(Early Access) Multi-CRM

Availability Note: This feature is in Early Access. Reach out to your CSM if you’d like it enabled for your account.

This update is designed for larger enterprises that operate across multiple business units, including organizations that have grown through mergers and acquisitions, where a single CRM connection created manual work, reduced visibility into deal data, and added friction to CRM-dependent workflows.

The Solution

As part of Early Access, the following is now supported:

• A single SafeBase organization can connect to multiple Salesforce instances.

• Rules Engine is supported for each connected Salesforce instance.

• Customers can manage access requests and account linking across multiple Salesforce instances in the SafeBase app UI.

• Activity sync is supported for multiple Salesforce instances.

• The SFDC Query Retool app now supports querying any connected Salesforce instance.

• Analytics dashboards (Enterprise Analytics, Won Deals, and Open Deals) now include a CRM Instance(s) filter and a CRM Instance column for each connected Salesforce instance.

• Customer Type, Revenue, and Deal Stage fields can be pulled from multiple Salesforce instances for display on the Accounts and Questionnaires pages.

• Sync jobs, such as linking SafeBase accounts to SFDC accounts and pulling SFDC deal data for linked accounts, are supported for any connected Salesforce instance.

Additional notes

• Customers who want to automate Trust Center access requests across multiple Salesforce instances will still need to use the Rules Engine through Solutions.

• Multi-CRM currently supports multiple Salesforce instances only; multiple HubSpot or Dynamics instances are not supported at this time.

• This feature is currently available by request for interested Early Access customers.