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