Accounts, cases, opportunities – all sitting in Salesforce while your team works blind. Connect it and that data becomes searchable, in sync, no exports needed.

Features

• Bidirectional sync Cases and tickets stay in sync between Salesforce and Computer – changes in one reflect in the other. Your team works where they want without losing data.
• Full account and contact import Accounts, users, and cases come in on the first sync. Everything your team needs to understand a customer is already there.
• Knowledge base import Salesforce Knowledge articles sync into Computer alongside your tickets and cases. Support context and documentation, all in one place.

 

Use Cases

• Account Executive Gain a comprehensive overview of any account prior to a meeting. Access Salesforce history, contacts, and cases directly within Computer to maintain focus without switching applications.
• Support lead Monitor a specific case through both Salesforce and Computer seamlessly, with automated synchronization ensuring updates in one platform are instantly reflected in the other.
• Ops manager Migrating from Salesforce to Computer. Runs a one-time import to bring all historical data across cleanly.

 

What Computer can help with

• "What's the latest activity on our top open opportunities?"
• "Show me all cases escalated this month."
• "Which accounts haven't had any activity in the last 90 days?"

 

Access

Your admin connects it. Nothing for you to do. Your workspace admin connects this one. Once it's set up, data flows for the whole team - but you'll only see what you'd normally have access to. If you don't see this in your settings, ask your workspace admin to enable it.