Get a personal dashboard for your Salesforce Sales Cloud data that can be easily modified to suit your needs
Salesforce Sales Cloud
Live data
Your Salesforce Sales Cloud data is now securely showing in Personal dashboard
Imagine having all your essential Salesforce Sales Cloud data neatly organized and updated on a personal team dashboard. Well, with adenin’s integration, you can turn that dream into reality. The integration allows you to add Adaptive Cards connected to your Salesforce Sales Cloud data, creating an organized and dynamic workspace that's fit for everyone, especially for managers.
Features:
Benefits:
Ready to take a step towards a more organized and efficient workspace? Start your free account with adenin today and transform the way you work.
Just like your favourite workplace applications, adeninʼs own personal dashboard is yet another choice of where you can store your Adaptive Cards. Our own dashboard is a React component that renders all your Adaptive Cards, and with simple drag-and-drop you... Read more
Salesforce Sales Cloud provides the following 0 data sources:
By using the Salesforce Sales Cloud app for Personal dashboard you get the following features:
Yes, Personal dashboard is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Personal dashboard are free, the use of adenin (including using data from Salesforce Sales Cloud) incurs usage charges according to your plan. See the pricing page for details →
adenin’s Personal dashboard connector is a popular choice for Customer Service, Marketing and Sales teams at small to large organizations. The data sources that are built into Salesforce Sales Cloud (see above) are incredibly simple to integrate into Personal dashboard and don't require any technical know-how. The adenin platform completely handles authenticating with Salesforce Sales Cloud and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Personal dashboard.
No, the integration is designed to help busy managers stay on top of their various workplace applications, where Salesforce Sales Cloud is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Salesforce Sales Cloud integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).
Then with the built-in Card designer we automatically generate a layout from your Salesforce Sales Cloud data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.
Lastly, there will be the Personal dashboard integration which is self-explanatory to install. Just check the installation instructions section for more details.
We use the secure OAuth standard which means you authorize adenin accessing your Salesforce Sales Cloud data and in turn authorize us to share this data with Personal dashboard. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Personal dashboard) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.
We're always delighted to hear from users – especially if the reviews are this glowing
"⭐️⭐️⭐️⭐️⭐️ Shows a timeline of upcoming events"
Our team needed a straight forward way to see upcoming sales calls in SharePoint. This web part lets you show users their own calendars, as well as shared ones and was just the ticket. During installation we got an error message, which the support addressed.
"⭐️⭐️⭐️⭐️⭐️ The Digital Chatbots"
What do you like best about the product?
It provides reminders from my google calendar. I can customise my board to access all my daily essentials in one place. Such as google drive, emails, Jira updates, and more. It has made my life much easier. I do not have to open every single app separately to find messages.
What do you dislike about the product?
It is a bit pricey. The prices could be lower.
What problems is the product solving and how is that benefiting you?
Saving time and energy by providing all updates in one place. Connected to several apps such as Slack, gmail, drive, sheets, etc.
"⭐️⭐️⭐️⭐️⭐️ Simple widget"
This simply reads in your RSS feeds and makes it into a web part, for example to share your company blog. The web part's look can be fully adjusted, but there is a small monthly fee for this service (outside of a small monthly allowance).
"⭐️⭐️⭐️⭐️⭐️ Viva Connections"
We connected Workday to our Viva Connections dashboard to show users their PTO balances and offer a convenient way to request time off. The support was very helpful to go through an internal Infosec approval which added about 6 weeks to be able to roll it out. But the result is perfect!
"⭐️⭐️⭐️⭐️⭐️ Show conversations from non-Teams locations"
Through a merger we had some locations that were used to Slack, and with this web part we could easily import their recent conversations into our SharePoint pages which makes it easier for management to monitor our new stores.
"⭐️⭐️⭐️⭐️ The app store Viva was meant to have"
Despite a lot of hype around Viva dashboard we always held back rolling it out as there was just not a lot of apps available for it, we use ServiceNow, Salesforce and Workday for example; none of which are available in App Source. The only way really was to make up a custom ACE that's pretty much just a fancier bookmark to link out to each portal. So I was stunned to see these 3 apps being available through this Viva app. SNOW took help from their support team get started, and we hit one or two roadblocks submitting requests to Workday, etc. so it's not perfect but after a couple of support sessions we were able to put together a Viva homepage that works great for users and, to my eye, really delivers on the vision Microsoft promised with Viva being the central tab in Teams + SharePoint. So this app = must have
"⭐️⭐️⭐️⭐️⭐️ App store for web parts"
I understand this is a company trying to create a marketplace of apps for SharePoint web parts which is a cool idea. It generates a list from the connected app's API which you can then refine. The selection could be a lot bigger, but for the apps I wanted and they had, it worked really well.
With adenin you can easily integrate any business app into Personal dashboard
Click the Add button below
Add Salesforce Sales Cloud to adeninEither log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Salesforce Sales Cloud integration will start.
Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Salesforce Sales Cloud account and more attributes (if they are required).
At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Salesforce Sales Cloud API.
Salesforce Sales Cloud
Your Card will now appear on your adenin dashboard.
Modify or embed your Salesforce Sales Cloud Adaptive Card from the ··· button in the top right-hand corner of your card:
Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.
By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Salesforce Sales Cloud works as a SharePoint web part, or with chatbots such as Microsoft Teams.
To begin, add the adenin Personal dashboard integration to your Personal dashboard account.
adenin’s Personal dashboard integration isn't just limited to Automation applications, such as Salesforce Sales Cloud. Truly transform your Personal dashboard experience by simply browsing our App Directory for all your other work tools.
It’s like a personal homescreen where you can monitor everything with ease and from one central location.
Browse App Directory
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