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.
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.
Requirements: Salesforce environment