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Introduction

Overview​

The Eagleview for Salesforce App allows companies to seamlessly connect their Eagleview account within their Salesforce org. Users can order, upgrade, and retrieve Eagleview reports, storing them directly in Salesforce for easy access and management.

Key Features & Benefits​

  • Seamless Integration – Effortlessly connect your Eagleview account with Salesforce.
  • Order Reports – Request Quick Spare Reports and Premium Reports directly from Salesforce.
  • Upgrade Reports – Easily upgrade reports to obtain more detailed information.
  • Real-Time Report Retrieval – Retrieve reports automatically with webhook-powered integration, eliminating delays and manual downloads.
  • Centralized Storage – Store and manage all Eagleview reports in your Salesforce org.
  • Eagleview Services Available on Salesforce Records – Place orders from the Eagleview Order object, or directly from Account, Contact, and Opportunity records. Orders are automatically linked to the relevant records for easier tracking and management.