Blueprint for Success: How To Use the Salesforce Integration

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by Chuck Stimson
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Overview

The BetterWorks Salesforce integration captures data from Salesforce and automatically updates your milestone's progress. This blueprint provides examples on  how to use the Salesforce integration, as well as tips and tricks to get the most out of the integration. By no means are these the only use cases for the Salesforce integration in BetterWorks: we recommend testing to see how you can make the Salesforce integration work best for you.

Who is the Salesforce Integration For?

Any user who uses Salesforce reports to track information in their workflow. As there is a wide variety of information that can be tracked in Salesforce, there is a variety of user who can access this integration. Be sure to check out our examples below for some ideas about how to use the Salesforce integration.

Examples of Salesforce Integrated Milestones

Sales Team Examples

Customer Success


If you have any additional questions about this integration, please feel free to reach out to support@betterworks.com.

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