BeeWorkforce + Salesforce
Planned: connect team activity with Salesforce records.
We plan to integrate with Salesforce so team activity can be seen alongside customer records. Today, BeeWorkforce tracks attendance and activity for sales and service teams, Salesforce can be classified as productive, and reports can be scheduled for the people who need them.
What it will do
Activity with CRM context
Intended to show working time next to accounts and opportunities.
Team comparison
Intended to compare working patterns across sales and service teams.
Time attribution
Intended to help attribute time to customers.
Reports
Intended to bring Salesforce context into BeeWorkforce reports.
Using Salesforce with BeeWorkforce today
- Use scheduled report emails (Reports → New report → Email this report on a schedule) to send attendance, productivity or timesheet data as a CSV that Salesforce users can open or import.
- Export any report to CSV from the Reports page whenever you need a one-off file.
- Set up the webhook integration (Settings → Integrations → Webhook) to send alerts, leave requests and the daily attendance summary as signed JSON to your own endpoint or automation service.
- Mark your Salesforce domain as productive under Settings → Productivity so CRM time counts correctly.
Frequently asked questions
Is the Salesforce integration available now?
Not yet. It's on our roadmap. Until then, scheduled CSV reports and webhooks cover most ways teams combine Salesforce with BeeWorkforce.
Can I be told when it's ready?
Yes. Mention it when you book a demo or contact us, and we'll let you know when it ships. Requests also help us decide what to build next.
Will it cost extra?
Integrations are included in BeeWorkforce plans. We'll confirm the details when this one launches.
See BeeWorkforce with your own team
Book a 30-minute walkthrough. We'll set it up around how your team works and answer your questions.