Salesforce
Your Salesforce accounts, as deck context.
Salesforce is next, built on the same CRM connection as HubSpot. Search an account, opportunity, contact or lead from the shift form, link it, and the deck shifts with what your team already knows about the deal.
How it will work
- 1An account admin enables Salesforce once for your DeckShift account, against a production or sandbox org.
- 2Each rep connects their own Salesforce login, so results match what that rep can already see.
- 3Search accounts, opportunities, contacts and leads from the shift form, and link the one you are pitching.
Where it stands
The connection is built. Before anyone can use it, DeckShift's Salesforce app has to be registered and proven against a live org. If you want to be told the day it is ready, or want to be the org that proves it, send us a note through the support form below.
Salesforce questions
When will it be ready?
We have no date to promise yet. Send a note through the support form and we will tell you the day it is.
Which records can I start from?
Accounts, opportunities, contacts and leads.
Do we have to create our own Salesforce app?
No. DeckShift registers its own app. An admin enables your org once, and each rep connects their own login.
Which Salesforce editions will work?
Editions with API access. Salesforce turns the API on by default in Enterprise, Performance, Unlimited and Developer editions. Professional Edition needs Salesforce's paid API add-on first.
Need help with Salesforce?
Something not working, or a question this page did not answer. A founder reads every request. Billing, seats and sign-in are covered in Help.