Salesforce for Miro
Bring the power of Salesforce directly into your Miro boards with Salesforce for Miro. The seamless integration and dynamic combination of Salesforce and Miro's visual collaboration will streamline your workflow, foster better team collaboration, and accelerate decision-making.
🚀 Unlock premium experience and support with our new pricing plans! Find out more here.
Key Features
- Import Salesforce Objects as App Cards
- Update SFDC records directly on Miro
- Bi-directional real time sync
- Convert Salesforce Object URL to Miro App Card
- 🆕 Support for Lead Object: import and manage Salesforce Lead objects directly with app cards.
- 🔜 Customizable App Card Fields: Gain more control over your Salesforce data presentation by selecting which object fields to display on the app cards in Miro.
- 🔜 Account mapping: Enhance your account mapping process and ensure the account stays up-to-date on Salesforce.
How to connect
- Install the Salesforce for Miro from directly on the board or via the Miro Marketplace
- Open the Salesforce for Miro app in the toolbar on the left.
- Log in to your Salesforce account directly within Miro.
- Authorize the app to securely access your Salesforce data.
- Start visualizing, updating, and collaborating on Salesforce records within Miro effortlessly.
Helpful links
Find out more
App Documentation
Security Statement
Terms of use
Privacy Policy
GDPR
Categories
Free and paidFeaturedFacilitationStrategy & planningPricing
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Permissions
- Read and modify boards users have access to
- Read profile information for current user
About the developer
ServiceRocket Inc
United States
ServiceRocket is trusted by thousands of enterprises, helping them get the most out of their software and transforming the way they do business. Headquartered in Palo Alto with offices around the world, our products and services help clients accelerate alignment, reduce friction and connect with their teams, partners and customers. #wevegotyourback
