Salesforce Connect Overview

Salesforce Connect enables integration and access to data from other Salesforce orgs and external sources with ease. Point-and-click simplicity is provided for seamless data management.

Use Cases

Customers recommend Contact List Management, Lead Management, Engagement Management, as the business use cases that they have been most satisfied with while using Salesforce Connect.

Other use cases:

  • Collaboration
  • Forecasting
  • Workflow Management
  • Communication Management
  • Lead Tracking
  • Advertisement
  • Opportunity Management
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Connect.

Other priorities:

  • Improve Internal Communications
  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve ROI
  • Improve Digital And Social Presence
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Salesforce Connect Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Connect works with different mediums / channels such as Mobile. and Phone Calls.

Salesforce Connect's features include Recording, Dashboard, Personalization, etc. and Salesforce Connect support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Salesforce Connect analytics capabilities include Analytics, and Custom Reports.

Reviews

"...It s helped me manage my leads better...." Peer review by Austin M

Salesforce Connect, Salesforce Financial Services Cloud, Optimove, Treasure Data, Blueshift, etc., all belong to a category of solutions that help Customer Data Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Connect

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Mid Market
  • Small Business
  • Large Enterprise

Salesforce Connect is popular in Information Technology And Services, Computer Software, and Education and is widely used by Mid Market, Small Business, and Large Enterprise.

Comprehensive Insights on Salesforce Connect Use Cases

How does Salesforce Connect address your Contact List Management Challenges?

Why is Salesforce Connect the best choice for Lead Management?

How does Salesforce Connect facilitate Engagement Management?

How efficiently Does Salesforce Connect manage your Collaboration?

What benefits does Salesforce Connect offer for Forecasting?

30+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Salesforce Connect solved their Customer Data Platform needs. Cuspera uses 747 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Customer Data Platform needs.

Case Studies

COMPANY INDUSTRY CASE STUDIES
Salesforce Connect case study
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CASE STUDY AAA Carolinas

AAA Carolinas is driven to provide the best member experience with Salesforce Architects

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Salesforce Connect case study
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CASE STUDY Best Buy Canada

Best Buy Canada boosts customer experience ratings by building stronger relationships.

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Salesforce Connect case study
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CASE STUDY Baptist Health South Florida

Learn how the healthcare provider turns disparate data into a complete patient view at scale.

Read More

Frequently Asked Questions(FAQ)

for Salesforce Connect

What is Salesforce Connect used for?

Salesforce Connect is a Customer Data Platform Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Contact List Management, Lead Management and Engagement Management .

What are the top features of Salesforce Connect?

Recording, Dashboard and Personalization are some of the top features of Salesforce Connect.

Who uses Salesforce Connect?

Salesforce Connect is used by Information Technology And Services, Computer Software and Education among other industries.

What are Salesforce Connect alternatives?

Salesforce Financial Services Cloud, Optimove, Treasure Data and Blueshift are popular alternatives for Salesforce Connect.

Where is Salesforce Connect located?

Salesforce Connect is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce Connect for contact list management and lead management

Salesforce Connect Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.48/5 ★

Read Reviews (32)
Custom Reports

4.22/5 ★

Read Reviews (107)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.48/5 ★

Read Reviews (32)
Custom Reports

4.22/5 ★

Read Reviews (107)

Salesforce Connect Integrations

Salesforce Connect integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.44/5 ★

Read Reviews (51)
Data Import

4.06/5 ★

Read Reviews (109)

Few API Integrations for Salesforce Connect

Software Failure Risk Guidance

?

for Salesforce Connect

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Connect

Salesforce, Inc. News

HCLTech joins Salesforce as an Agentforce Partner to drive agentic AI innovation - CRN

HCLTech partners with Salesforce to enhance AI innovation through the Agentforce program.

23/01/2025 - source

HCLTech gets added to Salesforce's AI agent initiative - Techcircle

HCLTech joins Salesforce's AI agent initiative to help financial services clients use AI agents and modernize SaaS applications. The partnership aims to enhance member engagement and efficiency at PenFed Credit Union.

23/01/2025 - source

Salesforce Bids Farewell to Einstein Copilot, Now It's Just Another Agent - CX Today

Salesforce has retired its Einstein Copilot, a conversational AI assistant, surprising many users. This change was highlighted by Ashish Agarwal, a Salesforce Architect, on LinkedIn.

15/01/2025 - source

Salesforce, Inc. Feeds

Salesforce director named chief of operations, finance | CFO Dive

Salesforce appointed Robin Washington as the new Chief Operating and Financial Officer, effective March 21, with Brian Millham retiring on May 1 after a 25-year career.

05/02/2025 - source

Salesforce Appoints New CTO, Shakes Up Other Executive Roles - The Information

Salesforce Appoints New CTO, Shakes Up Other Executive Roles - The Information

05/02/2025 - source

Salesforce Inc (CRM) Announces Leadership Transition with Robin - GuruFocus

Salesforce Inc (CRM) announces a leadership transition involving Robin.

05/02/2025 - source

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO