Salesforce + Prest0n
1-Click
Salesforce connects in one click: you sign in on its own page, and Prest0n works in it for your firm under the permissions you choose.
what Prest0n does in Salesforce
- reads: read contacts and deals
- writes: add a note or task
where Prest0n stops
- by default, every email waits for a person's tap before it goes out.
- in a browser, Prest0n never presses a final submit or pays.
- filing, signing and payments stay with your team.
how Salesforce connects
- press connect on Salesforce: on your integrations page, once your free internship has started.
- sign in on Salesforce's own page: Prest0n never sees that password.
- choose what Prest0n may do: read-only, read + write or full access, and share the connection with your organization only if you want to.
you stay in charge of every connection
- a connection you make is yours unless you share it with your organization.
- an owner or admin chooses what Prest0n may do in each connected app: read-only, read + write or full access.
- a drive can be held to the folders you pick.
- every task is checked against the asker's permissions.
- by default, every email waits for a person's tap before it goes out.
- in a browser, Prest0n never presses a final submit or pays. on an e-filing portal, the attorney submits.
- any app can be disconnected at any time.
more in intake & client relationships
prest0 is not affiliated with or endorsed by Salesforce. names and logos are trademarks of their owners.
more from prest0
- home
- pricing
- open ROI reports
- AI Employee for Law Firms & Legal Teams
- AI Employee for Marketing Agencies & Teams
- AI Employee for CPA, Accounting & Finance Teams
- AI Employee for Real Estate Teams & Brokerages
- AI Employee for Insurance Agencies & Carriers
- AI Employee for Property Management Companies
- AI Employee for Small & Growing Businesses
- integrations
- how Prest0n compares
- mission
- team
- security
- get your free internship