Salesforce
integration.

Sync visitor and employee data, managing capacity with Work.com Command Center. Create leads, add activities to your Salesforce with Sign In Enterprise integrations.

Preview of integration with salesforce

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Make the most
of your visitor data.

Map your visitor data to any field in your Salesforce CRM. Define what data to capture in the sign-in experience and directly update information in Salesforce.

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Field mapping.

Define what data to capture in the sign-in process and
map it to your Salesforce fields - creating leads, adding activities or actions.

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Data enrichment.

Configure integration to update, insert or upsert information in Salesforce, customizing for your own use cases or events.

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Visitor analytics.

Integrate event attendee, customer, prospect or partner data into Salesforce reporting, gaining deeper insights into on-site and event interactions.

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Multiple configurations.

Choose between a One-Step Experience Editor set up for simple use cases or leverage a Custom Field Mapping configuration for advanced scenarios.

Levels of integration.

illustration user interface on salesforce
Visitor and Employee Management for Work.com – Manage site capacity, centralize visit data and analyze violations in Work.com Command Center.

illustration showing information flowing from Sign In Enterprise system to salesforce
Advanced Integration – The most advanced Salesforce integration for a VMS. You can match any visitor data to your Salesforce org with the customizable Salesforce field mapping.

illustration - Sign In Enterprise data and salesforce same data
Native Integration – Automatically create leads or add activities to contacts. No customization required.

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Sign In Enterprise
for Work.com

Here’s how Sign In Enterprise extends Work.com Command Center.

questionnaire on a phone on the left and same fields on the right on salesforce

Invitation and screening

  • Screen employees and visitors prior to them arriving on site.
  • View visitor records in Salesforce Command Center.

Customized location set up

  • Set up capacity limits for each office location.
  • Understand how many people are currently on-site.

Sign In Enterprise location screen on the left and Salesforce's equivalent on the right

illustration showing field mapping between Sign In Enterprise and Salesforce

Single system of record

  • Have a central system for tracking all visits.
  • Understand when people are coming in and out of sites.

Site capacity management

  • Establish capacity limits.
  • Analyze sign-in data and manage phased arrivals.

List of location with capacity management information in Salesforce

List of current employees on site on Salesfoce

Know exactly who is on site

  • Have a track record of every on-site visitor and employee.
  • Track who was at the same location at a specific time.

Capacity violations tracking

  • Identify and prevent capacity violations.
  • Understand capacity trends across locations.

List of violations on current period on Salesfoce

Deep customization.

Sign In Enterprise’s Salesforce integration provides unmatched functionality, including sophisticated field mapping, actionable analytics, and the flexibility to handle any use case.

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Instantly connect.

Set up your Salesforce connection from right inside the Sign In Enterprise integrations tab and activate the Salesforce module, granting permission to complete the integration.

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Set up Salesforce actions.

Choose which operations to do, what fields to use to find a record, which fields to update, and which actions to set up to fit your unique use case.

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Set up permissions.

Ensure only the right users have access to edit experiences and make updates to field mapping actions with flexible permission bundles.

Integration
benefits.

  • Increase productivity.Eliminate manual data loads from your events or site visits. Make information instantly available and actionable by your sales and marketing teams.
  • Leverage your data.Create a 360 degree view of your prospects, customers and partners, consolidating their events and on-site interactions with digital and sales-team-driven activities.

See it in action.

Talk to us about your unique challenges and show you how the Sign In Enterprise Salesforce integration can improve your visitor management initiatives.

Book a Demo

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