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Facebook and Salesforce.
A more connected handoff.

Give Nine access to Facebook and Salesforce and delegate work across the connected tools. You choose the accounts and actions it can use.

FacebookSalesforce
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Facebook

Publish and maintain your Page

  • Put content in front of your audience

    Create text, photo, multi-photo, and video posts on the connected Page.

  • Manage scheduled and existing posts

    Review scheduled posts, change their timing, publish them, or update existing content.

Stay close to your audience

  • Follow up on conversations

    Read Page conversations and comments, send messages, and respond where your account has access.

  • Review what is working

    Retrieve Page and post insights, reactions, and published content to prepare a campaign update.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Connect the context. Agree the handoff.

Facebook

Connect the Facebook account with access to your Pages during onboarding and choose the publishing, messaging, and insight actions Nine can use.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Facebook and Salesforce?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.