Checkbox now has an out-of-the-box integration with Salesforce. This means that your end users will no longer need to re-enter data into Checkbox when kicking off assessments.
Checkbox’s Salesforce integration allows you to:
- Automate the retrieval of data from Salesforce for usage in your Checkbox apps.
- Automate the updating of Salesforce records based on workflows in your Checkbox apps.
This allows you to create a seamless experience for your end users, where they can start an assessment with pre-populated Salesforce data or progress a Checkbox assessment and have their activity automatically updated in Salesforce.
Checkbox’s Salesforce integration supports both standard and custom Salesforce objects. Our approach is to be "object agnostic", allowing authors to easily create workflows around the objects they use (which may be unique to their Salesforce environment). In this vein, all the functions are built around records that the user assigns to an object.
For more information, see the Salesforce Integration documentation.