Salesforce Integration

Connect your risk and sales processes

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Salesforce is a popular customer relationship management platform that includes a complementary suite of tools designed to facilitate customer service, marketing automation, analytics, and application development.

How It Works

This integration between Risk Cloud and Salesforce forms a powerful connection between your risk program and your sales process. Easily create records in Risk Cloud based on a record moving to a specific stage in Salesforce. The information from a Salesforce record is then automatically populated on the record in Risk Cloud, including attachments from Salesforce.

This integration eases the manual efforts of creating records and kicking off procurement workflows because you can align your compliance efforts to sales cycles. This integration can even be customized to help you identify high-risk customers and vendors that need to be added to your risk processes. 

Use Cases

  • Contract and Procurement Management
  • Enterprise Risk Management 
  • Third-Party Risk Management

Requirements: Salesforce environment

Why You Need It

  • Build better communication and trust with sales teams by aligning on processes and automating tasks 
  • Manage new customers more efficiently with the ability to kick off your risk process as prospects move through the sales process
  • Create more visibility into your processes across business units 
  • Streamline with the most frequently used platforms in your organization 

Publisher: LogicGate

Date Added: 03/17/2021

Type: Integrations


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