Let’s get right into it. Today’s Changelog eschews a bunch of small features for one big one: Salesforce.
Our brand new Salesforce integration has three big pieces: inbound sync, outbound sync, and embedded Variance. But, of course, it’s the last one we’re most excited about, so let’s start with that.
These features are all live in production but still gated. If you’d like access, just let us know.
You can now get all of Variance right inside Salesforce.
What’s happening in the background is a few really neat things. First, we’re syncing your data from Salesforce with Variance to link the accounts together. Then we’re calling Variance from inside Salesforce to show you that data right inside an account or contact tab. Finally, we’re allowing you to automatically add users to your Variance account who need access to this data in Salesforce. So it’s all totally seamless.
The other big part of this integration is the bi-directional sync. As mentioned above, we sync your Variance accounts and contacts with their Salesforce counterparts and also allow you to sync any of your property data back to Salesforce.
Just like our Hubspot sync, the process couldn't be simpler in Variance. It's just one toggle:
That’s it. You can set up Salesforce Sync on any Contact or Account property (as long as you’re Admin+ permissions). The way the sync works is that once we have synced that contact or account we will immediately push any updates to that property as they happen. If you want to sync your Milestones, you’ll just need to find their properties (each Milestone has four: completion %, started at, ended at, updated at) and just flip the toggle.
As I said at the top, all this is live and available for you now. If you are interested in using our Salesforce bi-directional sync or embedded version, just reach out and we’ll ungate it for you. We are slowly rolling it out to all accounts, but happy to have eager customers hop on now. Also, if you’re interested in more info about how it works or configuration details, you can find them in our docs as always.
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