Salesforce

CompanyDNA integrates with Salesforce to provide seamless access to crucial business data for enhanced productivity and insights generation.

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Why Integrate Salesforce with CompanyDNA?

Integrating the Salesforce application with CompanyDNA offers users a comprehensive solution to optimize their customer relationship management and sales operations by leveraging the read scopes for products, customers, orders, discounts, inventory, and payments. This integration enables CompanyDNA to access and analyze detailed data from Salesforce, transforming it into actionable insights that streamline and enhance sales workflows. Users can benefit from a unified view of their Salesforce data, ensuring efficient management of product catalogs, customer information, order processing, discount strategies, inventory levels, and payment tracking. With CompanyDNA's AI-driven indexing, users can gain deeper insights into their sales patterns, customer behaviors, and inventory management, facilitating better decision-making, targeted sales strategies, and improved operational efficiency. Ultimately, integrating Salesforce with CompanyDNA ensures that users can maximize the potential of their Salesforce data, leading to organized workflows, optimized sales processes, and more effective customer relationship management.

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‍Access and Permissions‍

When you authorize CompanyDNA to connect with your Salesforce account, it gains specific access to essential data scopes:
Products: Access information about products offered by your company.
Customers: View customer data including contact information, preferences, and purchase history.
Orders: Retrieve details about orders, including order status, quantities, and dates.
Discounts:Access information about discounts applied to orders or products.
Inventory:View inventory levels and availability of products.
Payments:Retrieve payment information related to orders and transactions.

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‍Why Do We Need This Access?‍

The permissions requested are vital for CompanyDNA to provide a comprehensive and integrated experience with Salesforce. Access to these data scopes enables efficient analysis, reporting, and insights generation for improved business decision-making and customer management.

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‍Your Control and Privacy

Your privacy and control over your data are crucial. You have the authority to manage and revoke these permissions at any time through your Salesforce account settings. Data obtained by companies from third-party applications is stored on their own AWS S3 storage. CompanyDNA AI has no direct connection with this data. At CompanyDNA, we prioritize the security and privacy of user data above all else. Permissions for accessing applications like Salesforce are managed securely via OAuth, ensuring that user consent is explicitly obtained and respected. CompanyDNA AI acts as a framework between data and artificial intelligence models.CompanyDNA strictly adheres to Salesforce' guidelines and data protection policies to ensure the security and privacy of your information.

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‍Getting Started

To integrate your Salesforce account with CompanyDNA for data access:
Log in to your CompanyDNA dashboard.
Navigate to the 'Integrations' section.
Select Salesforce and follow the prompts to authorize access to the specified data scopes.
Set permissions and preferences for data access as per your requirements.
When you are disconnected, your sessions in both CompanyDNA Dashboard and Salesforce will be terminated.

For any questions or assistance with Salesforce integration, contact our support team at hello@companydna.ai.