Salesforce integration

Here's what you can do with a Salesforce integration:

• Work your pipeline in an app shaped like your process – an app that reads and updates leads, opportunities and records, laid out around the way your team sells.
• Send website leads straight to Salesforce – Base44 can create a Salesforce lead from each form submission on your site, so a new inquiry is in the pipeline before anyone has to retype it.
• Log support requests against the right record – a support form on your site or in your app can log each request in Salesforce, so the account's history stays in one place.
• Bring past records into Base44 – import the Salesforce data you choose into your app, so you can work with it there and nothing in your org changes.

Sales teams usually start with one of these, and the list goes further. Describe your own process to Base44 in your own words – the records your reps touch and what should happen to them – and build the version that fits how you sell.

Here's the path from a sales question to a working build:

• Say which records and what should happen – tell Base44 in chat what the build should do with your Salesforce data, for example "show each rep's open opportunities" or "create a lead from every demo request."
• Connect your Salesforce org – sign in with your Salesforce account and approve access; Base44 handles the sign-in flow and stores the credentials for you.
• Get the build, backend included – the pages and automations come connected to your org, along with a backend function you can review and edit.
• Run it on test records – create a test lead or update a test opportunity, then check what changed in Salesforce before the build touches your live pipeline.
• Add permissions as the build grows – if a flow you add later needs access you didn't grant at the start, you approve it at that point.

The build reads from Salesforce and writes back to it, so your org remains the system of record. The report your team rebuilds before every pipeline review makes a strong first build – describe it to Base44 and see how the rest of your pipeline could run on the same connection.

Yes. Base44 can build a dashboard on your leads and opportunities that shows the pipeline the way your team reviews it, pulled straight from Salesforce. A good first version comes down to 4 choices:

• Start from one question – ask Base44 for one view first, like open opportunities by stage or new leads this week, rather than a page of every metric at once.
• Say who the view is for – a dashboard for a sales lead and one for each rep are built differently, and that choice also decides whose Salesforce account it reads from.
• Use the filters your team already reports on – tell Base44 which stages and date ranges count, so the dashboard's totals match the numbers reps see in Salesforce.
• Let reps update opportunities from the dashboard – Base44 can make the view editable, so a rep moves an opportunity to its next stage right there and the change writes back to Salesforce.

Describe the view you want and build a sales dashboard on top of Salesforce, so every number comes from the records your reps already update.