Overview

Salesforce for Miro helps you visualize, plan, and manage Salesforce objects as Salesforce Cards in Miro, enabling seamless team collaboration.

Challenges

Users often face challenges such as difficulty visualizing Salesforce data in a collaborative environment, which hinders effective teamwork. Limited integration between project planning tools and CRM systems further complicates their workflow, making it essential to find solutions that facilitate efficient multi-platform team collaboration.

Benefits

• Real-time updates and synchronization between Salesforce and Miro

• Streamlined data visualization and management

• Enhanced team collaboration by integrating Salesforce data into Miro boards

Key features

• Import Salesforce objects as Salesforce Cards

• Update records directly on Miro

• Automatic data sync

• Pasting Salesforce object URL

• Customizing Salesforce Card fields

• Bulk importing Salesforce records

Use cases

• Project management: Visualizing and managing Salesforce data for project planning and tracking

• Sales enablement: Collaborating on sales account planning and strategy sessions

• Marketing review: Efficiently importing large datasets from Salesforce for analysis and review