How to connect Seidat + Salesforce
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Update Seidat presentations with new updates to Salesforce opportunities
Update Seidat presentations with new updates to Salesforce opportunitiesPremium
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New Presentation
Triggers when a new presentation is created.
Try ItPresentation Title
If left empty, defaults to "New presentation".
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
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PresentationRequired
The presentation you want to duplicate. Choose one from the list or pass "Presentation ID" from a previous step.
Presentation Title
If left empty, defaults to "Original presentation title - copy".
Presentation Tags
Choose what to do with the presentation tags.
PresentationRequired
The presentation you want to update. Choose one from the list or pass "Presentation ID" from a previous step.
Number of ReplacementsRequired
The number of text pieces you want to replace.
Salesforce ObjectsRequired
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
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How Seidat + Salesforce Integrations Work
- Step 1: Authenticate Seidat and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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