Salesforce Connector
Salesforce Integration.
Powered by Cleo.

Salesforce is the world’s leading SaaS CRM 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.

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
Why choose Cleo for Salesforce integration?
Agility

Keep critical business and financial information up-to-date and make better, faster business decisions

Visibility
Gain end-to-end process visibility to increase business intelligence and proactively respond to issues
Efficiency
Connect disparate data, applications, systems, and trading partners to enhance critical business processes

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

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 you can do with the Cleo Salesforce connector

 

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
    Remove integration complexity.

    See the Cleo Integration Cloud in Action

    Connectivity across every integration scenario between systems, applications, clouds, and business ecosystems.

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