Baton Salesforce Integration 2.0

New Salesforce integration allows users to sync & track Fields in Baton

Baton Salesforce Integration 2.0

New Salesforce integration allows users to sync & track Fields in Baton

New Salesforce integration allows users to sync & track Fields in Baton

June 14, 2022
by

Enhanced two-way integration saves valuable time & helps ensure team alignment by furthering Baton’s connection with Salesforce.

At Baton, we're committed to arming our users with the tools and capabilities needed to streamline processes and drive efficiency during the critical implementation phase of the customer journey. Sticking to our motto of continuously improving this experience, our new Salesforce integration removes manual steps and saves both sales and non-sales teams valuable time by streamlining information sharing and documentation across systems.

We understand the importance of ensuring your CRM remains an up-to-date and reliable source of truth for cross-functional teams, which is why we added even more functionality to Baton's two-way integration with Salesforce. To help better align internal teams, Baton users now have the ability to import and update projects automatically when they meet the import rules on most Objects in their Salesforce instance - including those with custom Salesforce setups and import rules in place.

Why integrate Baton with Salesforce?

There’s a reason why a growing number of SaaS providers are integrating CS and onboarding tools with their CRMs. As the SaaS environment continues to evolve, today's savviest software and RevOps pros are expanding their "revenue enablement stacks" to include these purpose-built technologies.

As a result, there's now added value (and necessity) in integrating post-sales tools (like Baton's implementation management platform) with CRMs (like Salesforce) to prevent data silos and seamlessly connect cross-functional teams.

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4 Key Benefits of Using the Baton Salesforce Integration

Purposefully designed to 'run with' the leading tools your teams use daily, Baton helps eliminate implementation breakdowns and bottlenecks to accelerate time to value by up to 40%. To add even more speed and simplicity to this process, our enhanced Salesforce integration offers several key benefits, including:

1. Out-of-the-Box Availability
Unlike custom Salesforce integrations that require a lengthy and costly setup, Baton's two-way Salesforce integration is available to users out-of-the-box at no additional monthly cost - passing immediate value to internal teams.

2. No Duplicative & Manual Processes
When integrated, Baton automatically pushes and pulls data from Fields on various Salesforce Objects, eliminating needless back-and-forth. The integration allows users to easily map multiple Salesforce items that are listed under an Opportunity to Baton.


3.  Better Insights & Customizable Report Rules
Automated information sharing across systems adds efficiency by removing duplicative steps and reducing the risk of potential data entry errors. By seamlessly syncing data in real-time, Implementation teams can access the Salesforce information they need directly from Baton - with unique and customizable report filtering capabilities.

4. Standard & Custom Salesforce Field Tracking

Because Salesforce gives users the ability to create custom fields, Baton's integration allows users to map custom and standard Salesforce objects to Baton. This allows Salesforce users with 'Customize Application' permissions to track and sync Fields with Baton and provides an auditable trail of all project activity.

Baton > Salesforce Sync

Through this updated integration, Baton has the ability to automatically sync data directly to Salesforce for Projects that were imported from any Salesforce Objects (including custom Objects). This allows Baton to communicate and sync project data into standard and custom Fields on most Salesforce Objects. 

Fields that can be synced from Baton to Salesforce include: 

  • Date/Time
  • Number
  • Currency
  • Text
  • Long-Text
  • Picklist
  • Multi Picklist

Salesforce > Baton Sync

Through this integration, valuable client and project information is automatically communicated across systems, removing time consuming and manual steps and duplicative data entry. When synced, any Object that transitions to the configured settings in Salesforce will automatically import to Baton as a Project in real-time.

Ready to integrate Baton with Salesforce?

For more information on the Baton Salesforce integration, a step-by-step guide to connecting your Salesforce account to Baton, and instructions for creating new Salesforce Fields to sync with Baton, click here.

Accelerate time to value with Baton.

Scale your business. Start with a free Baton trial.

Accelerate time to value with Baton.

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Get the Latest from Baton

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Get the Latest from Baton

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Scale your business. Start with a free Baton trial.

Scale your business. Start with a free Baton trial.

Accelerate time to value with Baton.

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