EverAfter & Salesforce: Elevate Your Customer Experience

Give your go-to-market teams the data they need and your customers the experiences they crave. EverAfter’s powerful, bi-directional integration with Salesforce helps you accelerate every stage of the customer journey—from onboarding to renewal and beyond. By uniting your CRM’s rich data with EverAfter’s customer interface platform, you’ll deliver real-time insights, automate key processes, and keep every interaction personalized and on-point. Whether you’re sharing progress updates, managing complex projects, or gathering actionable customer feedback, EverAfter lets you do it all—without leaving Salesforce behind.

Ready to delight your customers with tailor-made experiences that scale? Embrace the integration that transforms static data into dynamic, contextual, high-touch engagements that drive real results.

Overview

EverAfter is a Salesforce partner, offering a seamless integration that streamlines customer interactions by surfacing relevant data, automating logic, and collecting insights—all within a bi-directional sync. EverAfter’s integration with Salesforce is designed to streamline customer interactions by surfacing relevant data, automating logic, and collecting insights—all within a seamless, bi-directional sync. This powerful integration allows businesses to enhance customer experiences while maintaining full control over their Salesforce data and workflows.

Key Capabilities & Value

1. Surface Data to Customers

Share data directly from Salesforce with customers and partners, including data from various objects and fields such as packages, metrics, onboarding data, and more, through EverAfter.
Enable real-time updates and live sync to ensure customers always see the most up-to-date information.

2. Manage mutual projects with customers

Use EverAfter to collaborate on shared projects with customers, in an engaging and actionable way.
Assign tasks, set deadlines, collect information and file and track progress.
Sync project updates with Salesforce for real-time visibility.

3. Create Logic Based on Salesforce

Use conditional logic to personalize customer experiences dynamically.
Automate journeys and trigger actions based on Salesforce data.

4. Collect Data from Customers Directly into Salesforce

Capture customer inputs through EverAfter and sync them back into Salesforce in real time.
Customize which fields are editable and which remain read-only.

5. Case Management

Allow customers to create, track, and reply to support tickets directly from EverAfter.
Enable customers to attach files and manage their cases effortlessly.

6. Access Control Based on Salesforce Contacts

Automatically grant or restrict access to EverAfter portals based on Salesforce contact records.
Deliver experiences to different personas based on data from contact records.

7. Embed in Salesforce Experience Cloud

Embed EverAfter components into your Salesforce Experience Cloud for a seamless, branded customer experience. As EverAfter can be embedded in different platforms including your own product, if you are using Salesforce Experience Cloud you can embed EverAfter there for a hyper-personalized experience for your customers.

8. Partner experience

Allow partners to submit new leads, track their ops and expose relevant managed customer data to the partner team.

Technical Aspects

1. Data Connectivity

EverAfter connects to the following Salesforce entities:

Accounts – Sync company-level details to personalize customer interactions. Create experiences based on type, stage, language or any other segmentation. It’s never a one-size-fits-all program - the ability to control the timeline, tasks, resources, and other components based on data from the account is critical to creating converting, highly engaging programs.
Contacts – Manage individual customer records and interactions. Allow customers to update their details and keep relationship information up to date.
Opportunities – Align EverAfter experiences with deal progress.
Custom Objects & Fields – Support unique business requirements with custom objects and custom data fields. From onboarding and project objects, to custom fields to collect customer goals, priorities and progress, connect those objects and fields to EverAfter to allow automated personalization of the experience and seamless data collection.

2. Bi-Directional Live Sync

Any changes made in Salesforce are reflected instantly in EverAfter.
Customer-submitted data through EverAfter is updated in Salesforce in real time.
Maintain data integrity with configurable read/write permissions.

Frequently Asked Questions

Which accounts and objects will be synced to Salesforce?

You have full control over which accounts and objects are synced. You can:

Set permissions on the Salesforce integration user used for the integration.
In EverAfter Select specific account criteria and objects for synchronization.
Define which fields are included.
Configure fields to be editable or read-only.

Can EverAfter write data back into Salesforce?

Yes. You can configure specific fields in EverAfter to push data back into Salesforce, ensuring a continuous flow of customer insights. EverAfter will use Salesforce validation to make sure the data restrictions apply.

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How does access management work?

By mapping contacts to EverAfter, EverAfter enables you to sync only contacts that should be given access. Moreover, you can create different personas and set visibility and access to specific areas only for specific personas.

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Can I customize the integration?

Yes. EverAfter’s integration with Salesforce is highly configurable, allowing you to tailor it to your business processes and customer needs.

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How many API calls is EverAfter <> Salesforce Utilizing

As EverAfter doesn’t store most of the data from Salesforce, the sync and updates are live.

Once a day, we sync the contacts from the CRM to enable both meeting matching and end-user access management

Once an hour, we sync the account name and domain from CRM to enable meeting matching and end-user management.

On every visit to the accounts manage page, we fetch the updated list of accounts with their field values from CRM.

On every visit to a specific account page, we fetch the account data to calculate the relevant rules and show the relevant fields.

Conclusion

The EverAfter-Salesforce integration enhances customer engagement by providing a real-time, dynamic, and secure connection between your CRM and customer interactions. With deep customization, bi-directional sync, and automation capabilities, this integration is a powerful tool for any Salesforce-driven organization.