VerdictFlow
auth:signUp
Back to Integrations

Salesforce Integration

Seamlessly sync your cases, contacts, and workflows between VerdictFlow and Salesforce CRM for enhanced case management and client relationships.

Key Features

Bi-directional case synchronization
Custom object mapping
Automated lead routing
Real-time field updates
Document synchronization
Custom report integration
Workflow automation
Advanced security controls

Getting Started

1

Connect Salesforce

Authenticate with your Salesforce admin credentials

2

Map Your Data

Configure field mappings and object relationships

3

Enable Sync

Start automatic synchronization between systems

What Gets Synced

From VerdictFlow to Salesforce

  • Case details and status
  • Client information
  • Document metadata
  • Task assignments

From Salesforce to VerdictFlow

  • Contact updates
  • Lead information
  • Custom object data
  • Activity history

Frequently Asked Questions

Which Salesforce editions are supported?

VerdictFlow integrates with Professional, Enterprise, and Unlimited editions of Salesforce. Some features may require specific Salesforce editions.

How secure is the integration?

Our integration uses Salesforce's secure OAuth 2.0 protocol and maintains all Salesforce security settings. Data is encrypted in transit and at rest.

Can I customize field mappings?

Yes, VerdictFlow provides flexible field mapping options. You can map standard and custom Salesforce fields to VerdictFlow data fields during setup.