Take immediate action in Salesforce with Lua

Take Action Anywhere

When you use Lua with Salesforce you enable your entire workforce to instantly act on important deals, critical updates and even get deal approvals with secure messaging and group calling.

Salesforce is the leading CRM and at the core of operations for over 200,000 businesses. Millions of customer records sit in Salesforce, empowering marketers, salespeople, service providers, and many other professionals to do their jobs better— and make their customers happier. By connecting Salesforce to Lua, the leading secure mobile messaging solution, these professionals can achieve even more with the customer success platform.

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Key BenefitsKey Features

Share Knowledge and Expertise

Quickly share files, data and the latest marketing materials and resources with the appropriate teams. Also reach out to experts across your organization for insights.

Connect with Key Stakeholders

Increase operational transparency by keeping executives and key stakeholders in the loop on accounts and deals in real-time.

Making Salesforce Better

Salesforce is a very powerful tool for tracking customer information. However, by adding Lua you get secure mobile messaging to drive your sales, marketing and even executive teams and unlock the true value of your Salesforce investment.

Close More Deals

You track all of your customer information and interactions in Salesforce, and by adding Lua you can easily share leads, contacts, opportunities and accounts instantly. Also discuss records with individuals and groups that don’t have Salesforce.

Better Mobile Workflow

By sharing Salesforce info in Lua you get access to important information and expertise on the go. With the ability to start a group discussion around a deal you can quickly sync about the details.

Built-in Accountability

When using Lua to communicate, you get read receipts on every message, file and Salesforce object so you always know who has read your message or opened your file.

Enabling a Mobile Workflow

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FAQs about the Lua and Salesforce integration

FAQs

What kind of information can I share from Salesforce to Lua?

You can easily share leads, contacts, opportunities and accounts instantly inside of Lua with individuals, groups or departments.

Do I need to have a Salesforce account to see the information?

You do need an account to view detailed information about the object. Without a Salesforce account you can see the record’s name and type.

Do I need the Salesforce mobile app to view the information in Lua?

No you do not need the Salesforce application, however to view detailed information or to make notes you will need the app installed.

If a record changes in Salesforce does it update in Lua?

Yes, all changes made to Salesforce record are updated in real-time inside of Lua.

Can you use the shared contact information in Lua from Salesforce to make calls or emails?

Yes, all of the contact details are accessible inside of Lua. You can call or email with just one tap.

Do I need to be a part of the organization to see record in Salesforce?

Yes, you must be a current user inside of the Salesforce organization to see the records.