We are implementing Front and all very new to the system. Does anyone have additional information on the Salesforce integration? We currently use the Salesforce plugin as well as Calendly for meetings and want to ensure events and emails flow through correctly to Salesforce. Thanks!
Question
Front Salesforce Integration
+3Hi there! The Salesforce plugin allows you to create, view, and edit Salesforce records directly from Front, and trigger automated actions with rules in Salesforce. You can interact with standard Salesforce objects including Contacts, Leads, Accounts, Opportunities, Tasks, Activities, and Cases as well as custom objects linked to any of these standard objects. I’ve included a bit more info about Salesforce and Front here! https://help.front.com/en/categories/329-salesforce
If you have additional workflow questions, I recommend reaching out to our Support Team directly to assist!
Thank you! Do you happen to know if Events can be created from Front?
+3Thanks for your patience here! I asked our Product Team and they let me know the following:
Front doesn’t currently support creating Salesforce Events directly from within Front’s UI or API. While you can view and sync some Salesforce data through the Front-Salesforce integration (like contacts, opportunities, or cases), creating native Salesforce Events—such as calendar invites, tasks, or activity logs—still needs to happen within Salesforce itself or through a custom integration built on top of both APIs.
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