Integrations · CRM
ControlBoard and Salesforce
ControlBoard® reads accounts and opportunities from Salesforce as customers and jobs, so work your sales team closes reaches the schedule without retyping. Planners see what is coming before it starts and can place needs against it. Salesforce stays the sales system of record.
What flows where
Your system keeps the money. ControlBoard runs the work.
Read on a schedule and on request.
Salesforce
Accounts, opportunities, contacts and the sales pipeline.
Into ControlBoard
- Accounts as customers
- Opportunities as jobs
ControlBoard®
Schedules the labor and equipment, tells the field, collects the hours and keeps job cost and the forecast live.
Getting connected
Connect ControlBoard to your Salesforce org.
Choose which opportunities become jobs.
Review the first match, then let the schedule keep it in step.
Common questions
Which opportunities become jobs?
The ones your setup selects, so only work you are ready to plan reaches the schedule.
Does ControlBoard write to Salesforce?
No. ControlBoard reads accounts and opportunities; your pipeline stays in Salesforce.