SalesForce

This lesson demonstrates the Salesforce connector available to SpreadsheetWeb Legacy applications. The connector allows information entered or calculated in an application to be sent to Salesforce, helping a spreadsheet-based tool participate in an established CRM process. The video introduces the connector setup and shows how SpreadsheetWeb application values relate to the destination data in Salesforce.

Use the integration when an application collects a lead, prepares a quote, calculates a result, or captures another event that should be available to sales or service teams. Plan the integration by identifying the Salesforce object and fields you need, matching each value to a SpreadsheetWeb input or output, and confirming the permissions of the connected account. Test with a nonproduction Salesforce record and representative application values. Verify field types, required values, and duplicate behavior before exposing the connector action to end users.