Connecting Salesforce (coming soon)
Salesforce support is ready in Stoloros and will open as soon as the Salesforce app is approved. Today the Salesforce card shows as coming soon.
Stoloros can read Salesforce the same way it reads Brevo and HubSpot. The connection is not open yet: in the app, the Salesforce card shows Salesforce — coming soon.
Status
- Today: the Salesforce card appears in the Connect your CRM card of the Manager area and at the CRM step of the setup wizard, with the words Salesforce — coming soon. There is no button to connect it yet.
- Coming: a Connect Salesforce button. You will sign in to Salesforce and approve read-only access. Stoloros will then read opportunities (created, stage moved, closed won), tasks and calls (task subtype Call), events (meetings), and turn them into points for the matching team members (same email address).
- Nothing is counted before the connection: the first read only takes a snapshot of your Salesforce data, so past activity does not earn points.
- Meanwhile: you can connect Brevo, or choose Other CRM or Skip for now to try Stoloros with demo data. Demo data is removed as soon as a CRM or a project tool is connected.