Salesforce Integration Overview

Collaborate without breaking your existing workflow

Work with different teams when responding to security questionnaires. Allow Salesforce users to import and export questionnaires in a few steps, regardless of their Skypher or security content access level.

Based on your use case, Skypher team can help you to set-up a custom integration that best fits your needs.

Integration Features

From Salesforce to Skypher you can:

• Upload questionnaires directly from Salesforce by attaching a file (XLSX or Word) or a link from an online portal

  

• Assign owner, set expiration date, etc. for questionnaires

• Get notifications for every step happening in Skypher until the end of the process

• Check the progress and project details of questionnaires directly on Salesforce

  

• Get the questionnaire file back on Salesforce when it’s completed

  

From Skypher to Salesforce, you can:

• View all your questionnaires on Skypher
• Use Skypher’s built-in tools, such as assign and comment, to communicate between Skypher and Salesforce users
• Attach other documents to questionnaires as evidence
• Respond to security questionnaires using information in the knowledge base with or without the help of Generative AI
• Update the status of the progress automatically on Salesforce