Connect the right source
Authorize Salesforce access for the relevant organization. Required fields and record permissions must be available to the connected account.
RunVoya + Salesforce
Move customer enquiries forward with Salesforce context
Use Salesforce customer context to prepare contact updates and supported sales-record actions.
- Keep customer details with the request
- Prepare contact and supported deal actions
- Approve changes before they reach your CRM
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RunVoya is workingSalesforce contact workflowDemo- New sales inquirySarah at Acme wants to learn more Received Step 1 in this example.
- Customer details preparedSarah · Acme · email address Draft ready Step 2 in this example.
- You approve the actionReview the details before anything is sent or created Approved Step 3 in this example.
- Contact created in SalesforceThe approved details are saved to the CRM Created Step 4 in this example.
Sarah · Acme
Salesforce contact created after your approval
Keep the decision with you
Review the proposed details before anything is sent, published, or created. You choose when the prepared action is ready to go.
Know the supported scope
Supported records and operations depend on Salesforce permissions. Do not assume that every custom object or workflow is automated.
Put it into practice
Example: qualify an enquiry with Salesforce context
A prospect asks for an introductory call. Review the existing relationship, prepare the reply, and include a supported CRM action only when the information is ready.
Use supported CRM records
Salesforce imports can provide accounts, contacts, opportunities, owners, and activities. The available context depends on the connected account’s access and the supported record scope.
Check required fields
Review contact details before approving a supported contact action. For a new opportunity, check the required sales fields and stage. Organization rules and field permissions can prevent a write; a prepared action is not evidence that Salesforce accepted it.
Keep the customer reply moving
CRM work is optional in supported customer workflows. Check the CRM action outcome independently from the reply or meeting. This integration does not promise all-object synchronization, custom-object automation, or an unrestricted Salesforce administration agent.
Before you connect
A few useful details.
What do I need to connect Salesforce?
Authorize Salesforce access for the relevant organization. Required fields and record permissions must be available to the connected account.
Does RunVoya act in Salesforce without review?
Review the proposed details before anything is sent, published, or created. You choose when the prepared action is ready to go.
What should I know about this Salesforce workflow?
Supported records and operations depend on Salesforce permissions. Do not assume that every custom object or workflow is automated.