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Salesforce

Enterprise CRM platform for sales, service, and marketing.

What Your Workers Can Do

Workers can access your Salesforce CRM to manage leads, track opportunities, update accounts, coordinate with your sales team, and generate reports—the backbone of enterprise sales operations. Popular use cases:
  • Search and update lead information
  • Track opportunity pipeline
  • Manage account relationships
  • Update deal stages and close dates
  • Generate sales forecasts
  • Coordinate customer success activities

Authentication

Type: OAuth 2.0 Sign in with your Salesforce account—Spinnable receives a secure access token.

Example Workflows

Lead qualification
Opportunity tracking
Weekly forecast