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Automate tasks across Salesforce with AssessTEAM

We work with you to understand your business processes, and automate all work between Salesforce and AssessTEAM.

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Salesforce and AssessTEAM.

Send a AssessTEAM notification when Salesforce receives a high-priority item.
Create a AssessTEAM follow-up from new qualified activity in Salesforce.
Copy new customer details from Salesforce into AssessTEAM.
Update the matching AssessTEAM item when a Salesforce status changes.
Start a review in AssessTEAM when Salesforce flags an exception.
Summarize new Salesforce activity and save it in AssessTEAM.

Every action you need

Your company can interact with Salesforce and AssessTEAM using our 13 actions.
Can’t find what you need? Let us know.

Generate Access TokenReadRetrieves an access token from AssessTEAM.
List Evaluations ReportReadRetrieves the evaluations report from AssessTEAM.
List Performance Indicators ReportReadRetrieves the performance indicators report from AssessTEAM.
Add PersonCreateCreates a new person in AssessTEAM.
Delete PersonDeleteDeletes an existing person from AssessTEAM.
Get PersonReadRetrieves a person by person code from AssessTEAM.
Update PersonUpdateUpdates an existing person in AssessTEAM.
List Persons ReportReadRetrieves the persons report from AssessTEAM.
List Result Areas ReportReadRetrieves the result areas report from AssessTEAM.
List TeamsReadRetrieves the teams report from AssessTEAM.
Add TimesheetCreateCreates a new timesheet entry in AssessTEAM.
Get Timely Timesheet DataReadRetrieves timely timesheet data from AssessTEAM.
Get Timesheet DataReadRetrieves recorded timesheet data from AssessTEAM.

Frequently Asked Questions

Common questions about working with MindCloud on your Salesforce and AssessTEAM integration.

Apps are the systems your business runs on, like Salesforce and AssessTEAM. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.