Salesforce Lightning Integration
With the DataMotion and Salesforce Lightning integration, the landscape has changed significantly. Now, sharing a sensitive investment plan is as simple as doing it directly within Salesforce. This seamless approach ensures secure communication, timely delivery to the client, and a complete interaction record for compliance purposes, all within the Salesforce platform.
Enhanced Data Security
Salesforce is an industry-leading CRM that streamlines processes, boosts productivity, and increases sales. But for all its capabilities, businesses in regulated industries face challenges when exchanging sensitive data like financial or protected health information (PHI).
Often, company representatives have to switch between Salesforce and other specialized, secure platforms when exchanging this private information.
Streamline Workflows for Enhanced Client Engagement
Bridging the Gap Between Salesforce and the Outside World
Streamlined Client Engagement
Provide a secure message center within Salesforce to deliver an optimum associate experience to securely communicate with clients.
Integrated Workflow
Securely move customer provided data via forms/messages into your Salesforce workflows, allowing your team to operate efficiently within their Salesforce environment.
Unified View
Provide the visibility that Salesforce users expect. Gain insight into all interactions, including secure channels and shared files, all within a unified view.
Elevate Salesforce with Secure DataMotion Integration
DataMotion’s Salesforce Lightning integration bridges the gap between Salesforce’s CRM excellence and the security and privacy of a dedicated secure data exchange platform.
Powered by robust, military-grade encryption, our Salesforce solutions seamlessly integrate into your existing UI while protecting all inbound and outbound messages.
Bidirectional Secure Messaging
Seamless, secure chats inside and outside of Salesforce.
Integrated Document Sharing
Direct document handling in Salesforce, ensuring safety.
Zero-Trust Framework
Top-tier security solutions integrated in Salesforce
Complete Audit Trail
Reliable interaction tracking for full compliance.
Use Cases for Regulated Industries
A secure, integrated Salesforce Lightning experience benefits various regulated sectors like healthcare, finance, and government. Consider a wealth management firm using Salesforce for client management and a separate platform for secure messaging, creating compliance challenges.
Imagine a solution seamlessly integrated into Salesforce, enabling secure message exchange within the same interface. DataMotion’s Salesforce Lightning integration offers just that.
Revolutionize Your Communications
The integration of DataMotion and Salesforce is more than just an enhancement; it’s a game-changer.
Engage in secure, efficient client communication that delivers exceptional productivity and robust data protection. Rely on DataMotion to elevate your secure digital exchange strategy.
Secure Your Sensitive Salesforce Exchanges
Increase productivity and streamline workflows with DataMotion’s Salesforce integration for secure communications.