefits of Cleo’s Salesforce integration

Integrate Salesforce with your business-critical on-premise and cloud systems, SaaS and back-office applications, enterprise endpoints, and trading partners.

Build and Map

  • Quickly map integration projects using a convenient application wizard
  • Build custom API connections through Cleo’s Developer portal

Manage

  • 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

What Else?

The Cleo Salesforce integration connector delivers reliable integration with Salesforce, your ERP and other business-critical systems, providing a complete and unified view into customer engagement throughout all business processes.

  • 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!

Connect and integrate your Salesforce data today

With application integration from the Cleo Integration Cloud, you can easily connect Salesforce to enable:

  • Seamless integration with your ERP, CRM, EDI, and fulfillment systems
  • Secure data handoff to enterprise applications and systems for storage and analysis
  • Drive business intelligence and optimize operational outcomes

Start Integrating

Cleo Integration Cloud screenshot: accelerate partner and application onboarding.

To achieve agility and experience maximum value, multiple integration approaches may be necessary, including file-based, application, message-based, service-centric, on-premises, and cloud.

Frank Kenney

Cleo, Market Evangelist and Strategy Director

Common Integration Combinations:

Salesforce-SAP Integration

Sharing information between your front-end CRM solution like Salesforce and a back-end ERP solution like SAP provides added value for an organization. With Cleo Integration Cloud’s Salesforce-SAP integration, you can sync data between your SAP application and Salesforce CRM and leverage comprehensive customer views that drive new revenue models.

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SAP Salesforce Integration
Common Integration Combinations:

Salesforce-Amazon Integration

Using the Cleo Integration Cloud platform, you can connect to the Amazon API and pull data from your online storefront and integrate it with into your Salesforce CRM – and vice versa.

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Salesforce Amazon Application Connector

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