Salesforce
Extensions
Build
Features
into
Salesforce
Ply lets you extend
Salesforce
with
your
own
functionality,
based
on
your
processes,
data,
and
AI.
Streamline
team
and
customer
workflows
in
a
whole
new
way.
No
code
required.
Salesforce
Extensions
Build
Features
into
Salesforce
Ply lets you extend
Salesforce
with
your
own
functionality,
based
on
your
processes,
data,
and
AI.
Streamline
team
and
customer
workflows
in
a
whole
new
way.
No
code
required.
Salesforce
Extensions
Build
Features
into
Salesforce
Ply lets you extend
Salesforce
with
your
own
functionality,
based
on
your
processes,
data,
and
AI.
Streamline
team
and
customer
workflows
in
a
whole
new
way.
No
code
required.
Trusted by operationally outstanding companies
Trusted by operationally outstanding companies
Trusted by operationally outstanding companies
Extend
Extend
Extend
Salesforce
Salesforce
Salesforce
with
with
with
your
your
your
own
own
own
features
features
features
Build for your team
Add
features
into
Salesforce
Add buttons and interfaces that power custom playbooks based on your tech stack and business logic.
Add
Salesforce
features
into
other
apps
Create
Salesforce
command
bar
features
New business
Add
Build for your team
Add
features
into
Salesforce
Add buttons and interfaces that power custom playbooks based on your tech stack and business logic.
Add
Salesforce
features
into
other
apps
Create
Salesforce
command
bar
features
New business
Add
Build for your team
Add
features
into
Salesforce
Add buttons and interfaces that power custom playbooks based on your tech stack and business logic.
Add
Salesforce
features
into
other
apps
Create
Salesforce
command
bar
features
New business
Add
Hey there [name],
Here's
data
from
Salesforce
:
Build for your customers
Bring
Salesforce
data
into
customer
experiences
Display live output dynamically WHILE customers use forms
Route
based
on
Salesforce
data
Update
Salesforce
based
on
outcomes
Hey there [name],
Here's
data
from
Salesforce
:
Build for your customers
Bring
Salesforce
data
into
customer
experiences
Display live output dynamically WHILE customers use forms
Route
based
on
Salesforce
data
Update
Salesforce
based
on
outcomes
Hey there [name],
Here's
data
from
Salesforce
:
Build for your customers
Bring
Salesforce
data
into
customer
experiences
Display live output dynamically WHILE customers use forms
Route
based
on
Salesforce
data
Update
Salesforce
based
on
outcomes
77% of our customers say
"Ply is our top tool for building AI solutions"
77% of our customers say
"Ply is our top tool for building AI solutions"
77% of our customers say
"Ply is our top tool for building AI solutions"
Salesforce
Salesforce
integration details
integration details
About
Salesforce
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, customer service, marketing, and more. It offers tools for lead management, sales forecasting, customer support, and analytics.
Contexts and elements
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data
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you're
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a
in
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data
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a
in
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data
from
you're
on
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a
in
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data
from
you're
on
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a
in
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data
from
you're
on
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a
in
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data
from
you're
on
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a
in
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data
from
you're
on
Add
a
in
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data
from
you're
on
Add
a
in
Get
data
from
you're
on
Contexts and elements
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Contexts and elements
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Add
a
in
Get
data
from
you're
on
Actions
All actions
Live search
Table actions
Item actions
Actions
All actions
Live search
Table actions
Item actions
Actions
All actions
Live search
Table actions
Item actions
Advanced team management capabilities
Per user connection
Configure
Salesforce
actions
to
use
the
current
users's
credentials
to
perform
actions
using
their
own
account.
Synced groups
Sync
your
Salesforce
permissions
structure
as
groups
into
Ply
and
set
sharing
on
autopilot.
User matching
Map
the
current
user
in
Ply
to
Salesforce
actions
with
cross-app
ID
matching.
Advanced team management capabilities
Per user connection
Configure
Salesforce
actions
to
use
the
current
users's
credentials
to
perform
actions
using
their
own
account.
Synced groups
Sync
your
Salesforce
permissions
structure
as
groups
into
Ply
and
set
sharing
on
autopilot.
User matching
Map
the
current
user
in
Ply
to
Salesforce
actions
with
cross-app
ID
matching.
Advanced team management capabilities
Per user connection
Configure
Salesforce
actions
to
use
the
current
users's
credentials
to
perform
actions
using
their
own
account.
Synced groups
Sync
your
Salesforce
permissions
structure
as
groups
into
Ply
and
set
sharing
on
autopilot.
User matching
Map
the
current
user
in
Ply
to
Salesforce
actions
with
cross-app
ID
matching.
Missing something? Request it.
Integrations
Integrations
Integrations
Explore other integrations
Explore other integrations
Explore other integrations
Build features for
Salesforce
“The best thing you can do for your company right now is clear out your schedule and spend a few days building with Ply”
Rom Hirsh, Director of Operations, Optimove.
