Seamless search tab IN salesforce | Voters

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Seamless search tab IN salesforce

complete

Ryan Young

Click on the seamless ai tab within Salesforce, and search for companies/contacts (the same functionality as if you went onto the seamless ai website) and that contact information then syncs within our salesforce integration.

September 21, 2022

Jake Phillips

This has been released to all users. We will continue to optimize this experience as well, with planned enhancements coming on Q4 2022!

https://feedback.seamless.ai/changelog/research-contacts-and-company-data-directly-within-your-salesforce-crm

Jake Phillips

marked this post as

complete

Jake Phillips

marked this post as

in progress

Jake Phillips

Ryan Young That is great request (from a customer) and good news! We have a beta in place already today that allows you to open the extension flyout on any SF ACCOUNT and it will target that company/contact.

We will be extending this functionality very soon (in the coming weeks) that will provide embedded Seamless Find buttons / icons as well, similar to functionality found with our integration on LinkedIn!

Ryan Young

Jake Phillips: Awesome thanks Jake!

Ryan Young

(from a customer)