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

"...Keeping a system of record of engagements with prospects, organizing all materials and information related to sales opportunities, organizing each different sales groups' accounts...." Peer review by Amanda C., Information Technology and Services

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.

Comprehensive Insights on Salesforce Connect Use Cases

What benefits does Salesforce Connect offer for Contact List Management?

What solutions does Salesforce Connect provide for Lead Management?

How can Salesforce Connect optimize your Engagement Management Workflow?

How efficiently Does Salesforce Connect manage your Collaboration?

Why is Salesforce Connect the best choice 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

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

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?

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

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

Product

Salesforce Announces Agentforce for Manufacturing - Salesforce

Salesforce has launched Agentforce for Manufacturing, offering AI agents with prebuilt templates to optimize operations, enhance sales, and improve service in the manufacturing sector. This solution leverages industry-specific data to automate tasks, reduce administrative burdens, and improve efficiency. Companies like JPW Industries have already seen significant improvements in processing and case resolution times.

Product

Salesforce Introduces New Agentforce Payment Options - Salesforce

Salesforce has introduced new payment options for its Agentforce platform, offering three distinct billing models: pay-as-you-go, pre-commit, and pre-purchase. These options provide flexibility for businesses to choose a payment method that aligns with their needs, enhancing the adoption of agentic AI. The pay-as-you-go model is available immediately, while the pre-commit option is in limited release.

Product

Salesforce Announces Agentforce for Public Sector

Salesforce has launched Agentforce for Public Sector, an AI-driven solution enabling government agencies to deploy intelligent agents for tasks like benefits applications and code compliance. This tool aims to enhance efficiency and citizen engagement, as demonstrated by early adopters like the City of Kyle, Texas. Agentforce is available now, with additional features rolling out in October 2025.

M&A

Salesforce has signed an agreement to acquire Waii, an enterprise-grade natural language ...

Salesforce has signed an agreement to acquire Waii, a natural language-to-SQL platform, expected to close in Q3 FY26. Waii will be integrated into Salesforce's Data Cloud, enhancing Tableau's capabilities for AI-powered data exploration. This acquisition aligns with Salesforce's strategy to deliver advanced analytics and agentic workflows across its products.

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