Build an internal tool with Salesforce connection

Connect Salesforce to your internal tool created in UI Bakery. Pull in your Accounts, Cases, Opportunities from Salesforce, visualize the needed data in UI Bakery. Provide your sales, service, IT teams with an easy-to-use internal tool to track sales activities. Use Salesforce Object Query Language (SOQL) to find specific information in your Salesforce data.

Check the Docs

Connect your Salesforce data

Operations we support for Salesforce

Manipulate your data

Read and write Salesforce data. Visualize, view, edit, or delete the unnecessary data.

Modify datasets

Insert, update, remove datasets. Format text and numbers in the Salesforce datasets.

Manage user access

Define who can view and edit your data. Limit access according to the permissions you set.

Run SOQL queries

Analyze data using custom SOQL queries. Combine multiple datasets in one query.

What you can build with UI Bakery

Explore the UI Bakery functionality to create a solution for your case on top of your database. Build an admin panel, a customer support app, an inventory management tool, or a data visualization app. Glue UI components, data sources, external APIs, third-party services together in one app.

Check our templates ↗

Frequently Asked Questions

What is Salesforce integration in UI Bakery?

Salesforce integration in UI Bakery allows you to connect your applications with Salesforce, a leading customer relationship management (CRM) platform. With this integration, you can access Salesforce data, create and update records, and automate CRM-related tasks directly from your UI Bakery application.

Can I retrieve and display Salesforce data within UI Bakery applications?

Yes, UI Bakery enables you to retrieve and display Salesforce data within your applications. You can query Salesforce objects and records, retrieve data based on specific criteria, and display the results within your UI Bakery application. This integration facilitates seamless interaction with Salesforce data, enhancing your CRM capabilities within the UI Bakery platform.

Can I create and update Salesforce records using UI Bakery's Salesforce integration?

Certainly, UI Bakery's Salesforce integration allows you to create and update Salesforce records. You can create new leads, opportunities, cases, and other records within Salesforce directly from your UI Bakery application. Additionally, you can update existing records, ensuring that your CRM data is always up-to-date and synchronized between UI Bakery and Salesforce.

Is Salesforce integration suitable for automating sales processes and lead management?

Absolutely, Salesforce integration in UI Bakery is suitable for automating sales processes and lead management. You can automate sales workflows, lead assignment, follow-up tasks, and other sales-related activities within your UI Bakery application. This integration streamlines sales processes, enhances lead management, and improves overall sales team productivity.

How does UI Bakery handle data synchronization and consistency with Salesforce integration?

UI Bakery handles data synchronization and consistency with Salesforce integration by utilizing Salesforce APIs and webhooks. UI Bakery ensures real-time data synchronization by listening to Salesforce events through webhooks and updating UI Bakery application data accordingly. This approach ensures that data changes made in Salesforce are reflected immediately within your UI Bakery application, maintaining data consistency across both platforms.