Atomic Insights has a two-way integration with Salesforce which means, for example, when you approve a payment request in Atomic Insights we will send the status back into your Salesforce.

More broadly, Atomic Insights’ fields can update any field within Salesforce. Typically, we aim to match an Atomic Insight’s payment request with your Salesforce case.

As part of your onboarding process, the Atomic team will walk you through a custom configuration that will enable specific field mappings between Salesforce and Atomic Insights.

Here is what we need from you to connect your Salesforce to Atomic Insights:

Then, the Atomic Insights technology team will take the following steps on our side: