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Salesforce Integration
Connect Salesforce into a single experience layer — giving customer-facing teams instant access to the data and actions they need without leaving the flow of work.
Remove friction, transform access - Unlock Salesforce
Unlock your Salesforce investment
From forecasting updates to updating customer records, Unily makes it easy for teams to access and update important information.
Eliminate digital friction
Switching between systems breaks focus and slows people down. Unily brings Salesforce into the flow of work — so employees can find information, complete tasks, and stay focused.
In-context action
Transform the intranet from a place of information to a place of action. Surface Salesforce in context to empower immediate action from announcements or knowledge.
Key capabilities
Salesforce in Unily Glass
Unily Glass provides the single execution layer connecting your Salesforce environment, and beyond, to the employee experience. Surface data, trigger actions, and keep your commercial teams connected to Salesforce — without ever leaving the flow of work.
Personalized and role aware
Every Salesforrce interaction in Unily is personalised to the logged-in user. Employees only see the data, actions, and content relevant to their role — ensuring every experience is contextual, targeted, and secure.
Enterprise-grade security and permissions
Every request made through Unily runs on behalf of the authenticated user, inheriting their Salesforce permissions automatically. Sensitive data stays protected, access stays governed, and every interaction stays compliant — without additional configuration.
Execute Work Across Salesforce
Unily Glass goes further than any other intranet vendor in connecting employees to Salesforce. While other vendors surface data, Unily enables real execution - triggering actions, completing tasks, and driving outcomes directly from the employee experience.
Deep Integration
Most integrations stop at displaying data. Unily goes deeper. Search across deals, view forcasts, action and execute tasks — all from a single, unified interface. Salesforce's full depth is available to every employee, without the complexity.
Experience-First Layer
Unily sits as the intelligent experience layer on top of Salesforce — CRM capabilities, and more, into one cohesive, personalised destination. Employees don't need to know where data lives. They just need Unily.
""Through Unily, we’ve already seen the value of bringing people, content, and communications into a single, global experience. Dentsu Dot has reduced fragmentation and made it easier for employees to find what they need. Unily Glass is exciting because it builds on that foundation — with the potential to move us beyond just finding information, towards acting on it in one place, and further reducing the digital friction that slows teams down today.”
Sophie Muskett, Programme Director Global Digital Platforms, dentsu
Explore Customer Stories
Across the globe, in every industry, Unily is empowering workforces to connect and thrive.
60k+
employees working across diverse roles and locations, with brands sold in more than 150 countries
“It was really important that we had a company that could grow with us. We're ambitious here. We really care about employee engagement and employee efficiency... We needed somebody that was going to have the ambition for that. And Unily has been that partner.”
Kerry O'Donnell
Executive Director Technology Lead for Global Communications and Corporate Functions at The Estée Lauder Companies
Read the Case Study
Executive Director Technology Lead for Global Communications and Corporate Functions at The Estée Lauder Companies
4.9m
user sessions in it's first year of launch, with 79% mobile app users
“The introduction of The Hub has transformed the way we connect and interact with our employees globally. The technical qualities of the solution itself and the great care we have taken in its design have combined to enable us to engage with employees who were previously hard to reach. It has provided a brand-enhancing addition to our employee experience”
Tony Reynolds
General Manager of Employee Experience at Cathay Pacific
Read the Case Study
General Manager of Employee Experience at Cathay Pacific
10x
more average visits than the previous legacy intranets combined
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“Our people now have so much relevant data at their fingertips - they can find everything that they want on the platform. And that consistency of information is driving consistency into the business. It has been a real success story.”
Brenda Clark
Vice President of Transformation and Enterprise Employee Communications at Baker Hughes
Read the Case Study
Vice President of Transformation and Enterprise Employee Communications at Baker Hughes
99%
adoption across Atlantis Dubai's 6,000+ staff
“The last few years have been a record-breaking success for Kerzner International... It’s no coincidence that the advancements we have seen in our colleagues’ emotional engagement have happened in parallel with the evolution of our digital employee experience platform and our partnership with Unily.”
Philippe Zuber
CEO at Kerzner International
Read the Case Study
CEO at Kerzner International
Empowering every function to move faster, together
For Employees
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Give customer-facing employees instant access to Salesforce data, customer records, and key insights in a consumer-grade experience they love to use — without navigating complex Salesforce structures or remembering where to go.
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Remove the friction of tool-switching. Unily gives employees a single conversational interface to search, access, and act on Salesforce content without ever leaving the flow of work.
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Enable employees to act on Salesforce updates in context — surfacing customer alerts, pipeline changes, and key notifications alongside the communications and knowledge they need to respond.
For Internal Communications
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Drive engagement by meeting employees where they already are. When Salesforce data and internal communications live in the same experience, every message lands with context, relevance, and a clear next step.
- Surface sales communications directly alongside the Salesforce insights they relate to — turning product updates, campaign launches, and sales enablement content into moments of action, not passive reading.
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For HR Leaders
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Eliminate the context switching drain. Unily brings Salesforce into a single experience — so customer-facing employees spend less time navigating systems and more time doing the work that matters.
-
Drive measurable productivity gains across your sales workforce. When employees can access the data, services, and support they need without friction, performance improves — and HR can demonstrate the impact.
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Retain top talent by giving employees an experience worth staying for. When Salesforce data, HR services, and communications live in one seamless experience, employees feel supported, connected, and engaged.
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For IT Leaders
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Protect and extend your Salesforce investment. Unily connects Salesforce to the employee experience with ease- delivering faster time to value and measurable ROI from your existing technology stack.
-
Drive productivity across your entire organisation. When Salesforce data is accessible in a consumer-grade experience employees actually use, adoption increases, workflows accelerate, and the value of your technology investments compounds.
-
Enterprise-grade security you can trust. Every Salesforce interaction through Unily runs on behalf of the authenticated user, inheriting their permissions automatically. Sensitive customer data stays protected, access stays governed, and every integration stays compliant — without additional configuration.
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-
Give customer-facing employees instant access to Salesforce data, customer records, and key insights in a consumer-grade experience they love to use — without navigating complex Salesforce structures or remembering where to go.
-
Remove the friction of tool-switching. Unily gives employees a single conversational interface to search, access, and act on Salesforce content without ever leaving the flow of work.
-
Enable employees to act on Salesforce updates in context — surfacing customer alerts, pipeline changes, and key notifications alongside the communications and knowledge they need to respond.
-
Drive engagement by meeting employees where they already are. When Salesforce data and internal communications live in the same experience, every message lands with context, relevance, and a clear next step.
- Surface sales communications directly alongside the Salesforce insights they relate to — turning product updates, campaign launches, and sales enablement content into moments of action, not passive reading.
-
Eliminate the context switching drain. Unily brings Salesforce into a single experience — so customer-facing employees spend less time navigating systems and more time doing the work that matters.
-
Drive measurable productivity gains across your sales workforce. When employees can access the data, services, and support they need without friction, performance improves — and HR can demonstrate the impact.
-
Retain top talent by giving employees an experience worth staying for. When Salesforce data, HR services, and communications live in one seamless experience, employees feel supported, connected, and engaged.
-
Protect and extend your Salesforce investment. Unily connects Salesforce to the employee experience with ease- delivering faster time to value and measurable ROI from your existing technology stack.
-
Drive productivity across your entire organisation. When Salesforce data is accessible in a consumer-grade experience employees actually use, adoption increases, workflows accelerate, and the value of your technology investments compounds.
-
Enterprise-grade security you can trust. Every Salesforce interaction through Unily runs on behalf of the authenticated user, inheriting their permissions automatically. Sensitive customer data stays protected, access stays governed, and every integration stays compliant — without additional configuration.
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