integrations / 
Salesforce

Salesforce

 + Trustpage

Connect your Salesforce instance to push Trust Center activity to contact records.

Overview

Update Salesforce Contacts with tasks when users request access to resources, and create tasks when users view security-related resources.

Events and actions

Our Salesforce integration enables you to sync contact and activity data from your Trust Center, including:

  • Create new contacts in Salesforce: Automatically migrate Trust Center users to Salesforce and create new Contacts if none are found.
  • Create Task for Review Request: Automatically update Salesforce Contacts with a Task when a user requests a review.
  • Create Task for Resource Request: Automatically update Salesforce Contacts with a Task when a user requests access to a resource.
  • Create Task to Follow Up on Resource View: Automatically update Salesforce Contacts with a Task when a user views a resource.
  • Create Note for Resource Views: Automatically add a note to Salesforce Contact each time a user views a resource that was shared with them.

Our salesforce integration enables your team to take action in your Trust Center from within your Salesforce instance, including:

  • Approving or denying review requests.
  • Approving or denying resource access requests.

Documentation

To get step-by-step instructions for setting up a Salesforce integration in your Trust Center, visit our Help Center.

Best-in-class Trust Operations, all in one platform.

Be up-and-running in minutes, not months.
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Enterprise-grade security