About the Attorney Share Salesforce Integration
The Attorney Share/Salesforce integration supports 2-way updates between Attorney Share and Salesforce.
Attorney Share → Salesforce
- When an attorney is invited to a case on Attorney Share marketplace, the integration creates a referral in Salesforce
- When an attorney proposes on a case on the Attorney Share marketplace, the integration creates a referral in Salesforce
Salesforce → Attorney Share
- Ability to send a referral to Attorney Share by entering all the required information and having the case posted automatically on the Attorney Share marketplace.
- After the case is posted on the Attorney Share marketplace, any activity on the case will be reflected in Salesforce:
- Add a note to the Salesforce referral as the case moves through the negotiation process
- After matching with an attorney, the referee attorney has to contact the potential client and sign them
- If the referee attorney is successful in signing the client, mark the Salesforce referral as Referred / Signed Up
- If the referee attorney is not successful in signing the client, mark the Salesforce referral as Referred / Declined
The Salesforce integration is ever-improving! Please reference this living guide from our engineering team for the most up to date setup instructions: Salesforce Setup.
If you need assistance, please reach out to support@attorneyshare.com