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Today, we’re excited to announce that the Nylas Apex SDK is now available for system integrators to develop email, calendar, and contacts features in Salesforce. Building on the positive response of our recently-announced solution for SFDC admins, Nylas Email for Salesforce, the Nylas Apex SDK is a code library that lets you build engaging communication experiences for revenue teams, powered by real-time customer interactions. With the Nylas Apex SDK, you can:
- Integrate fast: Connect to all major email service providers with just a few lines of code
- Get the full picture: Capture all conversations between your company and your customers without paying for more Salesforce seats
- Build custom features: Meet the unique requirements of your Salesforce deployment and use case
NylasAPIV3Client.ReturnAllMessagesParams params = new NylasAPIV3Client.ReturnAllMessagesParams();
params.messageLimit = 20;
params.to = 'lincoln.r@nylas.com';
params.inFolder = 'inbox';
ReturnAllMessagesResponse response = NylasAPIV3Client.returnAllMessages('grant-id', params);
Retrieve emails in Salesforce with the Nylas Apex SDK.
Harness the power of communication in Salesforce
The Nylas Apex SDK gives you access to all of the functionality of the Nylas Platform, allowing you to build experiences ranging from contextual email features, automated cadences, smart scheduling workflows, calendar management views, and more in Salesforce. Below, we’ve outlined a few example projects that turn your CRM into a true “single source of truth” for revenue teams.
NylasAPIV3Client.ReturnAllEventsParams params = new NylasAPIV3Client.ReturnAllEventsParams();params.eventLimit = 20;params.calendar_id = 'calendar-id';
params.event_type = 'meeting';
Retrieve calendar events in Salesforce with the Nylas Apex SDK.
Deploy email-driven AI workflows and notifications
Estimated time to develop: 80 hours
Generate an instant summary of all email correspondence with a customer over the last n-number of days. Easily feed an in-house LLM with your users’ emails, and summarize the key sentiment/topics represented in a time period. No more sifting through endless task objects to find out what is going on with an account.
Build a Sales and Marketing automation platform in your CRM
Estimated time to develop: 370 hours
Build an extensive sales and marketing automation platform within Salesforce using Nylas integration to streamline workflows, automate repetitive tasks, and enhance data insights.
Key tasks:
- Install and configure Nylas API and set up Salesforce integration.
- Develop automated workflows for lead management, follow-ups, and customer engagement.
- Create automated email campaigns, event management, and tracking features.
- Develop custom dashboards and reports to provide actionable insights.
- Ensure seamless synchronization of email and calendar data across Salesforce.
- Enhance Salesforce UI to support new features and improve user experience.
- Perform extensive testing to ensure all functionalities work as expected.
- Provide comprehensive training sessions and detailed documentation.
Design a customer support and case management system in SFDC
Estimated time to develop: 390 hours
Implement a robust customer support and case management system that leverages Nylas’ email and calendar integration to enhance support efficiency and customer satisfaction.
Key tasks:
- Conduct detailed requirements analysis with stakeholders.
- Set up Nylas API integration with Salesforce.
- Develop automated case creation from emails, with priority tagging and assignment rules.
- Integrate calendar features for scheduling support sessions and tracking follow-ups.
- Create a knowledge base within Salesforce linked to cases and customer queries.
- Implement real-time notifications for case updates and customer communications.
- Develop detailed performance metrics and reporting tools.
- Conduct thorough testing to ensure system reliability and accuracy.
- Provide training for support staff and create comprehensive documentation.
Enhance Enterprise Resource Planning (ERP) in SFDC
Estimated time to develop: 390 hours
Enhance an existing ERP system within Salesforce by integrating Nylas’ email and calendar capabilities to improve resource scheduling, communication, and project management.
Key tasks:
- Install and configure Nylas API with Salesforce ERP modules.
- Develop resource scheduling and management tools, integrating calendar functionalities.
- Create project management tools including task assignments, milestones, and deadlines tracking.
- Automate email communications for project updates, notifications, and client interactions.
- Implement advanced analytics and reporting for project performance and resource utilization.
- Enhance the Salesforce UI to support ERP features and improve user experience.
- Perform comprehensive testing to ensure seamless integration and functionality.
- Provide extensive training for ERP users and ongoing support.
Customer Relationship Management (CRM) Optimization
Estimated time to develop: 400 hours
Optimize an existing CRM system within Salesforce by integrating Nylas’ email and calendar features to enhance customer interactions, automate processes, and improve data management.
Key tasks:
- Conduct a thorough assessment of current CRM capabilities and identify areas for improvement.
- Install and configure the Nylas API within Salesforce.
- Develop features to sync emails, automate logging, and categorize communications.
- Implement calendar integration for scheduling meetings, reminders, and follow-ups.
- Develop automated lead scoring and nurturing processes using email and calendar data.
- Create custom dashboards and reports for sales and customer interaction metrics.
- Perform data migration and cleanup to ensure accurate and up-to-date information.
- Test the integrated system and optimize performance.
- Provide training sessions for users and create adoption strategies.
Want to try it yourself?
Check out our GitHub repository for code samples and documentation and to get started. If you’d like to get in touch to schedule a demo with a Nylas expert, sign up here. Or, apply to be a Nylas partner to join our community.
