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Salesforce is a software platform that provides a variety of business solutions and is best known for its customer relationship management (CRM) and sales automation capabilities. To learn more about the features of Salesforce, visit https://www.salesforce.com/products/what-is-salesforce.

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Integration overview

Leveraging the Salesforce integration requires that Ruddr’s Pipeline feature is enabled. The Salesforce integration allows you to easily import Companies, Contacts, Opportunities, and Activities into Ruddr from Salesforce.

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Key integration benefits

The Salesforce integration allows companies to seamlessly connect their CRM and professional services platforms. Below is an overview of the main features of the Salesforce integration.

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Give your delivery team visibility into your pipeline

Ruddr’s Pipeline feature is designed to offer your workspace members insight into sales opportunities and sales-related forecast information. By leveraging the Salesforce integration, you can make that information available to delivery and operations personnel without the need to provision additional Salesforce licenses.

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Sync companies, contacts, and opportunities from Salesforce to Ruddr

You can easily sync companies, contacts, and opportunities to Ruddr. Note that this sync process is always unidirectional from Salesforce to Ruddr. The process can be setup to automatically run on a frequency determined by you. Manual synchronization can be run as needed. Pipeline data that originates in Salesforce will be read-only in Ruddr, ensuring that your sales team’s efforts to manage this data in the source system are not affected by the interaction with this data from within Ruddr.

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Convert Salesforce opportunities into Ruddr projects

Any opportunities synced from Salesforce will be available in Ruddr’s Pipeline area. Ruddr projects can be created from these opportunities.

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Setting up the integration

For step-by-step instructions on setting up the Salesforce integration, see the Salesforce Integration Setup article. For more information, see the Pipeline section of the Ruddr help center.