Build project management apps that integrate with Salesforce
Create internal tools for customer onboarding, implementation tracking, task approvals, delivery dashboards, and CRM-driven project workflows on top of Salesforce data.
Keep project work connected to the customer record
Most project management tools that integrate with Salesforce still split context across CRM fields, spreadsheets, task boards, and service handoff notes. UI Bakery lets teams build one focused internal app around the exact Salesforce objects and workflows they already use.
Use Salesforce as the source of truth
✓Sync accounts, opportunities, contacts, cases, and custom Salesforce objects.
✓Create dashboards for onboarding health, project blockers, and delivery milestones.
✓Let teams update CRM data, approve requests, and trigger workflows from one app.
✓Connect Salesforce with databases, APIs, and tools like Asana, Slack, Jira, and HubSpot.
Common use cases
Salesforce project apps you can build
Customer onboarding hubTurn closed-won opportunities into implementation checklists, owners, due dates, and launch readiness views.
Delivery dashboardTrack project status by account, ARR, stage, region, or customer segment without exporting Salesforce data.
Approval workflowsRoute discount exceptions, handoff notes, onboarding changes, and escalation requests to the right internal owners.
Asana or Jira workspaceConnect tasks and issues with Salesforce accounts so sales and delivery teams see the same customer context.
How it works
From Salesforce data to a working internal app
Use UI Bakery to integrate Salesforce data with the systems your project teams rely on, then ship a secure operational app without building everything from scratch.
1Connect Salesforce with OAuth and choose the objects your app needs.
2Design tables, dashboards, forms, and approval screens for your workflow.
3Add permissions, validation, automations, and integrations with APIs or databases.
4Share the app with internal users and keep every update connected to Salesforce.
Integrate Salesforce with the tools around delivery
Combine Salesforce with Asana, Slack, Jira, HubSpot, QuickBooks, NetSuite, DocuSign, Outlook, Mailchimp, SAP, or internal databases when a standard connector is not enough.
Start building
Build your Salesforce-connected project management app
Connect Salesforce, model the workflow, and launch an internal app for project tracking, approvals, and customer operations.
