DataMotion Salesforce Service Cloud Integration
DataMotion’s Salesforce integrations let you securely share sensitive data-like investment plans or Protected Health Information-right from your CRM. With secure messaging and case management automation, engage customers, exchange and protect sensitive information, and stay compliant – all within Salesforce.
Trusted by thousands of forward-thinking companies
Enhanced Data Security
Regulated industries need more than a CRM – they need security and compliance built in. Salesforce excels at case and customer management, but secure data exchange isn’t its strength. Our integrations embed encrypted messaging, file sharing and form workflows right into Salesforce, keeping sensitive data protected at every step.
With end-to-end encryption and automated compliance tracking, DataMotion ensures that every message, document, and form submission remains secure while simplifying workflows—all without leaving Salesforce.
Two Powerful Integrations for Salesforce Users
DataMotion’s integrations bridge the gap between Salesforce and the external systems your customers rely on, creating a secure and cohesive environment. With two powerful integration options, teams can enhance security and efficiency while delivering exceptional customer experiences.
Here’s how it works:
Secure Messaging, Simplified
An embedded secure message center keeps all customer interactions inside Salesforce, making engagement effortless.
Effortless Data Transfer
Secure email and digital forms pull customer data straight into Salesforce, cutting out manual entry and errors.
Get a Unified View
A full history of interactions in one place speeds up decisions and powers smarter analytics and AI insights.
DataMotion Salesforce Integrations
Explore our Case Management integration & the DataMotion Lightning App
for efficient, secure Salesforce workflows.
Optimize Customer Engagement with Seamless Case Management
Designed for Salesforce users handling critical customer cases, this integration transforms case management. Agents can securely receive, track, and resolve sensitive interactions—including messages, file exchanges, and form submissions—right in the Salesforce Case Feed, driving faster resolution and airtight compliance. Key features include:
Unified Secure Queue
Pull all client interactions—messages, files, forms—into one clear view in the Salesforce Case Feed. Data silos are eliminated and associates can maintain a complete interaction history.
Instant Case Automation
Turn incoming forms, documents, and messages into cases routed to the right agent. Reduce delays and manual work.
Centralized Case Feed
Resolve cases faster with a secure, centralized timeline. Boost customer outcomes and fuel smarter analytics—plus unlock Einstein AI insights.
See DataMotion for Salesforce in Action
Instantly secure Salesforce data and automate compliance workflows – request a live demo to witness the transformation.
Elevate Salesforce with the Secure DataMotion Lightning App
The DataMotion Salesforce Lightning app fuses Salesforce’s CRM power with top-tier secure communication. Armed with military-grade encryption, this integration safeguards every inbound and outbound message-keeping your data safe and your team focused, all inside Salesforce.
Bidirectional Secure Messaging
Send and receive encrypted messages within Salesforce-stay compliant and connected without leaving your CRM.
Integrated File Sharing
Share and receive documents with built in encryption and file exchanges directly within Salesforce, speeding up workflows and protecting sensitive data.
Zero-Trust Framework
A zero-trust shield verifies every move in your CRM, blocking unauthorized access.
Complete Audit Trail
Easily track every interaction and file exchange, keeping compliance simple and airtight.
Wealth Management
For wealth management firms, protecting sensitive data and maintaining compliance is critical. The DataMotion Salesforce Lightning App enables advisors to send and receive sensitive documents—like investment plans or tax forms—all within Salesforce, without relying on external tools. By consolidating these exchanges, the Lightning App eliminates platform switching, reduces compliance risks, and boosts operational efficiency.
Insurance Brokers
Insurance brokers frequently exchange contracts, claims, and policy applications with clients and underwriters. With the case management integration, secure form submissions and messages trigger case creation in Salesforce, routing requests to the appropriate queues and logging every interaction in the Case Feed. This ensures faster processing, centralized case management, and full compliance with industry regulations.
The Proof Is In The Numbers
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2 KActive organizations
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10 MActive users
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32 %Support reduction
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48 %Efficiency gain
Your Salesforce CRM can do more. Equip it with DataMotion integrations to optimize productivity, streamline workflows, and safeguard sensitive data—all while staying fully compliant. Ready to see the difference?
Schedule a demo today and discover how easy it is to protect and empower your team.
See Secure Salesforce in Action
Request a Demo
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