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
See all use cases See less use cases

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
See all business priorities See less business priorities

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

"...Contact + relationship management with prospects, sales opportunity management, system of record of your work and outreach, collaboration with coworkers (chatter etc), SF reporting and dashboards...." Peer review by Amanda C., Information Technology and Services

Peer review evidence (same sources as the product rating summary)

"...We are able to house all emails, calls, any contact method along with data that supports the contact...." Peer review by User
"...I m 35% more productive now with managing my leads/pipeline due to using Salesforce...." Peer review by Consultant
"...It's a great solution for efficiently/effectively managing sales calls, follow ups, emails/eblasts, marketing analysis, etc...." Peer review by Administrator

Salesforce Connect, Hyland Governance, Openprise RevOps Performance Platform, mParticle, Tealium, 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.

Salesforce Connect Customer wins, Customer success stories, Case studies

How can Salesforce Connect optimize your Contact List Management Workflow?

What benefits does Salesforce Connect offer for Lead Management?

How can Salesforce Connect optimize your Engagement Management Workflow?

What makes Salesforce Connect ideal for Collaboration?

How can Salesforce Connect optimize your Forecasting Workflow?

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.

 

Indian businesses - Various - Very Large

Salesforce: Indian businesses roll out AI, Bengaluru tower planned - NewsBytes

India

Indian businesses are deploying Salesforce's AI solutions across their operations, signaling a shift from testing to full-scale implementation. Salesforce is also investing in a new tower in Bengalur...u, highlighting its commitment to the Indian market. The company sees potential for India to become a leader in agentic AI innovation by 2030, driven by its large developer community.

Read on →
 

Indian firms - Various Industries - Very Large

Indian firms moving AI from pilots towards deployment: Salesforce - PTI

India

Salesforce reports that Indian firms are transitioning from AI pilot projects to full-scale deployments, indicating a significant opportunity for digital and agentic AI growth in India. Salesforce pl...ans to invest in infrastructure and talent development to support this shift.

Read on →
 

Maxicare - Healthcare - Large

PH Salesforce talent must move up to AI architecture, tech founder says

Philippines

Cloud Jedi Solutions founder Joey Chan highlights the challenges Philippine companies face in AI adoption, emphasizing the need for improved data quality and system integration. Maxicare's use of Sal...esforce for AI in dental authorization is cited as a specific application. Chan stresses the importance of architect-level skills in the Salesforce ecosystem to enhance AI integration and business processes.

Read on →
 

Thames Valley Police and Hampshire & Isle of Wight Constabulary - Government Administration - Large

UK

Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check case status and message officers directly. The portal le...d to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.

 

MIMIT Health - Hospital & Health Care - Small

Chicago, USA

MIMIT Health used Salesforce’s Agentic Enterprise Architecture to unify patient data and automate workflows. They replaced fragmented EHR systems with Agentforce Health, giving care teams a real-time..., complete view of each patient. This led to $1.5 million in annual operational savings, a 15% reduction in inventory costs, and $500,000 less in system maintenance. Providers now spend less time on paperwork and see 40% more patients. Physician burnout dropped to low single digits, and employees save three hours daily.

 

Rare - Non Profit Organization Management - Medium

Arlington, USA

Rare used Salesforce’s unified platform to connect farmer data, fundraising, and grant workflows. The nonprofit replaced manual, disconnected tools with a single CRM, improving data access and automa...ting routine tasks. Teams now anticipate 40% more time for high-impact field work. Centralized data helps Rare expand regenerative farming from 17,500 to 300,000 hectares. Salesforce’s automation and AI features support Rare’s global mission and growth.

Frequently Asked Questions (FAQ)

What buyers ask before choosing 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?

Hyland Governance, Openprise RevOps Performance Platform, MParticle and Tealium 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
Data Import

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

Product

Snaps Specs Get an Enterprise Boost from Salesforce and Nvidia

Salesforce partners with Snap Inc. to integrate its Agentforce AI agents into Snap's Specs augmented-reality glasses for enterprise use. This integration aims to enhance hands-free workplace tasks in various environments, leveraging Salesforce's AI capabilities to provide practical applications for Snap's Specs in the enterprise market.

Partnership

Salesforce and OpenAI Launch Missionforce to Revolutionize Government AI Operations

Salesforce and OpenAI have launched Missionforce, a new AI-driven platform designed to enhance government operations. The platform integrates OpenAI's models to improve efficiency and service delivery in government agencies. Missionforce includes features like the Policy Engine for rapid policy execution and tools for real-time operations management, aiming to streamline workflows and foster public-private partnerships.

Product

Salesforce AIforce Makes the Agent the Enterprise UI — and Forces a Pricing Question

Salesforce introduced AIforce at Dreamforce 2026, a strategic brand that integrates Salesforce with external environments like Claude and Slack, using an agent-as-UI model. This shift challenges traditional per-seat pricing by offering consumption-based options, aiming to align costs with automated work volume. AIforce's success hinges on its ability to manage complex workflows without human intervention.

Product

Salesforce AIforce Connects Claude and Slack to CRM Controls - Quasa.io

Salesforce introduced AIforce, an interface and governance layer that connects external AI platforms like Claude and Slack to Salesforce's CRM controls. This integration allows users to initiate tasks in these platforms while Salesforce manages permissions and business logic. AIforce aims to enhance CRM functionality without replacing Salesforce's core system.

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