Integrate with SalesForce for the organizations and contacts used for proxy voting

We use SalesForce to manage all our customer contacts (like many businesses). I would like to be able to have the list of organizations and contacts stay up-to-date with the companies and contacts our sales and account management teams manage in SalesForce. We can do periodic updates to the lists, but that's a pain since things change quickly.

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Apr 11, 2022

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Marianne Gutshall

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| Sep 13, 2021

Agreed that automation would be extremely helpful. We would like to be able to configure a regular sync for Organization metadata from Salesforce with visibility to see when the last sync was successfully completed. The organization metadata is an important consideration for prioritization-- ie helping to better understand the business value associated with Ideas.

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Brian Trombley

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| May 6, 2020

Direct integration with SFDC would make so much sense here. Right now we're manually exporting customer data from SFDC and importing as a "Customers" custom table. This has a lot more fields than "organization" plus key contacts for that org.

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