Salesforce Connector

The Salesforce Connector is a powerful add-on that enables your team to seamlessly sync approved content directly from Pepper Flow to Salesforce, including any CRM solutions built on the Salesforce.com platform.

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Seamless, compliant content delivery from Pepper Flow to Salesforce

Working in a regulated, fast-paced environment, life science companies depend on technology to keep their most critical business processes connected. The Salesforce Connector is a turnkey solution developed with Vodori's validated API that streamlines the delivery of compliant content to your team. Have absolute confidence in Pepper Flow as the source of truth and expedite how content is shared with (and withdrawn from) sales and other field teams. Connectivity to your CRM simplifies this critical process so you can focus on optimizing commercial results. With the Salesforce Connector, you're able to:

Get materials into the hands of your field team as soon as they’re approved

Allow teams to access approved materials directly from Salesforce

Ensure compliance by automatically withdrawing expired materials

Leverage Salesforce functionality to optimize content findability and reporting insights

Turnkey implementation & dynamic customization

The Salesforce Connector is delivered as a Salesforce managed package which enables you to quickly start retrieving Pepper Flow materials without writing any code. After completing the installation and configuration, approved materials are made available as Salesforce custom object records. As custom objects, you can then use your materials within Salesforce as you choose, providing the ability to:

leverage your existing permissions to display relevant content to the appropriate users,
incorporate additional metadata about the content that's configured and displayed in Salesforce only,
create relationships between materials and Contacts, Leads, Accounts, and Opportunities, and
incorporate data into your existing Salesforce reports and derive new insights around content effectiveness.

Two powerful solutions

We offer two solutions to get approved Pepper Flow content to your Salesforce CRM: the standalone Salesforce Connector, which combines the use of Pepper Flow and Salesforce; and the Salesforce Connector with Pepper Folio, which combines the use of Pepper Flow, Pepper Folio, and Salesforce to deliver the most compliant content delivery solution for your team.

Scroll to the right on the table below to see how the Salesforce Connector compares to the Salesforce Connector with Pepper Folio

Features

Salesforce Connector Salesforce Connector
with Pepper Folio

View list of approved Pepper Flow documents in Salesforce

Download approved Pepper Flow content in Salesforce

View Pepper Flow metadata alongside content in Salesforce

Select Salesforce metadata to display alongside content in Salesforce

Associate content with Salesforce contacts, leads, accounts, and opportunities

Click from Salesforce to "view" content in Pepper Folio

Generate unique links in Pepper Folio to share content externally

Access valuable content usage metrics in Pepper Folio

Ready to learn more about the Salesforce Connector?

Book a consultation with our solutions team.