EN
EnglishEspañolFrançaisPortuguêsDeutsch
Sign in Start free

Product

How it worksLive demoChrome side panelAI connector (MCP)IntegrationsHubSpotTrust CenterSecurityAI and your dataFree SOP generatorAI diagram generatorFlowchart makerVoice to diagram

Solutions

Process documentationDiscovery callsSOP creationData flow diagramsAutomation designProcess improvementITEngineeringSales and SEOperationsProduct and UXCustomer successFinancial servicesHealthcareConsultingSoftware and SaaSManufacturingPublic sectorView all solutions

Resources

Resource centerFlow diagram examplesTranscript to flowchartProcess mapping workshopsWho it is forTemplate librarySOP templateProcess map templateFlowchart templateSwimlane process mapWavelength vs LucidchartWavelength vs VisioWavelength vs MiroAll comparisons

Pricing

Sign in

Integration · CRM and sales

Wavelength for Salesforce

Put the process the customer described on the Opportunity, where your team plans the deal.

Connect Salesforce All integrations

Every plan, including Free. The free plan needs no card.

What it does

Sales teams map the customer process on discovery calls. The map is only useful if the team can find it on the deal. Connect Salesforce once. Then open any flow, click Export, and pick Attach to Salesforce.

Pick an Opportunity or an Account. Wavelength adds the diagram to the record as a file. It also adds a note with the summary, the questions to confirm, and a link to the live flow.

See it in action

These screenshots come from a real Wavelength account and a Salesforce Developer Edition org with sample data.

Connect Salesforce once in Settings, then Connected apps.
Connect Salesforce once in Settings, then Connected apps.
Open Export, then Attach to Salesforce. Pick an Opportunity or an Account.
Open Export, then Attach to Salesforce. Pick an Opportunity or an Account.
Wavelength confirms the attach and links to the record.
Wavelength confirms the attach and links to the record.
The note and the diagram show on the Opportunity in Salesforce.
The note and the diagram show on the Opportunity in Salesforce.

What you can do

  • Search your Opportunities and Accounts by name.
  • Attach the diagram to the record as a PNG file.
  • Add a note with the summary, the questions to confirm, and a link to the live flow.
  • Connect a sandbox org: tick "My org is a sandbox" before you connect.
  • Disconnect at any time in Settings, then Connected apps.

How to connect

  1. In Wavelength, open Settings, then Connected apps, and click Connect next to Salesforce. You can also start from Export, then Attach to Salesforce.
  2. Sign in to Salesforce and click Allow.
  3. Open a flow, click Export, then Attach to Salesforce.
  4. Pick an Opportunity or an Account and click Attach.
Start free Try the live demo

Access and privacy

Wavelength asks for API access and a refresh token, so the connection stays on. It uses them to search the records you look for and to add the file and the note you attach. It stores the tokens encrypted. Disconnect in Settings, then Connected apps. You can also revoke access in your Salesforce personal settings.

Common questions

Does Wavelength work with Salesforce?

Yes. Wavelength attaches a flow to a Salesforce Opportunity or Account: the diagram as a file, and a note with the summary, the questions to confirm, and a link to the live flow.

Which Salesforce records can I attach to?

Opportunities and Accounts.

Does my Salesforce edition work?

Your org must allow API access. If it does not, Wavelength shows a message that tells you to ask your Salesforce admin.

Does it work with a sandbox?

Yes. Tick "My org is a sandbox" in the attach dialog before you connect.

Which plans include Salesforce?

Every plan, including Free.

Other integrations

See all Wavelength integrations