Yoke uses OAuth2 and secure REST APIs to connect to SalesForce. Note that we can not connect to SalesForce Professional accounts.
You can track the following measures in your SalesForce account:
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.
You can query your Salesforce cards from Slack using slash commands.
The Yoke Auto-Bookmarks Extension turns the opportunities, leads and cases picked up by your Salesforce cards into bookmarks in Chrome.
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.
Check out our new guide on Getting Things Done with SalesForce.