Track SalesForce with Yoke

Yoke.io uses SalesForce APIs to report on key metrics such as the revenue expected to be closed this month.

About the integration

Yoke uses OAuth2 and secure REST APIs to connect to SalesForce. Note that we can not connect to SalesForce Professional accounts.

Card Types

You can track the following measures in your SalesForce account:

  • Opportunities in a view, showing the number, total amount or expected amount
  • Leads in a view
  • Cases in a view

SalesForce has several useful views by default, such as "opportunities closing this month", which can be picked from a drop-down box while adding Yoke cards.

Slack integration

You can query your Salesforce cards from Slack using slash commands.

Automatic bookmarks in Chrome

The Yoke Auto-Bookmarks Extension turns the opportunities, leads and cases picked up by your Salesforce cards into bookmarks in Chrome.

Tips for Yoke users

SalesForce is the leading CRM system and one of the first and most successful SaaS companies.

SalesForce supports views, a powerful way to access leads, opportunities, cases and more. You can define your own views to keep track of information that you care about in the CRM system.

Once you have the right set of views, you can use Yoke to keep track of them in one place.

  • Sales managers can track the expected amount to be closed this month/quarter and make sure that the sales team is on track.
  • Account executives can use Yoke as a constant reminder of the key accounts that they need to focus on.
  • Sales engineers can keep track of cases assigned to them and make sure that they are getting the right information to the account executives.
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