WaveFeedback
All ideas
ClosedEzequiel Corona · 1y ago

Salesforce

Integration with Salesforce. Be able to send minute meeting to a SF visit report.

2 comments

  1. Josh MohrerWave team1y ago

    I'm not super familiar with Salesforce but this seems doable. Is there a certain place it makes most sense for Wave summaries to land in Salesforce? If you could wave a magic wand and have this tomorrow, give me an idea of how youd like it to work?

  2. Ezequiel Corona1y ago

    in visit reports. Once the summary is done in wave, send it to SF, it opens and a new report appears with the summary in the meeting minutes field

  3. Response from the Wave team

    Josh Mohrer1mo ago

    Same ask as "Add CRM integrations" — merging this into that thread, which has the full answer: /p/add-crm-integrations. Votes carried over.