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Salesforce Provider – UDC pour PcVue
Why Use the Salesforce Provider?
The Salesforce Provider enables a seamless connection between PcVue and the Salesforce platform, allowing easy access to CRM data:
- Direct integration between PcVue and Salesforce through REST APIs.
- Supports SOQL and Simple Query Language for flexible and powerful queries.
- Ideal for leveraging customer, sales, and operational data within your supervision system.
Additional Information:
The Salesforce API is a set of programming interfaces that allow developers to interact programmatically with Salesforce data and services. With this API, PcVue can connect directly to the Salesforce Platform to retrieve CRM information or any data stored in Salesforce—without requiring specific development.
Provider Overview
- Name: Salesforce
- Category: REST, CRM, Cloud
- Main Features: Connect PcVue to Salesforce Platform
- Query Language: Simple Query Language (SQL) + SOQL
- PcVue Version: 16.2
Key Advantages of the Salesforce Provider
- No code required to get or set data in Salesforce.
- Native support for SOQL queries.
- No need for specific development (Manager Toolkit not required).
- Smart data extraction: filtering, ordering, grouping.
- Ability to perform data calculations: min, max, sum, average…