Salesforce Integration for Miro: 2 Way Data Sync
The Salesforce integration for Miro integrates a real time, 2 way data sync between Salesforce and Miro. This video will show you how to import Salesforce opportunities, accounts, and contacts directly from your Salesforce instance. Once you’ve imported your Salesforce Objects within Miro, you can then edit, update, and collaborate on Salesforce Objects directly in Miro without leaving your Miro board. All updates you make in Miro will be updated in Salesforce in real time. At the end of the video, you will learn a bit more about enhancements which will be made to the app in the future, such as more filtering capabilities.
Learn from Horea Porutiu, Senior Developer Advocate at Miro and Peter Marquez, Chief Customer Officer at ServiceRocket, about the full functionality of the Salesforce for Miro app and the value it brings to Sales teams working in Miro.
Install the app from the Miro Marketplace:
https://miro.com/marketplace/salesfor...
Need support or have feedback? Share it here:
https://servicerocket-apps.atlassian....
ServiceRocket is a Miro Marketplace Partner and a technology solutions partner trusted by thousands of organizations.
00:00 - Intro
00:22 - Why Salesforce Integration for Miro
00:48 - Salesforce for Miro app intro
01:09 - Salesforce for Miro app Import Opportunities
02:00 - Edit Salesforce Opportunities in Miro
03:10 - Import Accounts from Salesforce URL into Miro
03:30 - Demo wrap up
04:01 - Closing remarks for integration
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