Overview

Quickly integrate Salesforce with Along and never enter data manually again. All deal related information in an Alongspace will automatically be added to your Salesforce opportunity, so that your CRM stays the single source of truth.

Manage Along to Salesforce connection

Watch this video to integrate with Salesforce from your Along settings:

Simply go to your → Settings in your account. Click on → Integrations and then → Salesforce. From here you can connect your Salesforce account to Along by going through the step by step list.

⚠️ Important

One Salesforce account gets connected across your entire team in Along → Make sure the connected Salesforce account has access to all deals (e.g. an Admin)
Only admin members in your Along team can connect or disconnect the Salesforce integration Exception: When the Salesforce integration has connection issues, regular team members can also reconnect the integration
The integration to Salesforce allows you to connect an Alongspace to a Salesforce opportunity, which enables a smooth and seamless integration into your existing workflows
An Alongspace can only be connected to one Salesforce opportunity and vice versa. So every Salesforce opportunity can also only have one Alongspace
When reconnecting to Salesforce upon a new update, the Alongspaces and deals stay connected and you do not lose any data.
When disconnecting the Salesforce connection, no data will be synced anymore

Auto-sync contacts and companies

Read the full article.

With the enabled Salesforce integration, contacts and companies sync automatically to avoid the need for double data entry and to make sure Along smoothly integrates into your workflows.

Auto-creation of contacts

When a new buyer member is added to a space, either by invitation or by joining a space via email, this contact is auto-attached as a new contact or as an existing contact in the connected Salesforce opportunity.

If the email added to a space in Along does not already belong to a contact in Salesforce, the contact is automatically created and attached to the connected opportunity.

Syncing companies

The creation and editing of companies in Along or Salesforce update both ways. When a company gets created in Along, the domain and company name both sync with Salesforce and either create a new company or update an existing one. The same happens when the action is taken in Salesforce.

Setup Along card on opportunities

Positioning the Along insights card on your opportunity overview gives you real-time insights on the engagement and progress of a connected Alongspace.

Controlling an Alongspace from the card

You can navigate the Alongspace connection and the overall Salesforce integration with Along from the card.

The Alongspace can directly be opened from the visible link
The settings of the integration in Along can directly accessed from here

Creating an Alongspace from the card

When you do not have an Alongspace connected to an opportunity in Salesforce, you can create an Alongspace from the Along card. Simply click on ...

Connect a Salesforce opportunity with an Alongspace

A Salesforce opportunity can only be connected to an Alongspace when the Salesforce integration is enabled in the team settings. There are three ways to control the connection of an Alongspace with a Salesforce opportunity.

Space creation

You can connect a Salesforce integration when you create a space by simply activating the dropdown from the Salesforce field and selecting the deal.

Space detail sidebar

You can control which Salesforce opportunity is connected to the Alongspace from here. When a Salesforce opportunity is connected, you also get the most important insights on that deal from this overview regarding the close date, the deal amount $$ and the deal stage. You can directly access your connected Salesforce opportunity from this view as well.

Space list overview

You can control the Salesforce opportunity that are connected to the Alongspaces in your spaces list view. Simply click on the Salesforce icon to change the Salesforce opportunity that you want to connect.

Manage Along activities in a Salesforce opportunity

You can control which activities are automatically added in your connected Salesforce opportunities. The settings can be controlled from your → Salesforce settings page.

Activity settings

The settings for automatic activity tracking in your Salesforce opportunities are broken down into:

A new member is added to a space - When a new member is added to an Alongspace, the Salesforce opportunity records an activity
Updates in the action plan - An action is created, completed, a due date is set or a comment is given - all these events trigger an activity to automatically be created in the connected Salesforce opportunity
A new visit in a space from your buyers - When buyer members visit your Alongspace, an activity is recorded in your connected Salesforce opportunity
A space status changes - When the status of your Alongspace changes, an activity is recorded in your connected Salesforce opportunity

Along activities in Salesforce look like this

Setting up Alongspace insights in your pipeline

Add properties regarding your connected Alongspace on your opportunity card in your pipeline to optimise the way you manage your opportunities in Salesforce.

Manage Along properties in Salesforce

You can setup your deal and pipeline management in Salesforce to seamlessly show you various key information on the connected Alongspace, so that you can easily get relevant insights while closing deals and managing buyer relationships.

Along properties in Salesforce

Along Engagement This is the engagement score from your connected Alongspace made visible in Salesforce
Along Status This is the status of your connected Alongspace made visible in Salesforce
Along Progress This is the progress of completed actions in your connected Alongspace made visible in Salesforce
Along Visits This is the count of your buyer visits in your connected Alongspace made visible in Salesforce
Along Link This is the link to your connected Alongspace that you can directly access from within Salesforce