Salesforce

Overview

Create prototypes from notes and customer feedback in Salesforce. Transform opportunity notes, account feedback, and case descriptions into interactive prototypes that demonstrate solutions to enterprise customers. Turn customer requirements captured in Salesforce into actionable prototypes you can share for validation.

The integration leverages Salesforce's comprehensive customer data. When generating prototypes, Alloy analyzes account history, opportunity stage, and related cases to create contextually relevant demos that address specific customer pain points and requirements.

How it works

Generate prototypes from any Salesforce object - opportunities, accounts, cases, or custom objects. Use the Alloy Lightning component to create prototypes with one click. The AI analyzes all related records, chatter feeds, and attachments to understand the full context and generate accurate prototypes.

Embed prototypes in Salesforce using custom fields and Lightning pages. Display interactive prototypes directly within opportunity records, making them accessible to sales teams during customer calls. Track prototype views and feedback as custom activities for complete visibility.

Leverage Salesforce workflows to automate prototype generation. Trigger prototype creation when opportunities reach specific stages, ensuring customers see visual solutions at key decision points. Use Process Builder to share prototypes automatically based on customer actions or milestones.