Salesforce

Overview

Vanta integrates with Salesforce to seamlessly automate access approvals, sync customer activity with account data, and power revenue-influenced reporting in your Trust Center. 

With Vanta, you can automatically approve access to gated content on your Trust Center with your Salesfeforce contacts, saving your team valuable time. You can also push key customer activity from your Trust Center into Salesforce, where your sellers are already spending their days working. From logging actions like document access requests and downloads, to creating new leads in your CRM, these security-driven insights allow sellers to get a better understanding of their customers and easily act on new opportunities. 

By connecting Salesforce opportunity data to your Trust Center activity, you can show the real impact of your security and compliance program, building trust with prospects and accelerating the sales process. Armed with real-time analytics, you can get insights into how Trust Center activity influences overall pipeline and individual accounts.

Top capabilities

Turn your Trust Center into a strategic sales tool with capabilities that help you:

  • Automate access approval of gated content in your Trust Center with your Salesforce contacts
  • Log actions in Safesforce— – like Trust Center document requests and downloads— – to get a view into customer security review activity 
  • Create new leads based on Trust Center activity, introducing a whole separate lead generation funnel for your sales and marketing teams
  • Connect Salesforce opportunity data to your Trust Center analytics to see the revenue influenced by your security program

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Supported resources
Supported automated tests

Request a demo to see Vanta integrations in action