and PI Perform
The Salesforce integration for PI Perform lets teams preview CRM account and ticket names directly within their workspace—helping everyone stay informed and focused without needing to chase down links.
Integration Request
Extend Salesforce CRM visibility to the whole team and surface critical Salesforce account and ticket info during meetings—even for users without Salesforce access—so cross-functional teams can make informed decisions together.
Make conversations more productive and empower everyone to share customer data directly in meetings or 1:1s, reducing prep time and keeping momentum high without jumping between systems.
Key Capabilities
- CRM link previews: See Salesforce account or ticket names in place of long URLs.
- Contextual linking: Quickly identify and click into relevant Salesforce records from Perform.
- Simple authentication: Secure, one-click connection using your Salesforce credentials.
- Permission-aware visibility: Only users who have connected Salesforce will see previewed file names.
- Automatic recognition: Perform identifies Salesforce links and displays the correct record name. Download PDF
PRICING
Included with all PI Perform subscriptions
Provider Type: PI Software Feature
Learn more here, or contact us at support@predictiveindex.com