Salesforce Integration

Level up your Salesforce using the Ayehu automation and orchestration platform!

About the integration

  • Salesforce is the #1 cloud-based customer relationship management (CRM) platform in the world, helping more than 150,000 organizations increase employee productivity, improve team collaboration and build customer loyalty. Now you can level up your Salesforce using the Ayehu automation and orchestration platform to manage repetitive, manual processes automatically, without the need for human intervention.
  • Working as a force multiplier and virtual operator, Ayehu’s automation platform seamlessly integrates with the Salesforce CRM platform to create powerful, closed-loop automated processes. With pre-built workflow templates and plug-and-play runbooks designed to rapidly automate, you can free up your sales and marketing team to focus on higher-level projects, significantly reduce errors, and greatly improve service levels.​
  • How it Works:
  • The Ayehu platform connects seamlessly with Salesforce. Our agentless architecture allows the automatic execution of tasks over physical, virtual, and cloud environments, without any special installation or changes to Salesforce required. Additionally, you have the ability to pull new submitted records and updates, translate them into incidents and display them in the Ayehu dashboard. Records closed in the Salesforce console also automatically trigger incident closure in the Ayehu platform.
  • The following actions are available as out-of-the-box activities in Ayehu:
  • Create Record
  • Get Record
  • Update Record
  • Execute SQL

Sample Use Cases

Create conditional filters

Map and translate Salesforce properties into Ayehu variables and objects

Run workflows and perform bypass incident checks

Execute Salesforce activities, including record creation, retrieval and closure, as well as SQOL queries

Troubleshoot and perform
 recovery workflows

Schedule your personalized demo

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