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Salesforce app

Ren's Salesforce app is a managed package that surfaces alerts directly inside Salesforce. It provides components that can be added to the Home page and to each Contact and Account record page, giving users timely alerts about the people and companies they work with without having to leave Salesforce. 

For instructions on configuring Ren's Salesforce app, see our setup guide.

 

Key features

  • Home Page Feed; A tabbed feed view showing all alert types configured for your organization. Users can paginate through alerts and switch between feeds.

  • Contact & Account Record Pages; Embedded components showing alerts relevant to a specific Contact or Account. For best results, configure sync queries (see Setup Step 4) to automatically keep your Contacts and Accounts synced with Ren. If a specific entity hasn't been synced yet, users can manually click "Add to Ren" as a fallback.

  • AI-Assisted Reach-Out Emails; From any alert, users can compose an AI-generated email referencing the alert content. The compose modal supports contact search, message preset selection, and sending via Salesforce or the user's email client.

  • Alert Sharing; Users can generate a shareable link for any alert and copy it to their clipboard.