Salesforce
Supercharge your customer operations and support pipelines by connecting Salesforce with LumApps—instantly surface CRM workflows, log customer cases, and track pipeline metrics natively within your digital workspace.
About Salesforce
Salesforce is the global leader in Customer Relationship Management (CRM), empowering companies of every size and industry to connect with their customers in a whole new way through cloud-based sales, service, marketing, and analytics applications. By unifying client data onto a single platform, Salesforce drives organizational alignment, automates complex workflows, and accelerates global business growth.
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Direct CRM workspace embedding: Eliminate application boundaries with a reactive widget engine that allows authorized users to view live Salesforce data and log customer cases without opening the core CRM interface.
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Pre-built and fully monitored API provider: Secure your technical pipeline with an out-of-the-box API provider that is fully monitored and supported by LumApps against Salesforce platform API version updates.
About Salesforce Integration
The integration between Salesforce and LumApps operates across multiple key pillars:
Core CRM & Support Widgets
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Salesforce Cases Form Widget: Enable any employee to capture and submit client inquiries or feedback into Salesforce using secure email connectivity.
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Administrative Form Control: Empower workspace administrators to design standardized entry fields and restrict maximum letter counts to optimize ticket routing.
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Consolidated Queue Visualization: Render real-time Salesforce Case listings or aggregated ticket counts natively within specialized support portals.
Advanced No-Code Micro-Apps & Developer Tools
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Pre-Built Salesforce API Provider: Accelerate backend engineering timelines by leveraging the LumApps Companion add-on to build custom workflows inside the no-code micro-app studio.
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Proactive API Maintenance: Ensure continuous operational uptime with an automated monitoring loop where LumApps manages endpoint updates and refines customer micro-apps whenever Salesforce changes its API parameters.

