Salesforce overview

Overview

Conveyor integrates with Salesforce so you can automate visitors' access to your Trust Center, ingest questionnaires automatically, measure the business impact of security reviews and much, much more! Specifically, Conveyor's Salesforce integration has five benefit areas:

See revenue in Conveyor (via 🔧 OAuth Integration).
See customer activity in Salesforce (via 🔧 OAuth Integration).
Auto-approve Trust Center visitors or bypass their NDA (via 🔧 OAuth Integration).
Create new leads in Salesforce (via 🔧 OAuth Integration).
Take actions from Salesforce (via 📤 our Managed Package).

The majority of these benefits work by associating a "connection" in Conveyor (i.e., a customer or prospect) to an account in Salesforce, and then sending data about that connection/account from Conveyor to Salesforce or vice versa. Once the Salesforce OAuth integration is set up, Conveyor automatically makes this association between connections and accounts, but you can override those associations manually in some instances.

1. See revenue in Conveyor

Seeing revenue in Conveyor helps quantify the impact of your Trust efforts, while helping you prioritize certain tasks (like questionnaires) based on the revenue of a given customer or prospect.

These capabilities are relevant to both the Trust Center and to Questionnaire Automation.

Capability	Specific Benefit	To get started:
Visualize the business impact (ROI) of security on a chart in Conveyor	Quantify the impact of security for the business, justify resources and spend	See Setting up the Salesforce OAuth Integration
See the revenue associated with each questionnaire	Prioritize questionnaire efforts by business impact	See Setting up the Salesforce OAuth Integration

2\) By linking connections to Salesforce, Conveyor visualizes the business impact of your security efforts. — Visualize the business impact of your security efforts

7\) See the revenue associated with a questionnaire — See the revenue associated with a questionnaire

2. See customer activity in Salesforce

These capabilities are relevant to both the Trust Center and to Questionnaire Automation.

Capability	Benefit	To get started:
Send Trust Center Activities as "Events" in Salesforce	Give sellers insight into whether their prospects have taken actions in your Trust Center, directly in Salesforce	See Setting up the Salesforce OAuth Integration
Send Questionnaire Status Changes as "Events" in Salesforce	Give sellers insight into how far close a questionnaire is to being completed.	See Setting up the Salesforce OAuth Integration
Map a questionnaire in Conveyor to a custom Salesforce object	If you have a special object in Salesforce (such as a "case") to track questionnaire progress, you can establish that connection directly in Conveyor. Salesforce users will then see insights about that questionnaire directly on that Salesforce object.	See Setting up the Salesforce OAuth Integration

3. Auto-approve portal access and NDA bypass

This capability is only relevant to the Trust Center.

Capability	Benefit	To get started:
Automate the approval and/or NDA bypass for visitors to your Trust Center	Spend less time manually reviewing requests to access your Trust Center (and/or bypassing NDAs), and accelerate your prospects' security reviews	See Setting up the Salesforce OAuth Integration

3\) Access requests can be automatically approved (and NDAs bypassed) by integrating with Salesforce. — Automatically approve access requests and bypass the NDA

4. Create new leads for Trust Center visitors

This capability is only relevant to the Trust Center.

Capability	Benefit	To get started:
Create Leads in Salesforce when someone new is visiting your Trust Center	Capture leads and use your Trust Center as an opportunity-generator	See Setting up the Salesforce OAuth Integration

5. Take actions from Salesforce

These capabilities are relevant to both the Trust Center and to Questionnaire Automation. Because these actions live in Salesforce, they require that your Salesforce admin install Conveyor's Managed Package before they can be utilized.

Capability	Benefit	To get started:
Send questionnaires to Conveyor from Salesforce	Streamline workflows between Sales/Dealdesk/InfoSec teams when it comes to questionnaires and give sellers visibility into questionnaire status	See Installing our Salesforce Managed Package. Then see Uploading a questionnaire from Salesforce, Managed Package button
Issue invitations to your Trust Center directly from Salesforce	Enable sellers to share your security documentation in a controlled and repeatable manner	See Installing our Salesforce Managed Package. Then see Inviting from Salesforce, Managed Package button

8\) Upload questionnaires to Conveyor directly from Salesforce — Upload questionnaires to Conveyor directly from Salesforce

4\) You can enable sellers to invite prospects to Conveyor directly from Salesforce. — Invite Trust Center visitors directly from Salesforce